What we do
Work that covers the full picture
Eight services that fit together. Most owners start with one and grow into the rest as the numbers get cleaner — and all of them are handled by an IRS Enrolled Agent rather than passed down a chain.
- 01 Tax Preparation Forms 1040, 1065, 1120-S and 1120, with multi-state coordination and a review pass before anything is filed.
- 02 Tax Planning & Advisory Quarterly planning, estimate strategy and forward-looking decisions — not a once-a-year conversation in April.
- 03 Monthly Bookkeeping Bank and credit-card reconciliations, a real month-end close, and financials you can actually make decisions from.
- 04 Cleanup & Catch-Up Historical cleanup, chart-of-accounts tuning and support schedules that hold up under scrutiny.
- 05 Entity Strategy LLC and S-corp structure decisions, elections, and owner payroll set at a defensible reasonable salary.
- 06 Payroll & Sales Tax Payroll review, Massachusetts sales and meals tax coordination, and compliance checklists that stay current.
- 07 IRS & State Notices Notice review, penalty relief support and payment plans — handled by someone licensed to represent you.
- 08 Controller & CFO Support Budgeting, forecasting, cash-flow planning and the KPI reporting that comes before a good decision.
Not sure which you need?
Most owners are not, and that is fine. A short call usually sorts it out faster than reading eight pages.