Our Services
Strategic Tax Planning, Smart Bookkeeping & Real-World Advisory
We don’t do cookie-cutter. Every service we offer is customized to your life, your business, and your goals. Whether you're building a real estate empire, scaling your business, or just trying to stop overpaying the IRS, we’ve got a solution for you.
Bookkeeping
Accurate books. Smarter decisions. Fewer tax headaches.
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Bookkeeping isn't just about staying organized — it's about creating a foundation for smart financial moves and tax savings. We help you track income, expenses, and everything in between.
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What's included:
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Monthly reconciliation
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Categorized income & expenses
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Profit & Loss and Balance Sheet reports
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Real estate-friendly tracking (by property/project)
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QuickBooks setup, cleanup & support
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Perfect for: Business owners, real estate investors, and anyone who’s tired of scrambling at tax time.
Tax Preparation
Filed right. Backed by strategy
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We don’t just plug in numbers — we apply the strategy we’ve developed with you throughout the year. Our returns are accurate, timely, and focused on helping you keep more of what you earn.
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What’s included:
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Individual & business tax return filing
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Real estate & self-employment tax schedules
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Multi-state returns
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Audit protection available
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Secure digital document sharing & e-filing
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Ideal for: Clients who want to pair tax prep with long-term planning and results.
Business Consulting
Build smarter. Operate stronger. Grow faster.
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Whether you're launching a new venture, scaling an existing one, or optimizing operations, we offer clear, actionable guidance rooted in real-world experience and tax-smart thinking.
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What’s included:
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Business formation & structure guidance
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Strategic growth planning
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Profitability & cash flow reviews
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System/process setup & accountability
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Advisory for real estate investors & entrepreneurs
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Designed for: Startups, growth-stage businesses, and solo entrepreneurs who want clarity and momentum.
Payroll Services
Stay compliant. Pay your team. Protect your business.
Payroll can be a major liability if done wrong. We make it simple, secure, and tax-compliant — whether you're paying yourself through an S Corp or managing a full staff.
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What’s included:
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Payroll processing & tax filings
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Owner/officer payroll (S Corp strategy)
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Employee onboarding support
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Direct deposit & W-2/1099 generation
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Quarterly & annual tax reports
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Essential for: S Corps, employers, and contractors needing payroll compliance without the headaches.
Tax Advisory
Year-round strategy to reduce your taxes and grow your wealth.
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Tax savings don’t happen in April — they happen with planning. Our tax advisory services are built for proactive clients who want to use the tax code to their advantage.
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What’s included:
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Custom tax strategy sessions
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Entity selection & optimization
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Real estate & investment tax planning
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Retirement, insurance & benefits planning
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Ongoing check-ins to monitor results
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Best for: Real estate investors, high-income earners, and business owners ready to think ahead.
