Tax Preparation, Filing & Planning
Corporate tax preparation and filing
Corporate tax planning and compliance strategies
IRS notice response for businesses
IRS notice response for individuals

Bookkeeping & Payroll
Bookkeeping services for small businesses
Bookkeeping for mid to large sized businesses
Payroll services for small businesses (5-10 employees)
Sales tax filings and reporting

Governance & Legal Documentation
Operating agreements
Shareholder agreements
Corporate bylaws

Consulting Services
General business and tax consulting
Compliance guidance and strategic planning
Ongoing advisory support for business operations and growth

Business Formation
LLC and corporation formation
LLC and corporate amendments
Requesting and registering Employer Identification Numbers (EIN)

Entity Management
Corporation election (Form 8832)
S Corporation election (Form 2553)
Change of owner, responsible party, or address (Form 8822-B)

Business Valuation
SBA & acquisition financing
Partner buyouts & shareholder exits
Pre-sale readiness & exit planning
Estate, succession & dispute-related matters

Business Plan
SBA / lender-ready business plans
Startup and expansion business plans
Financial projections and assumptions
Market, customer, and competitive analysis
Business plan review