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Everything your business needs. One trusted partner.

Five integrated services that cover your entire financial back-office — built to scale from day one. Click any service below to jump to details.

Payroll Bookkeeping Tax Filing NPO Filings LLC Formation

Payroll Services

Reliable, on-time payroll for businesses of every size — federal & all-50-state compliance, baked in.

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What's included

Federal & all-50-state payroll processing
Weekly, bi-weekly, semi-monthly, monthly schedules
Direct deposit & paper check options
W-2 and 1099 preparation & filing
Federal Forms 941 & 940 and state quarterly filings
New-hire reporting in every state
Year-end reporting & tax-document distribution
Garnishments, child support, benefits deductions
Multi-state payroll & nexus management
Employee self-service portal access

Bookkeeping

Clean, reconciled books every month — and reports you can actually read. We're software-agnostic and work in your stack.

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What's included

Monthly transaction categorization & reconciliation
Bank & credit card reconciliation
Accounts receivable & payable management
Financial statements (P&L, Balance Sheet, Cash Flow)
Catch-up & clean-up bookkeeping for messy books
Software: QuickBooks Online, Xero, FreshBooks, Wave, Sage
Custom reports & KPI dashboards
Monthly review call with your bookkeeper

Software-certified. Our team is QuickBooks ProAdvisor and Xero Certified. We also work in FreshBooks, Wave, and Sage Intacct.

Tax Filing — Individual & Business

Federal, state, and city returns done right — and on time. IRS Enrolled Agents on staff for representation when it matters.

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Individual Tax Filing

Form 1040 and all schedules
State income tax returns (all 50 states)
Self-employed (Schedule C) filings
Investment, rental, and crypto income
Quarterly estimated tax payments
Prior-year amended returns
IRS notice & audit support

Business Tax Filing

Form 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership)
Multi-state business returns & apportionment
Sales tax filing & nexus determination
Quarterly estimated payments
Year-round tax planning & strategy

Non-Profit Tax Filing

Form 990 doesn't have to be the worst week of your year. We file early, accurately, and with strategy notes.

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What's included

Form 990, 990-EZ, 990-N (e-Postcard), and 990-PF preparation
501(c)(3) compliance reviews
Annual state non-profit registration & filings
Donor & contribution reporting
Unrelated Business Income Tax (UBIT) analysis
Charitable solicitation registration support
Board-ready financial reporting

Non-profits save 15%. All Growth and Pro plans receive an automatic 15% discount for registered 501(c)(3) organizations.

LLC Formation

From idea to incorporated in days. We handle every step — name search, filings, EIN, agent, agreement, and ongoing compliance.

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What's included

Name availability check & reservation
Articles of Organization filing in any state
EIN (Federal Tax ID) application with the IRS
Registered agent service (year 1 included)
Operating Agreement drafting (single- or multi-member)
State-specific compliance (annual reports, BOI under CTA)
S-Corp election filing (Form 2553) if elected
Bank-ready document package