Services

Business Advisory and Consulting

Accounting and Bookkeeping Services

Accounting and Bookkeeping Services

LLC Formation and Business Registration (State and Federal)
EIN Application Assistance (IRS Employer Identification Number)
Business Structure Strategy (LLC, S-Corp, C-Corp)
Operating Agreement Drafting and Customization
Business Bank Account Setup Guidance
Start-Up Consulting for Entrepreneurs and Small Business Owners
Personal vs. Business Finance Separation Consulting
Tax Planning for Small Business Owners
Annual Report Compliance and Filing Support

Accounting and Bookkeeping Services

Accounting and Bookkeeping Services

Accounting and Bookkeeping Services

Basic Bookkeeping Setup and Training
Monthly Bookkeeping Services for Small Businesses
Financial Statement Preparation (Profit & Loss, Balance Sheet)
Expense Tracking and Categorization
QuickBooks Setup and Basic Training
Cash Flow Management and Monitoring
Reconciliation of Bank and Credit Card Accounts
Small Business Accounting Consultations
Preparation for Year-End Tax Filing (Financial Document Support)

Personal Financial Advisory

Personal Financial Advisory

Personal Financial Advisory

Tax Planning and Tax Strategy
Tax Filing Support and Review
Investment Education and Portfolio Coaching
(Stocks, Index Funds, ETFs, Retirement Accounts)
Child Financial Planning
(529 College Savings, Custodial Investment Accounts)
Budgeting, Saving, and Debt Management Coaching
Financial Literacy Workshops and Training
Generational Wealth Planning and Education
Assistance for Victims of Form 8888 Tax Refund Fraud

Specialized Consulting

Personal Financial Advisory

Personal Financial Advisory

Non-Profit (501(c)(3)) Formation Advisory
Family Trust and Legacy Planning (Educational Support)
Tax Education for Entrepreneurs and Business Owners