Our Services
Bookkeeping Clean-Up & Catch-Up
Behind or overwhelmed? We help bring your records back into order.
Services include:
Bank and credit card reconciliations
Account clean-ups and reclassifications
QuickBooks Online support
Financial statement preparation
Best for: Businesses and drivers who need accurate, audit-ready books
Trust Tax & Compliance Support
Compliance-focused services built on deep experience with tax agencies.
Services include:
Trust tax guidance and support
Sales and use tax assistance
Payroll tax compliance
IRS and state notice support
Risk reduction and penalty prevention
Best for: Businesses that want to stay compliant and protect their operation.
Advisory & Accounting Services
We help business owners understand their numbers and use them to plan ahead.
Services include:
Financial advisory and guidance
Monthly or quarterly accounting support
Bookkeeping clean-ups and catch-up work
Financial reviews and reporting
Compliance-focused recordkeeping
Decision support for growing businesses
Best for: Small business owners who want insight — not just reports.
Rideshare Tax Support
Specialized tax services for drivers earning 1099 income through Uber, Lyft, Amazon Flex, and other gig platforms.
Services include:
Rideshare tax preparation (Schedule C)
Mileage vs. expense optimization
Estimated tax planning
Year-round tax support
Audit-ready documentation
IRS notice assistance
Best for: Drivers who want to maximize deductions and avoid surprises at tax time.