Supporting Balanced Business and Living

We offer Accounting, Tax, and Advisory services alongside credentialed professionals to bring clarity, compliance, and peace of mind. Our focus is to support people and businesses with simple, reliable guidance that fosters stability, balance, and sustainable growth.

Accounting & Bookkeeping Services

  • Set up and maintain accounting systems (QuickBooks, Xero, etc.)
  • Record daily financial transactions
  • Bank reconciliations
  • Accounts payable & receivable management
  • Month-end & year-end closings

Tax Services

  • Federal and state income tax preparation and filing
  • Quarterly estimated tax calculations
  • Sales tax reporting and filing
  • 1099 preparation
  • IRS representation for audits or notices
  • FBARS filing
  • ITIN number request

Financial Reporting & Analysis

  • Preparation of financial statements (Balance Sheet, P&L, Cash Flow)
  • Custom reports for investors or lenders
  • Budgeting and forecasting
  • Cash flow analysis
  • Advisory & Consulting Services
  • Business entity selection and structuring (LLC, S-Corp, etc.

Audit & Assurance

  • Compilations
  • Lender-required financial assurance

Compliance & Regulatory Support

  • Help with business license renewals
  • Multi-state tax compliance
  • Industry-specific reporting (e.g., nonprofits, healthcare, construction)