Specialty & Compliance
The operational and compliance missions that don't fit neatly under one heading — payroll, sales tax, retirement plans, IRS representation, and more. One firm, full coverage. Pick what you need, leave the rest for later.
One-off missions, handled
Bolt any of these onto a tax, bookkeeping, or CFO engagement — or bring them to us on their own.
Payroll Services
Federal, state and local rules keep changing. We keep payroll running smoothly no matter how big your team gets, and flag the changes that actually affect you before they become a problem.
Sales Tax Services
States are getting hungrier about sales tax. We help you understand what you owe, where you owe it, and get the returns filed accurately and on time.
Retirement Planning
A plan for you, or one to offer your employees — we walk the options with the shape of your business in mind: taxes, compliance, and cost.
IRS Representation
If the IRS comes knocking, you don't go in alone. We've been through the audit process plenty of times and handle it calmly, thoroughly, and in your corner.
1099 / 1096 Filing
Standard through high-volume 1099 preparation and filing — done right and on deadline, so your contractors and the IRS both stay happy.
Notices & Amended Returns
IRS or state notice in the mailbox? A return that needs correcting? We respond, amend, and get things back on course.