Our Services

  • Bookkeeping

    Bookkeeping

    Unlock your business's potential for growth while saving valuable time and resources with our unparalleled team. Experience seamless financial management, ensuring meticulous records, optimal scalability, and protection from tax complications and IRS audits. Rest assured knowing that our comprehensive services encompass:

    • Bookkeeping solutions that guarantee accuracy and organization

    • Expert financial controller services to streamline your operations

    • Reliable payroll services to facilitate smooth and timely compensation

    Elevate your business's efficiency, profitability, and compliance with our top-ranking suite of offerings.

  • Tax Preparation

    Tax Preparation

    At our core, we aim to achieve optimal financial savings for you by meticulously identifying valid expenses and deductions. Our unwavering commitment is to secure the highest potential refunds, empowering you to preserve a greater portion of your diligently earned income. Our comprehensive range of services encompasses:

    • Precise tax preparation services catering to individuals, freelancers, and small businesses of various types including LLCs, S corporations, Partnerships, and C corporations.

    • Thorough tax filing assistance specifically tailored for contract labor, ensuring compliance with 1099 regulations.

    • Accurate and timely sales tax filing services to meet your business's obligations.

    By employing our expertise and attention to detail, we endeavor to optimize your financial outcomes and deliver exceptional value.

  • Tax Planning & Strategy

    Tax Planning & Strategy

    Our expert team will work closely with you to create a personalized and highly effective plan that maximizes your rightful share of profits. Our comprehensive strategies encompass:

    • Maximizing deductions: We will ensure that you take advantage of all the eligible deductions you qualify for, optimizing your tax savings.

    • Implementing advanced tax techniques: Our team will employ sophisticated tax strategies such as capital loss harvesting, 1031 exchanges, and other underrated methods to minimize your tax burden and maximize your financial gains.

    • Tailored tax planning: We will develop a customized tax plan specifically tailored to your unique personal and business needs, aligning with your long-term financial goals.

    By leveraging our expertise and employing these comprehensive strategies, you can optimize your tax benefits, reduce your liabilities, and achieve greater financial success.

Become a YP Client

How it works

  • We primarily use email or text to speak with clients, with phone calls and Zoom meetings being fairly rare. This increases our efficiency, as well as gives us a record of conversation to refer back to when referencing information.

  • We can talk about your business’s bookkeeping and tax needs and see if we’re a good fit. Texting and emailing are also welcome.

  • We’ll get you setup within our client portal system where you can sign the engagement letter, fill out an organizer, send/receive documents, and make payments.

    These features can be accessed through the mobile app as well.

  • Sign the engagement letter, fill out the organizer, and upload your documents via the client portal.

  • Bank statements and documents are due each month. Monthly bookkeeping fees are due on the 1st of each month and will require a card on file to be charged.

    Please be ready to provide view only access to each bank account.

    We use QBO. If there is no current subscription, we can get you setup!

  • To ensure sufficient time to complete personal individual tax returns, all relevant tax documents are due by 03/15 to ensure completion by the tax deadline.

    All businesses are required to submit trial balance, complete set of finalized financial statements, and other relevant tax documents by 02/15 to ensure completion by the tax deadline.

    Please note if not finalized, there will be a bookkeeping cleanup charge at the hourly rate.

  • Once the tax return is complete, a copy of the return and invoice will be uploaded to the client portal for your review. We can also go over any further questions.

    In order to finalize the return, payment must be made before e-file can submitted.