Services
Plenty of firms list forty services and do none of them well. We kept the menu short on purpose: the books, the taxes, and what happens after you. Each one practiced daily, for individuals and small businesses, done properly or not at all.
The unglamorous backbone of every business that survives. Books that are current, reconciled, and honest — so the bank, the IRS, and your own 2 a.m. doubts all get the same answer.
Monthly closes. Cleanups years deep. Statements a human can read. The goal is for your books to become the most boring thing you own.
For — small businesses, landlords, and the chronically behind
Learn more about bookkeeping
Anybody can fill out a form in April. We work the other eleven months — the part where the money actually gets saved. Legal, deliberate, built around the life you're actually living.
Timing, structure, two states' worth of rules, and a written plan instead of a shrug. By the time the return gets filed, the interesting work is already done.
For — owners, investors, and anyone tired of April surprises
Learn more about tax planningNobody likes thinking about it. Do it anyway. Decide where it all goes — the house, the business, the keys — before a court, the state, or a relative you can't stand decides for you.
Wills, trusts, beneficiaries, succession. The conversations nobody wants to start, started gently, and finished properly.
For — families, business owners, and everyone someone depends on
Learn more about estate planning
Most people aren't. That's what the first call is for — ten minutes, no charge, no script. Tell us what's going on and we'll tell you what it actually needs, even if the answer is "less than you feared."
Prefer to write it down first? Send the short version through the contact page and a human will call you back — usually same business day.
