Taxation

Tax preparation and compliance support for individuals, businesses, and nonprofits.

We help you stay compliant and file accurately, supported by clean records and strong documentation.

Returns and filings supported: Form 1040 (individual), Form 1065 (partnership), Form 1120 (C-corp), Form 1120S (S-corp), Form 990 series / 990-N (nonprofit), and 1099 preparation support.

Best for: clients who want tax filings handled with clean backup and fewer follow-ups.

Controllership

Controller-level support to tighten your finance operations.

When you’re growing, bookkeeping isn’t enough—you need stronger processes, oversight, and control.

Includes: AR/AP process support and oversight, payroll coordination support, month-end close management (checklists, timelines, and accountability), cash flow support and basic forecasting, KPI reporting (simple, practical dashboards), and process improvements with internal control recommendations.

Best for: growing businesses that need structure without hiring a full-time controller.

Technical Accounting

Solve complex GAAP issues and document the right treatment—before it becomes a problem.

As reporting requirements increase, accounting gets harder: complex guidance, new standards, auditor scrutiny, and investor expectations. We help you research, document, and implement the correct accounting treatment so you stay compliant and credible.

Includes: Accounting memos and policy documentation Revenue recognition (ASC 606) support Lease accounting (ASC 842 / IFRS 16) support IFRS to U.S. GAAP conversion support Complex transaction support (warrants, stock-based items, valuations support coordination) Disclosure support and technical review mindset for higher-scrutiny reporting

Best for: businesses dealing with complexity, audits, investors, or major changes (new systems, new standards, new transactions).

Audit Readiness

Be prepared—not panicked—when audits, reviews, or lender requests hit.

We help you organize financials, fix issues early, and respond to audit requests efficiently. We’ve worked with auditors and know what they ask for, how they test, and what “audit-ready” documentation actually looks like.

Includes: Cleanup and reconciliation support to reduce audit issues, audit request (PBC) organization and tracking, support schedules and documentation folders, tie-outs and supporting workpapers (audit-style discipline), auditor Q&A support and follow-up management, and internal control and documentation improvements.

Best for: companies needing smoother audits, faster responses, and fewer surprises.

Call to Action

Ready for clean books, a faster close, and fewer tax-time surprises?