Tax preparation, planning and bookkeeping for partnerships, S corporations and C corporations, built around how your business actually runs.
Clean books, filed returns and a plan before the year closes.
For businesses & owners
see our services
Tax & planning
Your business return, prepared from books we've tied out, with as much planning alongside it as your year calls for.
what we do
Three ways we work with businesses.
Bookkeeping
Monthly books kept current, or a one-time cleanup to get you caught up.
Big decisions
Entity changes, buying or selling a business, or bringing in a partner, scoped as its own project.
Business planning happens with all owners together. Each owner's personal return and planning is set up through their own individual engagement, so every household gets advice built for them.
Have business partners outside your household?
i.
The decisions that move your tax bill.
What planning covers
Entity & structure
S corp elections, entity comparisons and multi-entity setup.
Owner compensation
Reasonable compensation, distributions and basis tracking.
Deductions & retirement
QBI, accountable plans, vehicles, Solo 401(k), SEP and defined benefit plans.
It is not an understatement to say that my quality of life dramatically improved when we hired Jena and her team for our business.
Co-founder, Acora Partners
Catherine St-Laurent
Every business return includes a year-end tie-out. If your books need more than that, we'll quote a cleanup project before we start the return.
Yes, through a separate individual engagement for each owner's household, or together with the business when one household owns it.
Yes. Transactions are scoped as their own project with their own fee, so your planning time stays focused on the year.
We coordinate with your payroll provider and can help you set one up. Payroll processing itself is quoted separately.
