Services

Tax, books, advice and assurance under one letter.

Start with the service you need now. Add the others when they are useful, with the same partner on all of them.

Book a consultation See our fees
A fountain pen signing a printed return
An accountant at work at a sunny desk
Coffee, an envelope and a pen on a wooden table
A meeting room behind an oak-and-glass wall
  • A couple planning their finances at home with a laptop

    Tax preparation and planning

    Business and individual returns, estimated payments, notices, and planning before year end while there is still time to act. Notices answered by the person who prepared the return.

    1040, 1120-S, 1065, 990, state

  • A ledger open on a laptop at a warm desk

    Bookkeeping and monthly close

    Reconciled accounts and a reviewed set of statements by the tenth of each month, in the software you already use. Payroll and sales tax filed from the same books.

    Close, payroll, sales tax, 1099

  • Two women reviewing work together at a desk

    Advisory

    Cash-flow forecasts, entity choice, owner compensation and a standing monthly review with your partner. Board and lender packs when you need them.

    Forecast, entity, succession

  • A team meeting around a café-style table

    Audit and assurance

    Audits, reviews and compilations for lenders, boards and grantors, with independence documented from the first letter. Engagement letters that name the standard and the timetable.

    Audit, review, compilation

A few of the businesses whose books we close each month

  • Northgate Builders
  • Hollis Street Bakery
  • Coleman Mechanical
  • Walsh Family Dentistry
  • Russo’s Trattoria
Who we work with

Businesses, families and nonprofits

Most of our clients are more than one of these.

  • Businesses

    S corporations, partnerships and single-member LLCs with owners who want monthly numbers and one person to call. Books, payroll filings, business returns and the owners' personal returns, handled together.

  • Individuals and families

    Returns for professionals, families with a business, trusts and estates. Estimated payments come from your actual year, and we plan before December.

  • Nonprofits

    Form 990, restricted-fund reporting, grant schedules, and audits or reviews for boards and funders.

Engagements

What happens after you call

The same sequence for every new client.

01

Consultation

An hour with a partner. Bring last year's return and your current books.

02

Engagement letter

Scope, fees and deadlines in writing before any work starts.

03

Onboarding

Portal access, a document checklist and read-only access to your accounts.

04

Monthly rhythm

Close by the tenth, a short review call, and filings tracked on your schedule.

Questions

Before you book

Do I have to use all of your services?

No. Most clients start with one. The engagement letter lists only what you ask for.

Which bookkeeping software do you work in?

We work in the software you already use, and we can recommend one if you are starting fresh.

Can you take over mid-year?

Yes. We start with a catch-up close and agree the fee for it separately in the letter.

Do you file state returns?

Yes, for every state where you or your business has a filing requirement.

Consultation

Tell us what you need this year.

A partner reads every request and replies with a scope and a fee.

Book a consultation See our fees