Business Services
Tax, accounting, and advisory services for growing businesses, nonprofits, and owners with complex financial needs.
Business Tax Preparation
Partnership tax returns (Form 1065)
Corporate tax returns (Forms 1120 and 1120S)
Nonprofit tax returns and filings (Form 990 and BCO-10)
Federal, state, and local tax return preparation for businesses and nonprofits
Multistate tax consulting and compliance, including nexus and apportionment analysis, for businesses operating in multiple states
Business Accounting & Advisory
Fractional CFO services
Outsourced accounting and bookkeeping (QuickBooks ProAdvisors)
Financial controller services
S corporation, LLC, and partnership structure strategy
Startup business tax planning
Business valuation and succession planning
Business Tax Planning & Strategy
Business tax projections and quarterly estimated payments
Year-end tax planning, including income deferral and acceleration strategies for businesses
Research and development (R&D) tax credits
Cost segregation studies for business-owned real estate
Identifying and pursuing available tax credits and incentives
CFO & Controller Services
Financial forecasting and budgeting
Cash flow management
KPI analysis
Strategic financial planning
Other Business Services
Forensic accounting investigations and litigation support for business disputes, including expert testimony
Business payroll (referral to our recommended payroll specialist)
Frequently Asked Questions
My business operates in more than one state. What does multistate tax compliance actually involve, and where do I start?
Operating in more than one state can trigger filing obligations even without a physical office there, depending on where your customers, employees, or inventory are. Each state has its own rules for what creates this obligation, called nexus, and apportionment rules then determine how much income each state can tax. We can review your exposure and determine where filing may be required.
Should I convert my business to an S corporation?
An S corporation can reduce employment taxes in some situations because eligible profits distributed after reasonable compensation generally are not subject to employment taxes. Shareholder-employees still must receive reasonable compensation for services performed. We run the numbers on your specific situation first, since changing course later can be more complicated than choosing the right structure from the start.
I have a tax issue I am not sure how to handle. How can you help?
Whether it is an IRS notice, a prior year return handled incorrectly, or a complex issue involving multiple entities or states, the first step is the same: get a clear picture before deciding how to respond. We review the situation, identify your realistic options, and build a plan. Reach out before a deadline passes, since some options close off once time runs out.
How do tax projections and quarterly estimated payments actually help my business?
Projections estimate what you are likely to owe before your return is due, helping you avoid underpayment penalties and giving you a realistic number to plan your cash flow around. Businesses with seasonal or uneven revenue benefit most, since a flat estimated payment rarely matches how money actually moves through the year. We update projections as your numbers change.
How do I know if my business actually qualifies for the R&D tax credit?
Most owners assume this credit is only for labs or tech startups, but qualifying research is broader than that. Businesses that develop new products, improve processes, or write custom software internally may warrant an eligibility review, even if nobody would call it research. We can review your activities and determine whether the credit is worth pursuing.
I own real estate through my business. How does a cost segregation study actually save money?
A cost segregation study breaks a building into components, such as flooring, fixtures, and certain systems, so that parts of the property depreciate over a much shorter period than the building as a whole. It does not lower your total tax bill over the property's life, but it accelerates deductions into earlier years, potentially improving near-term cash flow. It tends to make the most sense for larger properties or recent purchases.
I am thinking about eventually selling my business or passing it to a family member. When should succession planning start?
Earlier than most owners expect. Succession planning affects how your business is valued, how a sale or transfer is structured, and what the tax consequences look like, and many strategies only work with several years of lead time. Starting early does not commit you to a timeline; it just keeps your options open.
What is the difference between a bookkeeper, a controller, and a fractional CFO, and which one does my business actually need?
A bookkeeper handles the day-to-day recording of transactions, a controller oversees the accuracy of your financial statements, and a fractional CFO focuses on forward-looking strategy, like cash flow forecasting, without the cost of a full-time hire. Most small businesses start with bookkeeping, add controller oversight as volume grows, then bring in fractional CFO support for bigger strategic decisions.
When would a business need forensic accounting outside of an obvious fraud case?
Forensic accounting comes up well beyond fraud, including partner or shareholder disputes, due diligence before buying or selling a business, and litigation requiring financial records to be reconstructed or verified by a neutral party. Often, the value is not just finding a problem, but producing documentation and expert testimony that holds up under scrutiny.