Defined scope
Know which returns, records and services are included before work begins.
SOUTH FLORIDA · SERVING OWNERS NATIONWIDE · SINCE 1989
Bookkeeping and tax
for growing businesses.
Specialist in S-Corps
Monthly bookkeeping, tax preparation and planning for businesses of all types, with specialist S-Corp expertise. Based in South Florida. Serving clients nationwide.
§ 01 · Bookkeeping
$325
/ month
Monthly close · QuickBooks · Reconciliation · Financial statements.
Payroll: separate engagement
See bookkeeping
§ 02 · Corporate Tax
Flagship$950
/ return
1120-S corporate return + your personal 1040.
Personal return INCLUDED
See corporate tax
The quarterly engagementBookkeeping,
Bookkeeping,
at your pace.
For smaller corporations that need quarterly bookkeeping rather than a monthly close.
Explore the serviceQuarterly bookkeeping
$525 / quarter
A close every quarterYear-end tax filing
$750 / year
In addition to the quarterly feeHow we help
Clear records. Prepared returns. Informed decisions.
Bookkeeping for small businesses
Monthly or quarterly bookkeeping that makes your cash position, operating results and tax records easier to understand.
Tax preparation for individuals and businesses
Federal and state tax return preparation for South Florida clients and remote engagements nationwide.
Tax planning for business owners
Review your tax position while there is still time to act. Planning starts with current records and compares the cost, timing and requirements of each option.
Accounting for your business
Every business structure.
A plan built around yours.
We serve sole proprietors, LLCs, partnerships, S-Corporations and C-Corporations. Your business structure informs the work; it does not determine whether you belong here.
From day-to-day bookkeeping to tax preparation and planning, we help you identify the services that fit your business. S-Corporation tax is one of our specialties.
Explore our accounting and tax services →What to expect
A working relationship with clear standards.
Named point of contact
Confirm who handles your engagement and how to reach them.
Connected records
Bookkeeping, owner payroll and tax preparation should tell the same financial story.
Clear boundaries
Routine notice support is distinct from audit defense and collection representation. We explain when a referral is needed.
Getting started
Three steps to an agreed plan.
Discuss your needs
Use the free 30-minute consultation to describe your business, deadlines and current concerns.
Review the records
We identify the information needed to assess the work and resolve missing items.
Confirm the engagement
Review the written scope, fee, responsibilities and timing before work starts.
Local offices · Remote service
South Florida roots.
Nationwide reach.
Visit by arrangement in Boca Raton or Fort Lauderdale, or work with us remotely. We help owners consider both federal obligations and the states where their businesses operate.
Office addresses and contact details →The owner’s library
Practical guidance for your next decision.
A September Financial Check-In for Business Owners
September is a useful point in the year to stop and look at the business. Summer work is largely on the books. The last quarter is still ahead. There is still time…
Don’t Wait Until December to Review Owner Pay
A lot of S-corporation owners look at their pay in the last two weeks of the year. By then, the options are fewer, payroll is harder to adjust, and the decision…
2026 tax deadlines for owners and employers
A calendar for common federal filing and payment dates. Fiscal-year entities, disaster relief, special elections and individual circumstances can change a deadline.