Tax Preparation & Filing

Accurate, compliant returns for individuals and small businesses.

Includes: document checklist and review, deduction/credit optimization, e-filing federal & state, year-round support for IRS/state notices, and quarterly estimates for freelancers. Prior-year amendments available.

LLC & Corporation Formation

Set up the right entity the right way from day one.

Includes: entity selection consult (LLC, S-Corp, C-Corp), name search, Articles filing, EIN/Tax ID, operating agreement/bylaws templates, registered agent coordination, compliance calendar (annual reports, franchise tax), and S-Corp election (Form 2553) where appropriate.

Business Funding

Get your business positioned and packaged for the grants and loans it qualifies for.

Includes: business profile setup (address, phone, domain, NAICS), funding readiness review, loan and grant program matching, application document preparation, and lender submission support.

Customized Services

Tell us what you need; we tailor a plan.

Examples: bookkeeping cleanup, cash-flow modeling, pricing strategy, loan/grant packages, pitch decks, policy & procedure build-outs. Starts with a discovery call and a clear scope of work.

Business Plans & Documentation

Banker- and investor-ready plans with numbers that add up.

Includes: executive summary, market & competitive analysis, offerings & GTM, operations, team, risk/SWOT, and 3–5 year financial projections (P&L, cash flow, balance sheet), plus funding ask & use of funds. Delivered in PDF + editable file, with a financial model and revision round.