Services
Accounting, tax, and planning organized around the entity behind the return.
Services are grouped by the responsibility they answer to. Scope for any engagement is confirmed before work begins.
Tax and Compliance
Individual tax preparation
Preparation for individuals, owners, shareholders, and partners whose needs align with the firm's expertise.
S corporation tax preparation
Form 1120-S preparation and shareholder K-1s, prepared from books that support the return.
Partnership tax preparation
Form 1065 preparation and partner K-1s, with capital activity and allocations tracked through the year.
Nonprofit tax services
Support with tax-exempt filing responsibilities and the recordkeeping behind them, confirmed for each organization.
Tax planning
Estimated payments, owner compensation, year-end decisions, and planning around changes as they happen.
Accounting and Bookkeeping
Bookkeeping
Ongoing recordkeeping, reconciliations, and categorisation that keeps the ledger usable.
Accounting
Period close support and an organized set of records behind every filing.
Cleanup and catch-up work
Bringing behind or unreliable books back to a state that supports filing and decisions.
Financial reporting
Statements that owners, partners, and boards can actually read and use.
Tax-ready records
Books maintained so that filing season is a review rather than a reconstruction.
Business Guidance
Entity formation tax guidance
Help deciding what structure fits and what it means for taxes, and support with the federal and state tax IDs and forms that follow. Legal advice on formation documents belongs with an attorney.
Business consulting
Working through the financial side of decisions as they arise rather than after the fact.
Planning around owner and organizational decisions
Compensation, distributions, purchases, and timing, considered while options remain open.
IRS Representation
When a notice arrives, the response should not be improvised.
The firm publishes the following representation services:
- IRS audit representation
- Abatement (removal) of penalties
- Offer in compromise, federal and state
- Installment agreements
- Unfiled returns
Representation before the IRS requires specific credentials. Monica’s current representation authority and the active scope of this service are confirmed before this section is published as-is.
Before publication
Pricing and package inclusions are not published without approval. Fees are discussed on the introductory call.
Whether financial planning, investments, insurance, trusts, or any securities-related work remains active — and the licences, entity details, and disclosures that go with them — is to be confirmed. Any such services appear in their own clearly separated section, never mixed with tax and accounting.
Not sure which path applies?
Describe the entity and what is changing. Monica replies within 48–72 hours.