Services built around
your real needs.

Accurate, timely preparation and filing of federal and state tax returns for individuals, small businesses, partnerships, S Corporations, and nonprofit organizations. We handle the complexity so you can focus on what matters.

• Individual federal and state returns
• S Corp and partnership returns
• Nonprofit Form 990 preparation
• Amended returns
• Multi-state filing
• Extension preparation

Proactive planning that reduces your tax burden over the long term. We analyze your situation, model scenarios, and implement strategies before tax events occur rather than reacting after the fact.

• S Corp election and structuring
• Roth conversion analysis
• Bonus depreciation planning
• Real estate professional status
• Short-term rental strategies
• Capital gains planning
• Retirement account optimization

Facing an IRS notice, audit, or collections action? As an Enrolled Agent, Gregory has the federal authority to represent taxpayers before all IRS divisions and will advocate on your behalf from start to finish.

• Audit representation
• Penalty abatement requests
• Installment agreements
• Offers in compromise
• Innocent spouse relief
• State tax resolution

Clean, consistent books are the foundation of good financial decision-making. We provide monthly bookkeeping services and catch-up work for businesses that need to get current before tax season.

• Monthly reconciliation
• QuickBooks setup and maintenance
• Catch-up bookkeeping
• Financial statement preparation
• Payroll support
• 1099 preparation

Executive-level financial leadership on a part-time basis. Ideal for growing small businesses that need strategic financial guidance, forecasting, and oversight without the cost of a full-time CFO hire.

• Cash flow forecasting
• Budgeting and variance analysis
• Financial reporting and KPIs
• Entity structure guidance
• Lender and investor support
• Strategic planning

Nonprofits face unique compliance requirements. We help tax-exempt organizations stay current with their filing obligations and maintain the financial clarity needed to pursue their mission.

• Form 990 preparation
• 990-N e-Postcard filing
• Unrelated business income analysis
• Compliance guidance
• Bookkeeping and financial oversight
• Grant reporting support