Nonprofit formation & registration
Entity formation, state charitable registration, bylaws and organizing documents built to satisfy IRS exemption requirements from day one.
Services
Compliance, clarity and strategy — handled by a CPA who explains the why.
Every engagement is built around where you are today: forming, stewarding what already exists, or growing into what comes next.
Nonprofits & Churches
Build the structure that lets the mission outlast its founders.
Formation, exemption, reporting and governance support for organizations whose work depends on being trusted with other people's generosity.
Federal tax-exemption applications
501(c)(3) applications (Form 1023 / 1023-EZ) prepared with the narrative, budgets and governance policies reviewers expect to see.
Form 990 & nonprofit tax support
Annual Form 990, 990-EZ and 990-N preparation, plus support for unrelated business income and state annual filings.
Bookkeeping & financial reporting
Fund and restricted-gift tracking, monthly reconciliations, and board-ready statements of activities and financial position.
Audits, reviews & compliance
Financial statement audits and reviews, audit readiness, grantor and funder requirements, and internal control guidance.
Budgeting & board education
Annual budgets, reserve planning and board training so directors understand the numbers they are legally responsible for.
Businesses & Entrepreneurs
Financial systems that keep pace with what you are building.
Practical accounting and tax work for LLCs, S-Corps, C-Corps, partnerships and the owners behind them.
Tax preparation & planning
Business returns prepared accurately and on time, with year-round planning so decisions are made before the deadline, not after.
Bookkeeping & accounting
Monthly categorization, reconciliation and financial statements that make it clear where the business actually stands.
Business registration
LLC, S-Corp and C-Corp formation, entity selection, S-Corp election and the setup work that follows registration.
Business partnership consulting
Structuring, compensation and tax guidance for partners — including married entrepreneurs building a company together.
Financial strategy
Profitability review, owner compensation, cash planning and the strategic conversations that shape the next stage of growth.
Individuals & Families
Straight answers about your taxes, in plain language.
Personal tax work handled with the same care and explanation we bring to organizational clients.
Personal tax preparation
Individual and family returns, multi-state situations, and IRS compliance handled carefully and explained clearly.
Tax questions & year-round guidance
Someone to call when life changes — a new job, a side business, a property, an inheritance — before it becomes a filing problem.
Not sure which service you need?
Start with a consultation and we will map it out together.
Next step
Strengthen the foundation beneath your mission.
Whether you are forming a nonprofit, steadying a church's books, growing a business or filing a personal return, the first step is a conversation with a CPA who will explain it in plain language.