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Our Expertise

Our Accounting & Tax Services

Providing custom, personalized accounting packages and tax solutions for families and local business owners in Atlanta.

Tax Preparation Services

Filing your tax return accurately requires expertise and close attention to detail. We specialize in identifying all potential deductions and tax credits that apply to your unique financial situation.

Whether you are an individual filer with W-2 income, a self-employed freelancer filing Schedule C, or a small business managing corporate tax returns, we prepare and double-check your filings for total accuracy.

What We Prepare:

  • Individual Income Taxes (Form 1040): Optimized for maximum refunds and deductions.
  • Sole Proprietorships & LLCs: Streamlining Schedule C self-employment write-offs.
  • Corporate & Partnership Returns: Preparation for S-Corps (1120-S) and partnerships (1065).
  • State and Local Returns: Complete filing compliance for Georgia and neighboring states.

Proactive Tax Planning

We prefer to take a proactive versus reactive approach to tax services. By staying up-to-date on new tax laws, legislation, and regional guidelines, we identify strategic planning opportunities that minimize both current and future tax liabilities.

We build custom tax plans for individuals and business owners to forecast and balance income sources, restructure expenses, and set up tax-advantaged retirement accounts before year-end.

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Planning Strategies

  • Tax Code Maximization: Leveraging new laws to defer or offset taxes.
  • Retirement Integrations: Setting up IRAs, SEP-IRAs, or 401ks to reduce adjusted gross income (AGI).
  • Investment Decisions: Tax-loss harvesting, capital gains management, and property transaction analysis.

Accounting & Bookkeeping

Running a business requires clear insight into your margins and numbers. We handle standard bookkeeping, general ledger maintenance, and financial statement compilation so you can make informed leadership decisions.

From bank account reconciliations and monthly P&L reports to sales tax reporting and employee payroll management, we provide a complete virtual accounting department for your business.

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Business Accounting Solutions

  • Monthly Bookkeeping: Reconciling statements and tracking categorizations.
  • Financial Reporting: Detailed Profit & Loss, Balance Sheets, and Cash Flow summaries.
  • Payroll Management: W-2/1099 distribution, direct deposit setups, and payroll tax filing.