Services
Everything from a single return to full-time accounting support — built to work together, not as one-off transactions.
Business tax returns
Federal and state filings for LLCs, S-corps, partnerships and sole proprietors, prepared to minimize what you owe and keep you ahead of every deadline.
- Entity-specific filing (Schedule C, 1120-S, 1065, 1120)
- Quarterly estimated tax calculations
- Deduction and credit review specific to your industry
Individual tax preparation
Returns for annual filers, reviewed for every deduction and credit you're entitled to — plus a plan for next year, not just this one.
- Federal and Kentucky state returns
- Prior-year amended returns
- Life-change planning (marriage, home purchase, retirement)
Accounting services
Full-service accounting so your financial reports are ready whenever you need to make a decision — not just at tax time.
- Monthly financial statements
- Cash flow and budget reporting
- Year-end close and audit prep
Bookkeeping
Ongoing recordkeeping that satisfies filing requirements and keeps your books audit-ready, all year.
- Transaction categorization and reconciliation
- QuickBooks setup and cleanup
- Monthly close
Payroll services
Accurate, on-time payroll and the reporting that goes with it, handled end to end.
- Direct deposit and pay stub processing
- Payroll tax filings (federal, state, local)
- W-2 and 1099 preparation
Financial planning
Estate and financial planning built around what you want your money to do, long term — and structured to reduce tax costs along the way.
- Estate and succession planning
- Retirement account strategy
- Business exit planning
Not sure which service fits?
Book a call and we'll point you in the right direction.
Book a consultation