Know your numbers. Plan your next move.
Bookkeeping, tax preparation, tax planning, CFO services and financial advisory connected around your business priorities.
Services
Bookkeeping
Monthly categorization, agreed account reconciliation, monthly close, and a profit and loss statement plus balance sheet. Scope is set by annual gross revenue and complexity, with a fixed monthly fee confirmed in a private proposal. Prior-period cleanup is separately scoped.
Tax preparation
Preparation for individuals and businesses with organized intake and document review, so filings rest on a complete, agreed set of records.
Tax planning
Year-round projections and scenarios within an agreed scope. Planning supports decisions; it does not guarantee tax savings.
CFO services
Cash flow, budgets, forecasts, and performance reporting so leadership can see where the business stands and what to adjust next.
Financial advisory
Decision support grounded in your business goals. This is not securities brokerage and does not imply guaranteed investment returns.
Professional tax software
Quantix Enterprise includes intake, document organization and review for independent preparers and tax firms working inside the same connected workflow.
Explore tax softwareHow we start
01
Proposal
We confirm scope, responsibilities, and a private fee based on your books and complexity.
02
Acceptance
You review the proposal and confirm you want to proceed.
03
Agreement, signature, payment
We execute the engagement and collect the agreed payment before work begins.
04
Onboarding
Access, accounts, and working cadence are set so monthly work can start cleanly.
IRS e-file is subject to applicable authorization and software testing. We do not claim an active EFIN.
Free client portal features are confirmed per proposal. Integrations and additional work are separately quoted.
Do not submit SSNs or tax documents through the general inquiry form.