Preparation and filing of federal and state tax returns for individuals and businesses, including sole proprietors, partnerships, S corporations, and C corporations. Services include multi-state filings, amended returns, prior-year returns, and ITIN applications or renewals.

Monthly bookkeeping services with detailed tracking of income and expenses, bank and account reconciliation, and preparation of financial reports such as profit and loss statements and balance sheets. Assistance with accounting software setup is also available.

Full-service payroll processing on a weekly, biweekly, or monthly schedule. Includes payroll tax filings, direct deposit setup, year-end W-2 and 1099 preparation, contractor payment tracking, and compliance with state employment registration requirements.

Formation and compliance support for 501(c)(3) and 501(c)(8) nonprofit organizations. Includes articles of incorporation, bylaws, IRS and FTB exemption filings, annual compliance support, board governance advising, and charitable trust registration.

Support for forming LLCs and corporations, including EIN applications, drafting operating agreements or bylaws, filing the Statement of Information, and registering business licenses. Includes Beneficial Ownership Information (BOI) reports and S corporation elections.

Formation and compliance support for nonprofit organizations. Includes articles of incorporation, bylaws, IRS and FTB exemption filings, annual compliance support, board governance advising, and charitable trust registration.

Support in creating and managing nonprofit endowments, including assistance with governance structures, trustee roles, investment policy drafting, and long-term sustainability planning. Guidance is tailored to ensure compliance and alignment with the organization’s mission and financial goals.

Professional support with researching grant opportunities, developing funding strategies, and preparing compelling grant proposals. Services include drafting narratives, budgets, and supporting materials to improve funding success with foundations, government agencies, and private donors.

Assistance with completing and submitting a wide range of government and administrative forms, including Global Entry applications, passport renewals, business license applications, and compliance-related filings. Support includes document review, clarification of requirements, and guided form completion to ensure accuracy and timely submission.

Implementation of digital tools to enhance business operations, including scheduling platforms, client intake systems, secure document storage, workflow automation, and communication systems tailored for small businesses and nonprofits.