Other Services Offered
🔧 Clean-Up Bookkeeping Services
Many accountants make year-end tax adjustments without updating your actual bookkeeping file—leaving you with messy financials that don’t match your tax return. If your books aren't locked at year-end, changes can also be made to prior periods in error, leading to inaccurate reporting and a red flag in the event of an IRS audit. We specialize in bookkeeping clean-up services to bring your financials up to date and audit-ready.
📊 Financial Statement Preparation
We prepare accurate and professional financial statements on a monthly, quarterly, or annual basis based on the information you provide. We always request supporting documentation to ensure that your numbers are reliable and complete—because informed decisions start with accurate reports.
💻 QuickBooks Setup & Training
As a Certified QuickBooks ProAdvisor, we offer QuickBooks setup, cleanup, and training services. Whether you're starting from scratch or need help maintaining your existing file, we’ll help you—and your staff—stay organized and confident.
🧐 Second Look Tax Return Review
For new clients only: we’ll provide a professional review of your most recent tax returns. We often find significant mistakes—even on returns prepared by other CPAs or EAs—including overlooked deductions, incorrect income classification, and missed credits. Last tax season, we recovered an average of $5,000 per client through amended returns.This service is available to new clients who have signed an engagement letter and paid a non-refundable deposit for the upcoming season.
📈 Tax Planning & Projections
Don’t wait until tax season to find out what you owe. With proactive tax planning and mid-year projections, we help small business owners and individuals reduce surprises and identify legitimate strategies to minimize tax liability.
We review your current income, business performance, prior-year returns, and expected changes to estimate what you’ll owe—and help you plan accordingly. Whether you want to optimize your quarterly estimates, explore potential deductions, or model the tax impact of big decisions (like buying equipment or hiring), we’ve got you covered.
Best for:
- Small business owners looking to reduce tax bills
- S Corporation owners needing accurate payroll and distributions
- Individuals with variable income or multiple income streams
- Anyone wanting to feel prepared—not panicked—in April
🌎 Remote Accounting Services
We work with clients across the U.S. through fully remote, secure systems. Whether you're in South Carolina or across the country, you'll receive professional, personalized service every step of the way.