logo

Expert Tax and Financial Services in Willoughby


Helping Individuals and Small Businesses Achieve Financial Success

Book A Consultation

We make the complex simple

Let us prepare your personal Form 1040, partnership Form 1065, S-Corp Form 1120S, or C-Corp Form 1120 income tax returns. 

Maximize your financial potential with our expert tax planning services. We navigate complexities, optimize deductions, and ensure compliance for a secure and prosperous financial future.

Featured Services

Business owner icon

Small Business Financial Advisor

We'll help you determine the best legal structure for tax purposes and begin planning your taxes before you're up and running.

Accounting icon

Bookkeeping Services

We will help you streamline your business' finances with our detailed and in-depth bookkeeping services, keeping you up-to-date and compliant.

Advisor icon

Accounting Services

We are here to help you succeed. From summarizing statements to strategizing your finances, we can do it all.

Our Services

Accounting Services We Offer

Business Startup

We'll register your business name with the Secretary of State and help you apply for your Federal Employer Identification Number and State Tax IDs.  We will also register your company with FINCEN and file the required BOI report.

Bookkeeping

We are Certified QuickBooks Online ProAdvisors.  You'll receive a discount if you choose us to set up your QuickBooks Online account. We can reconcile your bank and other general ledger subsidiary accounts, and we can train your staff to do it for you.

Interested in trying QuickBooks on your own?

Try It Free

Financial Reporting

We'll prepare your financial management statements:

  • Profit and Loss
  • Balance Sheet
  • Statement of Cash Flow
  • ​We can also prepare custom reports on an as-needed basis.

Accounting & Advisory

We are here to help you succeed in your business. We can summarize, interpret, and analyze your financial statements. We'll help you strategize on an ongoing monthly, quarterly, semi-annual, or annual basis.

Payroll Setup

Need assistance with your payroll? We can help you set up your payroll with Quickbooks Online Payroll.

Reliable Solutions for Your Accounting Needs

Filing icon

Small Business Financial Advisor

Expert advice to optimize financial situations.

Tax icon

Tax Specialist

Accurate and timely tax preparation for businesses and individuals.

Bookkeeping icon

Small Business Bookkeeping

Reliable bookkeeping for your business' needs.

Advisory icon

Accounting Services

Comprehensive accounting services tailored to your specific needs.

Our financial professionals will handle your entire tax portfolio, including business and personal accounts. 

Best Accountant of 2023, Willoughby Award Program

Testimonials

What Our Clients Say

"The best, very honest, good service and very reasonable when charging. I recommend it to anyone looking for a professional tax preparer."

- Sol

"I had a great experience! It was very professional and the tax consultant did an awesome job with my situation.  She was very informative and I appreciate the time she took to help me with my taxes."

- Adrienne A.

"I absolutely love this company I have used their services for my taxes for years never a disappointment very friendly and efficient! Services were 100% remote. I live in NY and it was so easy and fast!"

- Akira R.

Tax Return Packages

Stapler

Starting at $120

Basic Package

For Individuals with W2 Income


Federal Form 1040

Starts at $120*

State Return

Starts at $60

City Return

Flat fee $40

E-File

Flat fee $20 (No E-File Fee for NY)

Direct Deposit

Apartment icon

Starting at $200

Rental Property Package


Federal Form 1040

Starts at $120*

Schedule E $80 Per Property

State Return

Starts at $60

City Return

Flat fee $40

E-File

Flat fee $20 (No E-File Fee for NY)

Direct Deposit

Business person

Starting at $220

Sole Proprietor Package

For Self Employed/Gig Workers


Federal Form 1040

Starts at $120*

Schedule C $100 Per Business

State Return

Starts at $60

City Return

Flat fee $40

E-File

Flat fee $20 (no E-File Fee for NY)

Direct Deposit

Charity icon

Starting at $300

Non-Profit Package


Federal Form 990*

or

Federal Form 990EZ*

State Return

City Return

E-File

Flat fee $20 (No E-File Fee for NY)

Briefcase icon

Starting at $600

Business Owners Package

Partnerships, Multi-Member LLCs


Federal Form 1065*

K-1s Issued To Partners

State Return

City Return

E-File

Flat fee $20 (No E-File Fee for NY)

Business person icon

Starting at $700

Corporation Package

S-Corps and C-Corps


Federal Form 1120S*

or

Federal Form 1120*

State Return

City Return

E-File

Flat fee $20 (no E-File Fee for NY)

We do not offer income tax preparation services in the following states: California, Connecticut, Hawaii, Illinois, Iowa, Maryland, Nevada, and Oregon.

*Additional forms and schedules will result in higher fees.

Short on Cash?

We partnered with Republic Bank to offer you the ability to pay your tax preparation fees when you get your refund. Ask about requesting a Bank Product for more information.

Easy Advance up to $3,500

*Additional fees apply. Available until Feb. 28th.

Business owner icon
Share by: