→ WHO IT IS FOR
For owners who want one person on the whole picture.
This service is for business owners who do not want to keep bouncing between software, payroll platforms, bookkeepers, tax preparers, and year-end surprises. It is for people who want one person looking at the whole picture.
→ WHAT IT CAN INCLUDE
Everything a small business needs from a tax accountant.
- Monthly bookkeeping and reconciliations
- Quarterly estimates and tax check-ins
- Annual business tax returns
- Year-round tax planning
- Payroll support
- Sales-tax support
- Help with IRS or New Jersey notices
- Direct communication with Steve
→ WHAT MAKES IT DIFFERENT
It is about the work before the return — not just the return.
Most firms can file a return. This service is about managing the work before the return. Clean books, better timing, clearer questions, and fewer surprises at year-end.
→ HOW IT STARTS
Consultation → custom scope → clean onboarding.
First comes a free 30-minute consultation. Then a custom scope and quote. Then onboarding, where prior returns, books, and current issues are reviewed so the relationship starts cleanly.