Services
Tax Services
Tax preparation and review
Individual, partnership, S-corp, C-corp and trust returns (1040, 1065, 1120-S, 1120, 1041), prepared and reviewed for full federal and state compliance.
Multi-state and local filings
Missouri/Kansas and other multi-state returns, including the Kansas City 1% earnings tax.
IRS and state notices
Responding to IRS letters, CP2000 notices and audits, and requesting penalty abatement.
Tax planning
Estimated payments, entity structure and year-round planning.
Accounting Services
Full-service accounting
Monthly accounting for small businesses: journal entries, reconciliations, month-end close and financial statements.
Bookkeeping
Ongoing bookkeeping in QuickBooks and similar tools: transaction categorization, bank and credit card reconciliations, accounts payable and receivable.
Catch-up and clean-up projects
Bringing months or years of records current and reconciled so you can file, borrow or sell with confidence.
Payroll tax filings
Quarterly and annual filings (941, 940, W-2/W-3).
Advisory
Fractional CFO / controller support
Part-time financial leadership for growing businesses: cash-flow forecasting, budgeting, KPI reporting, and lender- and investor-ready financials, without a full-time hire.
Bilingual service in English and Spanish. Contact me for a free consultation.