Books & statements
Accounting & Bookkeeping
Clean monthly books in QuickBooks Online, reconciled to the bank, with financial statements delivered on a fixed schedule so tax season is a formality.
Bookkeeping
Monthly or quarterly bookkeeping in QuickBooks Online or Xero: bank and card reconciliations, categorized transactions and clean books ready for tax time.
Financial Statements & Reports
Profit and loss, balance sheet and cash flow statements for owners, banks, landlords and investors, monthly, quarterly or yearly, in English or Chinese.
Recurring filings
Payroll
Payroll run on your schedule, tax deposits made on time, and quarterly and year-end filings completed without you thinking about them.
1099 Filing for Contractors
Collect W-9s, issue 1099-NEC and 1099-MISC, file them with the IRS and states, and keep the backup withholding rules straight.
Quarterly Estimated Tax
Self-employed people, landlords, investors and corporations pay tax four times a year. We calculate the amounts, use the safe-harbor rules and remind you before each due date.
Sales & Use Tax
Registration, monthly or quarterly sales tax returns, marketplace and economic nexus questions, and use tax on purchases — for restaurants, retailers and online sellers.
Franchise, Privilege & Business Taxes
The state and local taxes on simply having a company: franchise taxes, minimum taxes, gross receipts and privilege taxes, and local business licenses.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 15-minute consultation if you would rather talk it through first.