Our Services
Our expert tax and bookkeeping services ensure accuracy and compliance while providing you with the financial insights needed to make informed business decisions. Trust us to streamline your financial processes, so you can focus on what truly matters—growing your business.
Description: > Tax compliance for the modern professional goes beyond simply filling out forms. We provide comprehensive federal and state income tax preparation for individuals with complex financial profiles. From high-net-worth households to professionals with multi-state filing requirements or diverse investment portfolios, we ensure every deduction is explored and every credit is captured. By leveraging 21 years of institutional-grade tax experience, we translate complex tax code into a clear, optimized filing that protects your hard-earned assets.
Best For: High-income professionals, retirees with complex distributions, individuals with rental properties, and those with significant investment activity (K-1s, stock options, etc.).
Key Deliverables: Federal 1040 and all required State Income Tax Returns.
Detailed review of investment income, capital gains, and itemized deductions.
Year-over-year tax comparison and summary.
Strategic recommendations for the upcoming tax year.
Description: > Our Tax Preparation service is designed for business owners who maintain their own precise financial records throughout the year and require professional expertise for the final filing. We transform your finalized trial balance into a signature-ready tax return, ensuring all federal, state, and local compliance requirements are met. Our focus is on accuracy, identifying eligible credits, and ensuring your filing is submitted securely and on time.
Best For: Solopreneurs or micro-businesses with low transaction volume who are confident in their own bookkeeping.
Key Deliverables: Federal and State Income Tax Returns, Electronic Filing, and basic Depreciation Schedules.
Description: > Ideal for the entrepreneur who handles day-to-day tasks but wants a professional "deep dive" before tax season. This hybrid service includes a comprehensive year-end "Catch-Up" or "Clean-Up" of your books. We reconcile your annual bank statements, categorize outstanding expenses, and perform adjusting journal entries to ensure your Profit & Loss and Balance Sheet are audit-ready. Once the books are finalized, we seamlessly transition into tax preparation to maximize your deductions and close out the year with total confidence.
Best For: Small businesses that manage their own invoicing/bills but need a professional to "bless" the books annually.
Key Deliverables: Annual Bookkeeping Clean-up, Final Financial Statements, and Tax Return Preparation.
Description: > This is our premier "Hands-Off" solution for the serious business owner. We act as your outsourced accounting department, providing monthly or quarterly book closing to ensure your financial data is always current and actionable. By maintaining your books year-round, we provide real-time visibility into your cash flow and profitability. This proactive approach allows for year-round tax planning—not just preparation—allowing us to adjust strategies mid-year to minimize your tax liability. When tax season arrives, it is a non-event; your return is simply the final step of an already perfected process.
Best For: Scaling businesses, employers, and those who want to use their financial data to make better management decisions.
Key Deliverables: Monthly/Quarterly Reconciliations, Financial Reporting, Ongoing Tax Advisory, and Priority Tax Filing.
About
our company
We provide elite-level tax and accounting solutions with the precision of a Big Four firm and the personalized touch of a boutique partner. Founded by Mary K. Shekhawat, CPA, we specialize in the full "Books-to-Tax" lifecycle—offering everything from professional tax preparation to proactive, year-round bookkeeping. We don’t just manage numbers; we provide the financial clarity you need to lead your business with confidence.
Contact Us
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