Our Services
LaunchPoint
Start your business the right way.
When you’re launching a new venture, every decision matters — from your legal entity and tax election to how you’ll manage books, payroll, and compensation. LaunchPoint Setup is a short-term engagement designed to get all of that right, right from the start.
LaunchPoint includes:
- Entity structure and formation guidance
- EIN application
- Tax election filing and planning
- Owner compensation strategy
- Payroll system recommendations
- QuickBooks Online setup
- First-year tax projection and estimated payments
- Completion within 4–6 weeks
LaunchPoint for Partnerships
A specialized service for new partnerships or multi-member LLCs
Forming a new business with partners adds important layers of tax, accounting, and operational complexity. LaunchPoint for Partnerships helps you make smart decisions early — about ownership structure, capital contributions, profit allocation, compensation planning, and tax elections — so that everyone is aligned from the start.
We’ll collaborate with your legal counsel to ensure that the structure is set up properly, and we’ll configure QuickBooks to clearly track each partner’s stake. You’ll walk away with the systems and clarity you need to avoid costly misunderstandings down the road.
CourseCorrect
Fix what’s broken and move forward with confidence.
If you’ve been operating your business without clean books or consistent tax planning, CourseCorrect is the reset you’ve been looking for. Whether you’ve outgrown your DIY approach or just need help making sense of what’s in your accounting file, this short-term engagement will get your financials aligned and accurate.
CourseCorrect includes:
- QuickBooks Online cleanup
- Chart of accounts alignment
- Owner compensation and payroll review
- Tax position assessment and adjustment
- Optional preparation of amended returns
- Completion within 4–8 weeks
WayPoint Advisory
Ongoing tax and accounting support for solo professionals and small firms.
If you’re a solo practitioner, independent contractor, or run a small firm, WayPoint is your year-round advisory relationship. We’ll handle your tax planning, monitor your books, prepare your returns, and ensure your compensation and payroll stay aligned with your income.
WayPoint includes:
- Quarterly tax planning and estimated payments
- Owner compensation and payroll coordination
- Business and personal tax return preparation (1120-S and 1040)
- QuickBooks Online review (monthly or quarterly)
- Light categorization corrections and year-end adjustments
- IRS and state notice response
- Annual wrap-up and planning call
- Fixed monthly fee
Navigator Advisory
Your tax and accounting partner for a growing firm.
Navigator is our ongoing engagement for firms with employees and operational complexity. Whether you have a medical office, legal practice, or consulting group, we coordinate with your internal team to keep your books clean, your tax plan up to date, and your owner compensation on track.
Navigator includes:
- Tax planning and estimated payment guidance (quarterly)
- Annual 1120-S and 1040 preparation
- Compensation and payroll coordination for owner(s)
- Support and adjustments for internal bookkeeping
- Chart of accounts oversight and file review
- IRS and state notice response
- Strategic planning session at year-end
- Fixed monthly fee, based on size and complexity
Tax Services
We additionally offer annual tax planning and preparation services to a limited number of clients.
Please contact us to find out how we can help.