Choose individual services or combine them. All work is performed directly by Shane - never outsourced.
Full-cycle monthly bookkeeping with accurate monthly financial statements, reconciliations, and clean financials delivered every month.
We set up your payroll on Gusto, review every pay run before it goes out, and keep it tied to your books. Gusto pays your team and files and pays your federal and state payroll taxes. We handle the setup, the reviews and the questions, and we make sure it all lands correctly in QuickBooks.
Personal 1040 returns prepared and e-filed accurately, with attention to deductions, credits, and multi-state situations.
Returns for S-Corps, partnerships, LLCs, and sole proprietors - with the structure and detail your business actually needs.
Year-round planning and clear answers to your tax questions - so decisions are made with the numbers, not against them.
Behind on your books? We catch up months or years of missed bookkeeping, fix miscategorized transactions and reconcile every account, so your books are ready for taxes, a loan or a sale.
Haven't filed in a while, or found a mistake on a return you already filed? We prepare and file past-due and amended federal and state returns and get you back on track.
Certificate of Authority registration, quarterly and annual New York sales tax returns, and catch-up filings for missed periods.
Every business is different, but most of the problems aren't. Here's where we spend our time.
Job costing, ST-124 capital-improvement paperwork, and the W-2/1099 line that New York actually enforces.
Parts versus labor on the sales-tax return, service versus install, and the Certificate of Authority under the right legal name.
Services are exempt outside NYC, shelf product is not; booth-rent versus employee treatment for the people in your chairs.
Tips, sales tax on prepared food, and a P&L that separates food cost from everything else.
Inventory, sales tax by county, and clean monthly numbers when the register and the bank don't agree.
Schedule E, K-1s, basis tracking, and the LLC-per-property question answered before the closing, not after.
Multi-state filings, marketplace sales tax, and books that survive a lender's or a platform's review.
Consultants, agencies, and solo practices that need real financials and a tax plan, not a shoebox in April.
Don't see your industry? Most of this transfers. Book a free 15-minute call and we'll tell you honestly whether we're the right fit.
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