Services
The return, the ledger, and the owner's question should reach the same team.
Four connected practices — tax, accounting and bookkeeping, business consulting, and IRS representation — delivered by one Manchester CPA firm.
Tax Preparation & Planning
The return should reflect a year of conversations, not a week of forms.
Discuss a tax matterWhen it applies
- A new job, side business, or major life event
- First year owning a business or rental property
- A partnership, S-corp, or C-corp needing an entity return
- An estate or trust with filing obligations
- Multi-state or non-resident tax questions
What the engagement may include
- Individual federal, state, and local returns
- Business, partnership, and corporate returns
- Estate and trust returns
- Year-round planning between deadlines
- Retirement, succession, and estate considerations, where relevant
Accounting & Bookkeeping
Books an owner can actually read — and a preparer can actually use.
Strengthen the booksWhen it applies
- The books haven't been reconciled in months
- Owner draws and payroll are entangled
- A financial statement is needed for a lender or partner
- QuickBooks needs cleanup or setup
- Reporting can't answer basic operating questions
What the engagement may include
- Monthly bookkeeping
- Reconciliations
- Financial statements
- Payroll support
- QuickBooks setup, training, and cleanup
- Reporting owners can act on
When it applies
- Forming or purchasing a business
- Hiring first employees or restructuring compensation
- Preparing for financing or investor conversations
- Growth, expansion, or entity change
- Preparing for succession, sale, or retirement
What the engagement may include
- Business formation and entity structure
- Financial analysis
- Owner decision support
- Internal controls
- Profitability discussions
- Succession considerations
Tax Problems & Representation
The notice on the desk should reach the CPA before it grows.
Bring us the noticeWhen it applies
- An IRS or state notice you don't fully understand
- An examination or audit letter
- Unfiled returns or back-tax exposure
- A collection action or lien notice
- A matter another firm couldn't resolve
What the engagement may include
- IRS and state notice review and response
- Audit and examination support
- Back-tax preparation and filing
- Tax-resolution strategy
- Representation before tax authorities, when authorized