Accounting · Tax · Consulting

Everything you need, from one desk.

Accounting, tax, and consulting for individuals and small businesses alike — a first job or a fourth entity. Tell us what you need and we'll be in touch.

Tell Us About Your Situation What We Do

What We Do

Accounting, tax,
and risk.

Certified Public Accountant · Ohio Led by a licensed CPA with a background in large‑bank credit risk and internal audit.

01

Accounting & Bookkeeping

Books closed on whatever cycle suits you.

  • Recurring close & reconciliations
  • Financial statements & reporting
  • Cash‑flow tracking
  • Cleanup & catch‑up bookkeeping
02

Tax & Compliance

Federal, state and multi‑state filings, planned through the year.

  • Business & individual returns
  • Quarterly estimates & planning
  • Sales tax & multi‑state
  • Notice response & representation
03

Risk, Controls & Advisory

Risk and controls sized to the business, written down so they don't live in your head.

  • Risk assessment
  • Controls design & testing
  • Process design & documentation
  • Automation & analytics

Who This Is For

Worth five minutes,
or worth skipping.

Probably a fit

Send the form

  • Businesses that want bookkeeping, tax, and controls in one place
  • Owners whose books have fallen behind
  • Businesses in more than one state, or running more than one entity
  • Individuals at any stage — a first job, a first rental, a first entity

Probably not a fit

We'll point you elsewhere

  • Anyone who needs assurance work — coming soon
  • Anyone after a one‑off filing rather than a relationship
  • Anyone who needs a lawyer more than an accountant
  • Anyone who wants a position we wouldn't put our name to

Not sure which column you're in? Send the form anyway. If we're not the right firm for the work, we'll say so.

Get Started

Tell us where
you're starting from.

Fill in the form — we only need your name and email, but everything else helps. We'll read it and get in touch to set up a time.

What we'll need later

For anything we file we'll need a Social Security number for everyone on the return, photo ID (driver's license or state ID), and a mobile number. Prior‑year returns aren't required but help a lot. Nothing to send now.

Please don't enter Social Security numbers, ITINs, or bank account numbers here. This form travels over the open internet.