Maryland, Virginia, DC
One workspace for the books, the filings, and the returns.
Most small businesses are paying for four tools that don’t talk to each other. We replaced them with a single workspace where your bookkeeping, business formation, and tax prep live side by side — owned by us, transparent to you.
What we do
Three service lines for the same client, all under one roof. Pick what you need now; add the rest when you do.
Bookkeeping
Monthly close, recon, and clean financial reports — done in our workspace, not stitched across QuickBooks add-ons.
Learn more →Business formation
LLC, S-corp, DBA, EIN, BOI, registered agent, and annual reports for Maryland, Virginia, and DC.
Learn more →Tax preparation
1040 Schedules C/E and 1120-S workpapers built alongside your books. Filing live once our preparer credentials issue.
Learn more →AI consulting
For owners who want to put Claude to work in their own business — delivered through Monarch Legacy, billed here.
Learn more →
One workspace
Your transactions, your filings, and your tax workpapers share the same client record. Nothing falls between tools.
Owned by us
We built the bookkeeping engine ourselves rather than wrapping QuickBooks. You always get a clean export when you want one.
AI-augmented, human-signed
Categorization, document extraction, and variance commentary use Claude under the hood. Every reviewed deliverable is signed off by a person.