Services

Bookkeeping

Monthly close from your bank feeds and statements: categorized transactions, reconciled accounts, accruals where needed, financial reports a banker can read.

• Plaid for live feeds — plus statement upload as a fallback.
• Categorization is AI-assisted; every change is auditable.
• Period close, P&L, balance sheet, and cash flow each month.
• Variance commentary so you understand what changed and why.

Business formation

Stand up a new entity in Maryland, Virginia, or DC without stitching together six websites. We handle the filings; you sign once.

• LLC, S-corp election (Form 2553), DBA, and registered agent.
• EIN application via Form SS-4.
• FinCEN BOI report on schedule.
• Annual report tracking so you don’t miss a renewal.

Tax preparation

Workpapers for 1040 Schedule C, Schedule E, and 1120-S returns, built directly off your closed books in our workspace.

Note: Tax filing is currently in pre-launch. We are not yet accepting tax-only engagements; we will start filing returns the day our PTIN/EFIN/MD ITP credentials issue. Bookkeeping and formation engagements are accepting clients now.