(571) 469-3517

What we do

Our services

From individual tax returns to fractional CFO support, every service below is delivered by the same team — so nothing falls through the cracks between borders, entities, or fiscal years.

01 — Tax

Individual and business tax — U.S., Canadian, UK, and cross-border

Preparation and planning for individuals and businesses — accurate, compliant, and savings-focused, wherever you file.

U.S. tax

  • Form 1040 individual tax returns
  • Form 1065 partnership returns
  • Form 1120-S S-Corporation returns
  • Tax planning & advisory
  • EIN registration
  • Form 990-EZ — receipts $50,000–$200,000, assets under $500,000
  • Form 1040-NR non-resident returns
  • Form 1120 C-Corporation returns
  • State tax returns
  • IRS notice response & audit assistance
  • Form 990-N (e-postcard) — receipts under $50,000
  • Form 990 — full form for larger organizations

Canadian tax

  • T1 personal income tax returns
  • T3 trust income tax and information returns
  • GST/HST registration & filings
  • Strategic tax planning & advisory
  • Representation for CRA notices, assessments & penalties
  • New business start-up and tax advisory
  • Corporate tax planning
  • Rental property tax reporting
  • GST/HST audits and reviews
  • T2 corporate income tax returns
  • T5013 partnership information returns
  • Provincial tax compliance and advisory
  • CRA audit and review assistance
  • Voluntary Disclosures Program (VDP) applications
  • Compensation planning — salary vs. dividends
  • Capital gains exemption planning
  • Scientific Research & Experimental Development (SR&ED) claims
  • Late filing assistance

UK tax

  • Self Assessment tax returns (SA100)
  • Sole trader & partnership returns (SA800)
  • PAYE & National Insurance guidance
  • Residence, domicile & remittance-basis planning
  • Corporation Tax returns (CT600)
  • VAT registration, returns & Making Tax Digital (MTD)
  • Construction Industry Scheme (CIS) returns
  • SEIS / EIS investment relief
  • Inheritance Tax (IHT) planning
  • Supplementary pages — employment, self-employment, property
  • Capital Gains Tax (CGT) reporting & planning
  • High Income Child Benefit Charge
  • Non-dom & Statutory Residence Test (SRT) advice
  • Company accounts & Companies House filings
  • PAYE payroll & Real Time Information (RTI) filings
  • R&D tax relief claims
  • HMRC enquiry & investigation support
  • Let Property Campaign, voluntary disclosures & late-filing assistance

Cross-border tax (Canada & USA)

  • U.S. citizens living in Canada
  • Cross-border tax planning
  • Form 1116 — Foreign Tax Credit
  • FATCA reporting (Form 8938)
  • Foreign asset reporting
  • Departure & immigration tax planning
  • Transfer-pricing documentation & support
  • Canadians working, relocating, or investing in the United States
  • Form 2555 — Foreign Earned Income Exclusion (FEIE)
  • FBAR (FinCEN Form 114)
  • Other filings — Forms 5471, 5472, 8865, 8858
  • Tax treaty reviews and planning
  • Dual filing consideration

Not sure which service you need? Book a Consultation →  ·  Flat-fee return pricing →

02 — Bookkeeping & accounting

Focus on growing your business while we take care of the numbers

Accurate books and clear reporting — the operational backbone, handled. See the dedicated bookkeeping & accounting page for flat-rate details.

A calm workspace with a laptop and notebook by a bright window

Bookkeeping

  • Accurate recording of financial transactions
  • Accounts payable & receivable management
  • Cloud accounting support — QuickBooks, Xero, and more
  • Bank & credit-card reconciliations
  • Monthly, quarterly & annual reporting

Financial reporting

  • Preparation of financial statements
  • KPI and performance analysis
  • Management reporting
  • Cash-flow monitoring

Not sure which service you need? Book a Consultation →

03 — Payroll

Reliable payroll processing, fully compliant

Filings, deposits, W-2s, and 1099s handled — for U.S. and Canadian payroll alike. See the dedicated payroll page for full details.

  • U.S. payroll processing
  • Payroll tax filings
  • ROE administration
  • Canadian payroll processing
  • T4, T4A preparation
  • Year-end payroll compliance

Not sure which service you need? Book a Consultation →

04 — Incorporation

S-Corp, C-Corp, and LLC formation and structure

Entity formation with the built-in tax benefits captured — U.S. and Canadian. See the dedicated business support & formation page for full details.

U.S. incorporation

  • LLC formation for residents and non-residents
  • EIN registration
  • Annual compliance filings
  • Registered agent assistance
  • Federal and state registrations
  • Corporate structure planning

Canadian incorporation

  • Federal & provincial incorporation
  • Business Number (BN) registration
  • GST/HST registration, compliance and filings
  • Payroll account registration

Not sure which service you need? Book a Consultation →

05 — CFO advisory

Financial leadership without the full-time cost

Fractional CFO and controller services — ideal for growing businesses that require financial leadership without the cost of a full-time executive. Since inception, our recommendations have saved clients an average of $15,000+ a year.

Strategy & planning

  • Financial strategy
  • Cash-flow projections
  • Performance reporting
  • Budgeting & forecasting
  • Business growth planning

Technical accounting & GAAP

  • Technical accounting memos (US GAAP)
  • ASC 842 — Leases
  • First-time adoption of US GAAP
  • ASC 606 — Revenue recognition
  • Debt & financial instruments accounting
  • IFRS vs. US GAAP conversions & analysis

Process & controls

  • Process improvement
  • Internal controls review
  • Systems & workflow optimization
  • Standard operating procedures (SOPs)
  • Gap analysis

Not sure which service you need? Book a Consultation →

06 — Audit readiness

Be ready before the lender, investor, or IRS asks

US GAAP, IFRS, SOX & internal-control support — reporting and compliance that stands up to outside review.

  • Monthly financial reporting
  • Pre-IPO reporting
  • Lender & investor reporting support
  • Management & board reporting
  • SEC reporting & filings — Forms 10-K, 10-Q, 8-K
  • Regulatory reporting — FFIEC call reports

Not sure which service you need? Book a Consultation →

07 — Audit

Financial statement audits, reviews & compilations

Full scope confirmed with your engagement letter — book a consultation to discuss your organization’s audit needs.

Not sure which service you need? Book a Consultation →

08 — Compliance

Regulatory, donor & grant compliance support

Full scope confirmed with your engagement letter — book a consultation to discuss your organization’s compliance needs.

Not sure which service you need? Book a Consultation →

09 — Contract management

Contract administration and oversight

For government and nonprofit engagements. Full scope confirmed with your engagement letter — book a consultation to discuss your needs.

Not sure which service you need? Book a Consultation →

10 — Grant management

Grant application, reporting & compliance support

Full scope confirmed with your engagement letter — book a consultation to discuss your organization’s grant needs.

Not sure which service you need? Book a Consultation →

11 — Risk assessments

Enterprise and program risk assessment

Full scope confirmed with your engagement letter — book a consultation to discuss your organization’s risk needs.

Not sure which service you need? Book a Consultation →

12 — Fundraising & motivational speaking

Fundraising strategy and motivational speaking

Campaign strategy, donor engagement, and speaking engagements for organizations and teams. Full scope confirmed with your engagement letter — book a consultation to discuss your fundraising or speaking needs.

Not sure which service you need? Book a Consultation →