Services
Every engagement starts with a free 15-minute consult and a written proposal
Services
Monthly Accounting
Bank and card reconciliations, a clean QuickBooks ledger, and monthly or quarterly financial statements ready for lenders and investors.
Payroll
Payroll tax deposits and every federal and state filing, from quarterly 941s to year-end W-2s, handled on time.
Tax Returns
Individuals, partnerships, S and C corporations, estates, trusts and nonprofits, plus 1099s, extensions and year-round tax planning.
Foreign Owners of US Property
Form 1040-NR, Form 5472 with pro forma 1120, state returns and 1099s for non-US owners of US real estate and LLCs.
Fractional Controller
Month-end close, budgeting and forecasting, inventory and cost-of-goods tracking, and investor reporting for growing companies, real estate portfolios and partnerships.
IRS Representation
As an IRS Enrolled Agent, Mary can represent you in audits, collections and appeals.