What We Offer
Services Built Around
Your Goals
We are not a transaction-based tax office. Our work is built around the full financial cycle of a small business — from bookkeeping to tax planning to advisory support.
Tax Preparation
Accurate. Coordinated. Complete.
For business clients, we coordinate the owner's personal tax return with the business return to ensure the full tax picture is reviewed together — with a focus on accuracy, organization, and clear communication.
- Individual (Form 1040) tax returns
- Business returns — S-Corp, C-Corp, Partnership, LLC
- Trust & estate returns (Form 1041)
- Multi-state filing
- Prior year returns and amendments
- Coordinated business & personal filing
Tax Planning
Reduce Surprises. Maximize Opportunities.
Year-round planning to help reduce surprises, improve cash flow, and make smarter tax decisions before filing season. We work proactively with you throughout the year — not just at filing time.
- Quarterly estimated tax projections
- Entity structure analysis and optimization
- Retirement and compensation planning
- Year-end tax minimization strategies
- Reasonable compensation analysis (S-Corp)
- Business owner tax strategy sessions
Bookkeeping Support
Clean Books. Clear Decisions.
Monthly, quarterly, or cleanup bookkeeping services designed to keep your records accurate and ready for tax time. Accurate bookkeeping is the foundation of every good financial decision.
- Monthly bank and credit card reconciliation
- Accounts payable and receivable tracking
- Financial statement preparation
- QuickBooks Online management
- Payroll coordination support
- Catch-up and cleanup bookkeeping
Prior-Year & Cleanup Support
Get Current. Start Fresh.
Help with late filings, IRS/state notices, missing records, penalty letters, and disorganized tax history. We help you get organized and move forward with confidence.
- Late and delinquent tax return preparation
- IRS and state notice response
- Penalty abatement requests
- Missing records reconstruction
- Disorganized bookkeeping cleanup
- Back-year compliance coordination
Small Business Consulting
Clarity. Strategy. Growth.
Support for entity structure, owner compensation, bookkeeping systems, deductions, tax strategy, and year-end planning. We act as your trusted financial partner at every stage.
- Entity structure analysis and formation
- Owner compensation and distribution planning
- Bookkeeping system setup and review
- Deduction strategy and documentation
- Cash flow analysis and forecasting
- New business formation guidance
S Corporation Specialty
S Corporation Support
TBTC helps S corporation owners coordinate all the moving parts of their tax picture — ensuring accuracy, compliance, and strategic alignment between the business and the owner.
Looking for ongoing support?
Our advisory packages bundle bookkeeping, tax preparation, planning, and CPA guidance into a structured monthly engagement.
Services are provided under a written engagement agreement. Certain services, including legal, investment advisory, financial planning, valuation, litigation support, and services outside the agreed scope, are not included unless separately engaged in writing.