Our Services
From everyday bookkeeping to complex IRS matters, we provide the full spectrum of financial services your small business needs — backed by 25+ years of expertise and the authority of a federally licensed Enrolled Agent.
Accounting Services
Accurate, timely accounting is the foundation of every healthy business. We prepare financial statements, manage your general ledger, and deliver the reporting you need to understand exactly where your business stands — month after month.
What's Included
- Monthly & quarterly financial statement preparation
- General ledger maintenance and reconciliation
- Accounts payable and receivable management
- Cash flow analysis and reporting
- Year-end financial close and reporting
- QuickBooks setup, training, and support
Tax Preparation
We prepare federal and state tax returns for individuals, sole proprietors, partnerships, S-corporations, C-corporations, and LLCs. With 25+ years of experience navigating the tax code, we ensure every return is accurate, compliant, and optimized.
What's Included
- Individual (Form 1040) tax returns
- Business returns: S-Corp, C-Corp, Partnership, LLC
- Multi-state tax filings
- Prior year amended returns (Form 1040-X)
- Self-employed and freelancer returns
- Estate and trust tax returns
Tax Planning
Tax planning is not a once-a-year event — it is a year-round discipline. We work with you throughout the year to identify opportunities, structure transactions advantageously, and implement strategies that legally minimize what you owe.
What's Included
- Year-round tax strategy and advisory
- Entity structure optimization (LLC, S-Corp, C-Corp)
- Retirement plan contribution strategies
- Estimated quarterly tax planning
- Capital gains and investment tax planning
- Business succession and exit planning
Small Business Solutions
Small business owners wear many hats. We take the financial complexity off your plate so you can focus on growing your business. From entity formation to ongoing CFO-level advisory, we are the financial partner your business deserves.
What's Included
- Business entity formation and setup
- EIN registration and compliance
- Business financial planning and budgeting
- Payroll setup and processing guidance
- Sales tax registration and filing
- Fractional CFO advisory services
IRS Representation
As a federally licensed Enrolled Agent (EA #00171314-EA), Michael Gonzalez has unlimited rights to represent taxpayers before the IRS. If you receive a notice, face an audit, or have unresolved tax debt, we stand between you and the IRS — protecting your rights and resolving your case.
What's Included
- IRS audit representation and defense
- CP notices and correspondence response
- Offer in Compromise (OIC) negotiation
- Installment agreement setup
- Penalty abatement requests
- Tax lien and levy resolution
Bookkeeping
Clean books are the backbone of sound financial management. Our bookkeeping services keep your records accurate and current, giving you the real-time visibility you need to make smart business decisions — and making tax season seamless.
What's Included
- Monthly transaction categorization and coding
- Bank and credit card reconciliation
- Expense tracking and reporting
- Invoicing and billing support
- Financial dashboard and KPI reporting
- Catch-up and clean-up bookkeeping
Not sure which service you need?
Schedule a free initial consultation with Michael Gonzalez. We'll assess your situation and recommend exactly the right services for your business — no pressure, no obligation.