Find the support that fits your next step.

For business owners

Choose business services when the work starts with your books or the day-to-day finances of your company. The service range includes accounting, QuickBooks support, payroll, cash flow management and part-time CFO support. A business that needs reliable reporting may have different priorities from one preparing to hire, expand or transfer ownership.

• Bookkeeping and financial statements
• QuickBooks setup, training and cleanup
• Payroll and cash flow support
• Business planning and part-time CFO services

For the wider context, explore the CLE practice overview. You can also compare small business accounting services with the questions described here.

For tax preparation and planning

Use the tax services section for return preparation, planning and IRS audit representation. Consider whether your immediate need is to file a return, discuss a future decision or respond to a notice. If business and personal tax questions are connected, mention both so the initial discussion reflects the whole issue.

For unresolved tax and family matters

The tax resolution section covers unfiled returns and IRS debt issues. The individuals section gives families a starting point for college, elder care and estate-related financial questions. Where a matter includes legal documents or investment decisions, the accounting discussion should sit alongside advice from the appropriately qualified professional.

Choose a starting point by the decision you face

Think about what a useful first result would look like. If you need reliable monthly numbers, begin with the business accounting pages. If you have records ready for a particular tax year, begin with tax preparation. If you have a proposed change that has not happened yet, planning may be the relevant discussion. A notice about an existing balance belongs in the tax resolution conversation. These starting points can overlap, but identifying the immediate decision makes the inquiry easier to explain.

Turn a broad concern into a useful inquiry

A short description can include what changed, the year or accounting period involved, and what information you have. For example, an owner might say that personal filing is approaching while several business months remain unreconciled. That identifies both the return and the records work. A family might describe an upcoming tuition payment and ask which documents are needed for the tax discussion. Neither inquiry requires choosing a technical solution first. Note any existing adviser and a date connected to the decision.