For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’s profitability and operational efficiency are at the center of your business’s success!
Our experience, resources, and attention to detail make our accounting services second to none. As an experienced accounting team, we look forward to the opportunity to help transform your business’s financials as we work with you to establish short- and long-term strategies for growth and profitability.

WORKING WITH US AND ENLISTING OUR BUSINESS SERVICES COULD MAKE ALL THE DIFFERENCE!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or crave some much-needed business coaching or other strategic consulting, we have been doing this for years and stay on top of all of the new regulations to help you take the most advantage possible. Legally and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Hassle Free QuickBooks Setup

We have found that most clients prefer the benefits of having a professional get the system up and running for them.

Reset Your QuicksBooks

Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time

Accounting Done For You

Don’t waste your valuable time on bookkeeping and finances… Give yourself time to do what you do best.

Cash Flow Management

In this economy “Cash Is King”… We’ll make sure you’re positioned right.

Internal Control Systems

Discover how our systems can free you to work ON your business… not IN your business.

Payroll Services

Scrimping on payroll services will red-flag your business with the IRS.

Quickbooks Services

QuickBooks financial management software was created with small to mid-sized business owners like you in mind.

QuickBooks Training

Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

Starting a Business

Know the simple steps for starting your business right.

What Are The Best Year-End Tax Moves New Castle County Taxpayers Can Make Last Minute?

Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...

What Does the IRS Math Act Mean For New Castle County Taxpayers?

Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line...

What’s the New Castle County Gig Worker Solution to a Surprise Tax Bill?

Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...

IRA v Roth IRA v 401(k): Should New Castle County Taxpayers Convert Before 2026?

Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later. Roth IRA means tax-free growth and withdrawals later. 401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...

What Are The Best Safe Online Shopping Tips For New Castle County Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams. Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...

A Moment to Give Thanks for My New Castle County Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...

How Do New Castle County Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

Key Takeaways Hold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of the 0%...

What is in the One Big Beautiful Bill? Child Tax Credit Changes for New Castle County Families

Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly)...

Can an ABLE Account Help New Castle County Families with Qualified Disability Expenses?

Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...

What’s Alternative Minimum Tax? A 2026 Update for New Castle County High Earners

Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more