IRS Forms 1099, 1095, 94X & W-2 for 2023 tax year are due on Jan 31st. IRS opens filing season for businesses on January 15th! TBD for Individuals!




Forward-thinking advisors for today's progressive entrepreneurs

What we do

Let us take the stress out of running your business

Tax Planning & Preparation

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more about tax.

Accounting

You run your business. We’ll run your numbers.

Learn more about accounting.

Business Consulting

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

Learn more about business consulting.

Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

Learn more about payroll.

WHO WE SERVE

Life's better when people understand your needs

Government Contractors

We can guide you from your first government contract through highly complex engagements as your needs evolve.

Construction & Real Estate

Let us handle the numbers so you can get back on site.

Healthcare Professionals

Stay financially healthy with expert, strategic guidance.

Service-based Businesses

We take the hassle out of complex accounting, because we do the work for you.

ebook

Protecting your financial data: A small business owner’s guide

Download the eBook about Protecting your financial data: A small business owner’s guide

Advantage

Your personal
finance edge

From the firm: New year, new vision: Setting the tone for 2025

Read more about From the firm: New year, new vision: Setting the tone for 2025> ➞

Smart budgeting strategies for your small business

Read more about Smart budgeting strategies for your small business> ➞

Say goodbye to shoebox accounting; say hello to online portals

Read more about Say goodbye to shoebox accounting; say hello to online portals> ➞
More articles from this issue

QuickReads

Let's talk business

Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

Read more about Maximizing your charitable donations before year-end: A tax-savvy guide ➞
dave-ramsey-elp-logo

Learn more

WHO WE WORK WITH