SERVICES

Services for individuals and small businesses

Most clients start with one thing, like a tax return or catching up on their books, and add more later. Every engagement starts with a free 30-minute call.

01

Bookkeeping & payroll

We reconcile your accounts every month so your books stay current. For businesses with employees, we set up payroll and handle the monthly and quarterly payroll reports.

BEST FOR
Small businesses and sole proprietors who are behind on their books or doing them late at night.
Ask about bookkeeping
WHAT'S INCLUDED
Monthly bank and credit card reconciliations
Transaction categorization
Payroll setup for new employers
Monthly and quarterly payroll tax reports
W-2 and 1099 preparation at year end
Monthly profit & loss and balance sheet
02

Accounting

Financial statements you can hand to a lender, cleanup for books that don't add up, and a regular check-in on how the business is doing.

BEST FOR
Owners applying for a loan, bringing on a partner, or taking over messy books.
Ask about accounting
WHAT'S INCLUDED
Financial statement preparation
Prior-year catch-up and cleanup
Chart of accounts setup and review
Cash flow and budget reporting
Quarterly check-ins on performance
IFTA fuel tax filings
03

Tax preparation

Individual and business returns, prepared and filed for you. We also look ahead, so you're not surprised by what you owe next year.

BEST FOR
Individuals, families, freelancers, and small businesses: sole props, LLCs, S-Corps, and partnerships.
Ask about tax prep
WHAT'S INCLUDED
Individual returns (Form 1040)
Business returns (1065, 1120, 1120-S)
Federal, state, and local filings
Quarterly estimated tax planning
IRS and state notice support
04

Mobile notary

Nabil comes to your home, office, or wherever you need documents signed. Available by appointment.

BEST FOR
Home buyers and sellers, families handling estate paperwork, and businesses that need signatures on-site.
Ask about notary
WHAT'S INCLUDED
Travel to your home, office, or chosen location
Real estate closings and loan signings
Affidavits and sworn statements
Powers of attorney
Business and corporate documents
05

Business formation

We help you pick the right business structure, file the paperwork with the state, get your EIN, and set up your books before your first sale.

BEST FOR
First-time owners, side businesses, and owner-operators starting a trucking business.
Ask about formation
WHAT'S INCLUDED
Entity selection guidance (LLC, S-Corp, etc.)
State registration and filings
EIN application
S-Corp election filing
Business bank account and bookkeeping setup
DOT and MC number registration for truckers
Startup documentation checklist
06

Property compliance

Philadelphia has its own rules for rental properties, and falling behind can hold up a sale, a lease, or an eviction case. We handle the licenses, filings, and clearances so you stay in good standing with the City.

BEST FOR
Philadelphia landlords, property owners, and investors with one or more rental units.
Ask about compliance
WHAT'S INCLUDED
Rental license applications & renewals
Lead-safe testing & certification
Philadelphia property tax filings
Use & occupancy tax filings
Philadelphia tax clearances & tax matters
Eviction compliance assistance
Property licensing & compliance support