IRS Representation

Got a notice? We can help you understand the IRS’ view and help you address the issue with favorable outcomes.

Accounting

Bookkeeping, reporting, and reconciling. We can help you keep your business on the path you want it to travel.

Tax

Filing and planning. Avoid paying more tax than you want and also make decisions to avoid stepping over dollars for dimes.

Education

With a long history in financial education and personal financial counseling, we can help your employees get on the right track, too.

Payroll and Health Benefits

Compensation and health benefits are more of a tax issue than an HR issue. We can help you understand the landscape and provide quality solutions to get your people happy with their all around compensation.

Who We Are

Robert Steed

I took the circuitous route to accounting. I spent time as an education administrator, financial counselor, and data analyst, all overlayed with operations, finally realizing that in everything I did, I was organizing details, reporting patterns, and creating processes that allowed for greater success.

I have been doing small business accounting and tax work since 2019, am an Enrolled Agent, and for the last few years have successfully represented clients before the IRS in audits and appeals to the tune of over $5MM recovered or retained.

I look forward to helping you with your accounting needs.

A Virtual Firm

Very little overhead results in more savings on our services

Bulk Pricing

Serving multiple clients means we can add you to our platforms at a discount to what you’d get on your own

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