Our focus
We serve every taxpayer — individuals, families, corporations and non-profits. But we've built a specialty around food businesses, where thin margins, cash tips, sales tax and high-turnover payroll make the details matter most.
Where food businesses lose money
Prepared meals, grocery staples, alcohol and catering are often taxed differently. We map taxability and file every return on time.
Employee tip reporting, Form 8027 for large food establishments, and the FICA tip credit (Form 8846) many owners never claim.
Accurate, on-time pay for high-turnover teams, with quarterly 941s, W-2s and state filings handled for you.
Clean cost-of-goods tracking so you can see food cost, waste and true margin every month — not just at tax time.
We reconcile POS deposits and delivery-platform payouts, fees and refunds to your bank so nothing slips through.
Depreciation strategies for kitchen equipment, coolers and remodels, planned before you buy — not after.
Use cases
Common situations we see across restaurants, markets and families — and how we approach them.
Servers reported their tips correctly, but the owner had never claimed the FICA tip credit on Form 8846.
What we did
The result
Roughly $15,000 a year in credits that had been left on the table.
≈ $15k / yr
The POS treated tamales and hot plates from the counter as exempt groceries, so no tax was being collected.
What we did
The result
The store got current with penalties limited — and every sale is now taxed correctly at the register.
Every item mapped
The IRS compared 1099-Ks from delivery apps to the return and proposed thousands in additional tax.
What we did
The result
The reconciliation was accepted and the proposed balance was substantially reduced.
Resolved by mail
A single-owner truck netted about $120,000 a year as a sole proprietorship — all of it subject to self-employment tax.
What we did
The result
Estimated payroll-tax savings of roughly $7,000 a year, before added payroll and filing costs.
≈ $7k / yr
The family held NRO accounts and fixed deposits in India but had never filed FBARs or reported the interest.
What we did
The result
Fully compliant — without the steeper penalties that can apply to unreported accounts.
Fully compliant
A late payroll tax deposit during the owner's illness triggered a failure-to-deposit penalty.
What we did
The result
The penalty was removed and deposits now run on schedule.
Penalty removed
Illustrative examples based on common situations — not specific client results.
Compliance calendar
Federal dates for a typical year. We track state deadlines for you as well.
Downloads an .ics file for Google, Apple or Outlook Calendar.
Dates move to the next business day when they fall on a weekend or holiday. State due dates vary.
Tell us about your business and we'll get back to you with clear next steps — no obligation.