Tax and Accounting Support for Small Businesses
That Need More Than a Software Solution
Closely held businesses have complicated finances and real stakes. Mark brings over 35 years of experience working with small businesses, government contractors, and growing companies providing the kind of careful, experienced guidance that actually moves the needle.
Built for Businesses Where the Owner Is Also the Decision Maker
Mark's small business clients are typically closely held S corporations, C corporations, partnerships, and sole proprietors where the owner is deeply involved in day-to-day operations. These businesses don't need a large firm with a rotating roster of staff. They need someone experienced enough to handle complexity, and accessible enough to answer a question when it matters.
That includes businesses operating under federal government contracts, where compliance requirements go beyond standard tax work and the cost of getting it wrong is significant.
Situations Mark Commonly Helps With
Annual business tax preparation
S corps, C corps, partnerships, and multi-state returns handled accurately and on time
Tax planning and research
Proactive guidance on structuring, timing, and decisions that affect your tax liability
Government contracting compliance
FAR-compliant accounting policies, overhead rate audits, and cost element reviews for businesses working under federal contracts
CFO and controller services
Contracted financial leadership for businesses that need executive-level oversight without a full-time hire
Business acquisitions and transactions
Financial analysis, due diligence support, and net working capital reviews when buying or selling
Start-up accounting support
Establishing accounting systems, banking relationships, and financial close procedures from the ground up
Services At A Glance
Small Business Services
Federal and state returns for S corps, C corps, partnerships, and sole proprietors, including multi-state filings.
Business Tax Preparation
Federal and state returns for S corps, C corps, partnerships, and sole proprietors, including multi-state filings.
Forward-looking guidance on structure, timing, and transactions, and deep research when the rules aren't straightforward.
Tax Planning
Forward-looking guidance on structure, timing, and transactions, and deep research when the rules aren't straightforward.
Monthly financial close, reporting procedures, and coordination with independent CPAs for reviews and audits.
Contracted Controller Services
Monthly financial close, reporting procedures, and coordination with independent CPAs for reviews and audits.
Executive-level financial oversight, monthly reporting, budgeting, banking relationships, and accounting department management. All without the cost of a full-time hire.
Contracted CFO Services
Executive-level financial oversight, monthly reporting, budgeting, banking relationships, and accounting department management. All without the cost of a full-time hire.
FAR-compliant accounting policies, cost element reviews, overhead rate support, and procedure manual development for businesses working under federal contracts.
Government Contractor Accounting
FAR-compliant accounting policies, cost element reviews, overhead rate support, and procedure manual development for businesses working under federal contracts.
Financial analysis, due diligence, and net working capital reviews for business acquisitions — including arbitration support when disputes arise.
Transaction Support
Financial analysis, due diligence, and net working capital reviews for business acquisitions — including arbitration support when disputes arise.
Foundational accounting setup for new businesses: systems, procedures, banking, and financial reporting infrastructure.
Start-Up Accounting
Foundational accounting setup for new businesses: systems, procedures, banking, and financial reporting infrastructure.
IRS Representation
Support and guidance for businesses facing IRS notices, audits, or correspondence that requires a professional response.
Support and guidance for businesses facing IRS notices, audits, or correspondence that requires a professional response.
"Small business owners don't need more complexity, they need someone who can cut through it. My job is to handle the financial side so you can focus on running the business."
Explore Mark’s Tax Services
Individuals
Tax preparation, planning, and year-round guidance for life's financial decisions, from routine returns to IRS inquiries.
Tax preparation, planning, and year-round guidance for life's financial decisions, from routine returns to IRS inquiries.
Non-Profits
Tax compliance and accounting support for charitable, membership, social welfare, and recreational nonprofit organizations.
Tax compliance and accounting support for charitable, membership, social welfare, and recreational nonprofit organizations.
Get in Touch
Have a tax question, need help with a return, or not sure where to start? Reach out to Mark.
Mark is genuinely committed to being available when you need him, on your schedule.