Law Firm Financial Services page.

---

Proper trust account management is critical to maintaining compliance and protecting your license. We ensure your IOLTA and trust accounts are accurately tracked, reconciled, and properly recorded, so client funds are handled with precision and transparency.

Includes:

• Monthly trust account reconciliation
• Client trust balance tracking
• Three-way trust reconciliation
• Trust-to-operating account transfers
• Compliance-ready trust records

Organized, reliable bookkeeping that gives you complete clarity over your finances. Whether you need ongoing monthly bookkeeping or cleanup of prior periods, we ensure your financial records are accurate, reconciled, and ready for tax filing or decision-making.

Includes:

• Monthly bookkeeping
• Catch-up and cleanup services
• Bank and credit card reconciliation
• Financial reporting and analysis
• W-9 collection and tracking

We provide tax preparation and strategic support for law firms and attorneys. Our structured approach ensures your firm remains compliant while helping you understand and manage your tax obligations confidently.

Includes:

• Law firm business tax returns
• Individual attorney tax returns
• Tax planning and preparation
• Estimated tax guidance
• Ongoing tax support

We manage payroll processing to ensure your attorneys and staff are paid accurately and on time, while maintaining compliance with tax and reporting requirements.

Includes:

• Payroll setup and processing
• Payroll tax filings
• Compliance support
• Contractor and employee classification guidance

If your books or trust accounts are behind or disorganized, we bring them back into order. We reconstruct, reconcile, and organize your financial records so your firm can move forward confidently.

Includes:

• Historical bookkeeping cleanup
• Trust account reconstruction
• Account reconciliation
• Financial record organization

• Notary Public Services 
• Loan Signing Agent 
• Certified Acceptance Agent (CAA) & ITIN Services Coming Soon
• Remote Online Notarization (RON) — Coming Soon