FINANCIAL SERVICES THAT FIGHT FOR YOU
We provide mobile and virtual accounting services—tax, bookkeeping, payroll, and notary—designed to keep your business compliant, confident and always moving forward.
01
Tax Preparation & Planning
What's Included:
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Individual (1040) and Business (1120, 1120S, 1065) tax return preparation
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Tax planning and advisory sessions to optimize deductions
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Estimated tax payment calculations and reminders
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Filing for extensions and responding to IRS notices
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Support for non-profit (990) filings & more
Best For:
Small business owners, LLCs, S-Corps, and individuals who want a proactive, year-round approach to tax management.
Quick FAQs:
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What do I need to get started? We’ll provide a secure, simple checklist of documents, including prior-year returns, income statements, and expense records.
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Do you help with back taxes? Yes, we can help you get caught up on prior-year filings and communicate with the IRS on your behalf.
02
Full-Service Bookkeeping
What's Included:
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Monthly transaction categorization and expense tracking
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Bank and credit card reconciliations
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Generation of key financial statements (P&L, Balance Sheet, Cash Flow)
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Accounts Payable (A/P) and Accounts Receivable (A/R) management
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Customized financial reports and performance dashboards & more
Best For:
Business owners who are tired of managing spreadsheets and want a clear, up-to-date picture of their profitability and cash flow.
Quick FAQs:
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What accounting software do you use? We are proficient in professional-grade software like QuickBooks and can work within your existing system or set you up for success.
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My books are a mess. Can you help? Absolutely. We specialize in clean-up projects to get your historical records organized and accurate.
03
Reliable Payroll Management
What's Included:
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Full payroll processing (weekly, bi-weekly, semi-monthly)
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Direct deposit setup and management for employees
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Federal, state, and local payroll tax filings
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W-2 and 1099 preparation and year-end reporting
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New hire reporting and compliance support & more
Best For:
Businesses with employees or contractors that need a reliable, hands-off solution for payroll processing and tax compliance.
Quick FAQs:
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How do I submit payroll hours? We offer a simple and secure process for you to submit hours via email or our client portal.
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Can you handle payroll for just one employee? Yes, our services scale to fit your needs, from a single employee to a growing team.
04
Mobile Notary Services
What's Included:
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Mobile notarization of legal documents, including loan signings
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Verification of signatures for affidavits, contracts, and power of attorney
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On-site service throughout Brevard County
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Flexible scheduling, including after-hours and weekends
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Professional and confidential handling of all documents
Best For:
Business owners, real estate professionals, and individuals needing to securely execute important documents without the hassle of finding a notary.
Quick FAQs:
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What do I need for the appointment? You will need the unsigned document and a valid, government-issued photo ID.
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How much notice do you need? While we can sometimes accommodate same-day requests, we recommend booking at least 24 hours in advance.
We're good with numbers
1000+
Returns Filed
$500,000+
Tax Dollars Saved for Local Businesses
500+
Happy Clients
10/10 recommend! Travis came to our house to help with our taxes, which was incredibly convenient given our busy schedules and having a baby at home. He took the time to answer all of our questions and shared some valuable tips for next year.
Darren P.
This is the second year I’ve used Travis’ tax services and plan on doing so in the years to come. He’s professional, patient, educated and cares about his clients. He also goes the extra mile to answer any questions I have, is diligent in asking for information and really simplifies the process overall.
Jessica D.
Used Travis to get my taxes done, turns out I was losing money doing it myself. He even offered to take a look at my 2022 taxes. And turns out that the IRS owes me money! Definitely recommend!!
Jess L.