Tax Preparation
Professional preparation and filing of individual and business tax returns with a focus on accuracy, compliance, and proper documentation.

Tax & IRS Compliance Support
Administrative and documentation support for IRS notices, audits, and compliance matters. Services include record organization, correspondence preparation support, and audit readiness assistance for individuals, businesses, and tax professionals.

Bookkeeping & Accounting Support
Bookkeeping support for small businesses, including monthly bookkeeping, account reconciliations, cleanup and catch-up bookkeeping, and tax-ready financial records.

Accounts Payable & Vendor Management
Support with vendor onboarding, W-9 collection, TIN verification, vendor bills and invoices, payment tracking, 1099 payment tracking, and 1099 preparation and e-filing

Business Structuring & Startup Support
Assistance with business formation, entity setup filings, EIN registration, and other startup documentation and registrations.

Business Compliance Support
Administrative and documentation support for business filings, structural updates, and ongoing compliance requirements.

Third-Party Registered Agent Coordination
Assistance identifying and coordinating with third-party registered agent providers when registered agent services are required.

Education & Resources | CrediRise Business Academy
Educational tools, training, and resources for individuals, business owners, and tax professionals covering tax preparation, bookkeeping, business operations, and compliance.