Our Services

Small Businesses & Start-Ups

Go beyond compliance. Get the strategic financial partnership you need to scale sustainably and understand your numbers

Explore Small Business Services
Real Estate Investors & Agents

Optimize rental property cash flow, navigate 1031 exchanges, and leverage investor-specific tax strategies to build your wealth.

Explore Real Estate Services
Freelancers & Independents

Simplify your finances, maximize deductions, and master your tax strategy. Focus on your craft, not your books

Explore Freelancer Services

Financial Compliance & Core Accounting -Tier 1

For the new or established business that needs reliable compliance and accurate books.
  • Full-cycle bookkeeping & bank reconciliations
  • Monthly financial statement preparation
  • Preparation of year-end tax support packages
  • Business & personal tax preparation and filing

Standard Advisory Package - Tier 2

Your flagship package for the growth-phase business that needs a strategic partner.
  • Everything in Tier 1
  • Monthly Analysis & Review
  • Basic Tax Planning
  • Software Management
  • Direct Accesscation for quick questions and advice.

A La Carte Services

  • Individual Tax Preparation &  Planning (1040 with supporting schedules (e.g., C for business income, E for rental, D for investment), and year- round planning consultations.

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Delta provided consulting support for our finance department and successfully stepped in to cover the responsibilities of our Accounting Manager during her leave. She ensured continuity of financial operations, maintained accuracy and compliance, and handled critical accounting functions with professionalism and strong judgment. I would gladly work with her again.
Subash LuitelDirector of Finance, Cornerstone Montgomery