Tax done right, every year.
Accurate returns, proactive planning and expert support from a CPA and IRS Enrolled Agent, so you keep more of what you earn.
Taxes shouldn't be stressful or surprising. We prepare your federal and state returns accurately and on time, and we plan ahead with you so there are no surprises at filing time.
Tax Preparation
Individuals
- Individual returns (Form 1040), including W-2 income, investments, rental property and retirement income
- Self-employed and freelancer returns (Schedule C)
- Multi-state returns for people who live or work in more than one state
- U.S. expats and nonresidents (Form 1040NR, foreign income and FBAR reporting)
Businesses
- S corporations (Form 1120S)
- C corporations (Form 1120)
- Partnerships and multi-member LLCs (Form 1065)
- Sales tax returns and other state filings
- Prior year and amended returns
Tax Planning
We plan ahead so you keep more of what you earn.
Year-round strategy: we review your situation before year end to cut what you owe, instead of finding out in April.
Entity selection: help choosing between an LLC, S corporation or C corporation for the best tax outcome.
Estimated tax payments: quarterly payments calculated so you avoid underpayment penalties.
Deductions and credits: we find everything you are entitled to, from business expenses to the home office and retirement contributions.
Multi-state and cross-border planning: we manage your obligations when your income crosses state or country lines.
Life and business changes: support when you start a business, buy property, marry or move.
IRS Notices & Representation
Got a letter from the IRS or a state tax agency? As an Enrolled Agent, we can represent you directly. We respond to notices, deal with audits and set up payment plans on your behalf.
How It Works
Consultation
We discuss your income, business and goals.
Document collection
You upload your records through our secure portal.
Preparation and review
We prepare your return and look for every saving.
Approval and filing
You review the return, then we file it electronically.
Ongoing support
We stay available for planning and questions all year.
What to Bring
Frequently Asked Questions
When should I start planning?
Ideally before December 31. Most tax-saving moves must be made within the tax year.
Can you file returns for more than one state?
Yes, we prepare multi-state returns for individuals and businesses.
What if I missed a filing deadline?
We can prepare prior year returns and help limit penalties and interest.
Do you handle IRS audits?
Yes. As an Enrolled Agent, we can represent you before the IRS.