What We Offer
Services Built Around Your Bottom Line.
From straightforward tax filing to complex business strategy — we handle every angle of your tax situation with precision.
Tax Preparation
Accurate, thorough filing for individuals, families, and businesses. We review every deduction and credit available to you — nothing gets left on the table.
- Federal and state returns
- Prior year amendments
- Multi-state filing
- Self-employed and freelancer returns
Individual
W-2 filers, simple returns
Complex Individual
Investments, rental income, self-employment
Business
S-corps, LLCs, partnerships
Tax Planning & Strategy
Year-round planning that reduces your tax liability before it happens. We analyze your financial picture and build a forward-looking strategy — not a reactive one.
- Quarterly tax projections
- Deduction maximization strategy
- Retirement and investment tax planning
- Year-end tax minimization review
Annual Review
One strategic planning session
Quarterly Planning
Four sessions + ongoing guidance
Full Advisory
Unlimited access, full strategy management
Business Tax Services
Comprehensive tax management for LLCs, S-corps, C-corps, and partnerships. We structure your business to minimize liability and keep you compliant at every level.
- Business entity selection and structuring
- Payroll tax compliance
- Quarterly estimated tax filings
- Multi-entity tax consolidation
Startup
Single-entity, under $500K revenue
Growth
Multi-state, $500K–$5M revenue
Enterprise
Multi-entity, complex structures
IRS Representation
Facing an audit, notice, or collection action? Our Enrolled Agents represent you directly before the IRS — you don't have to say a word.
- Audit defense and representation
- IRS notice response and resolution
- Offer in Compromise negotiation
- Payment plan arrangements
Notice Response
Single IRS notice resolution
Audit Defense
Full audit representation
Collections Resolution
Liens, levies, OIC negotiations
Bookkeeping
Clean, accurate books are the foundation of smart tax strategy. We keep your financials organized, reconciled, and audit-ready every month.
- Monthly bank and credit card reconciliation
- Accounts payable and receivable tracking
- Financial statement preparation
- QuickBooks and Xero management
Starter
Up to 100 transactions/month
Professional
Up to 300 transactions/month
Enterprise
High-volume, multi-entity
Financial Consulting
Strategic guidance on business structure, cash flow, and long-term financial planning. We help you make decisions that compound over time.
- Business structure optimization
- Cash flow analysis and forecasting
- Exit planning and succession strategy
- Financial goal setting and tracking
Strategy Session
Single 90-minute consultation
Ongoing Advisory
Monthly sessions + availability
Full Partnership
Embedded CFO-level support
Free Consultation
Not Sure Which Service You Need?
Book a free consultation and we'll assess your situation and recommend exactly what makes sense for you.