Expert Tax Solutions, Aligned with Your Life & Business Goals
We provide accurate, timely, and stress-free tax services for individuals and businesses.
Our tax preparation services are billed according to the complexity of your return. Quotes are provided upfront, so you know exactly what to expect.
*Your tax return includes up to two meetings if needed — an initial meeting and a final review meeting.
INDIVIDUAL TAX PREPARATION
We specialize in preparing accurate, comprehensive personal tax returns that maximize your eligible deductions and credits.
Standard Returns
Form 1040
All Forms & Schedules
Multi-State Returns
Income Reporting
Schedule C - Business income for sole proprietorships & LLC’s
Schedule D – Capital gains & losses (including real estate sales)
Schedule E – Rental property and royalty income
Retirement income – 1099-R, pensions, annuities, Social Security
Credits & Deductions
Schedule A - Itemized Deductions
Child & Dependent Credits – Child Tax Credit and Dependent Care Credit
Education Credits – American Opportunity and Lifetime Learning Credits
Health Coverage Reporting – Forms 1095-A, 1095-B, and 1095-C
Special Situations
Amended Returns – Corrections or updates to prior filings
Prior-Year & Late Filings – Get caught up on unfiled returns
BUSINESS TAX PREPARATION
We focus on keeping you compliant, finding every deduction you’re entitled to, and helping you keep more of what you earn so your business can grow.
Business Returns
Form 1120 – C Corporations
Form 1120S – S Corporations
Form 1065 – Partnerships
Multi-State Business Filings
Credits & Deductions
Depreciation & Section 179 Expensing
Qualified Business Income Deduction (QBI) – Section 199A
Employment Tax Credits
FICA Tips Credits and many more
Special Situations
Amended Business Returns – Corrections to prior filings
Late or Prior-Year Filings – Bring your business current
IRS & State Notices – Response and resolution assistance
ADDITIONAL TAX SERVICES
Beyond annual tax returns, we offer specialized services to address unique situations, keep you compliant, and help you plan ahead.
Tax Planning & Strategy
Year-round tax planning to minimize liabilities
Quarterly estimated tax calculations and filings
Retirement and investment tax strategies
Entity selection and restructuring guidance
IRS & State Representation
IRS and state notice resolution
Penalty abatement requests
Specialized Filings
Sales and use tax returns
Payroll tax filings – Forms 940, 941, and state equivalents
Nonprofit organization filings – Form 990 series
Catch-Up & Compliance
Amended returns for prior years
Filing unreported or late tax returns
Correcting reporting errors and omissions
