Tax Preparation
Accurate, timely tax returns for individuals and businesses.
Learn More about tax preparation
Our Services
Tax Solutions Built Around You
Four practice areas, one standard of work. Every engagement starts the same way — with a conversation about your situation before a single form is opened.
Start Where You Are
Not sure which of these fits? Book a consultation and we will tell you — including when the honest answer is that you do not need us.
Tax Planning
Strategic planning to minimize taxes and maximize savings.
Learn More about tax planningBusiness Services
Bookkeeping, payroll, and tax support for growing businesses.
Learn More about business servicesIRS Representation
We represent you and resolve IRS issues professionally.
Learn More about irs representation
For individuals & families
Tax Preparation
Most people do not need a complicated return. They need someone to read it carefully, ask the right questions and file it correctly the first time.
We prepare federal and state returns for individuals and families, and we take the time to understand what changed in your year before we start. A new job, a move, a first house, a side business, a child in college — each of those changes what belongs on your return.
You will always know what we filed and why. We walk through the finished return with you before anything is transmitted, in plain language.
- Federal returnsForm 1040 and the schedules that go with it, prepared and reviewed line by line.
- State returnsResident, part-year and non-resident filings, including multi-state situations.
- Deductions & creditsWe identify the deductions and credits you are eligible to claim based on your situation.
- Investment incomeBrokerage statements, capital gains and losses, dividends and cost-basis review.
- Rental incomeSchedule E, depreciation schedules and the expense records that support them.
- Retirement incomeSocial Security, pensions, IRA and 401(k) distributions, and rollovers.
- Multi-state situationsIncome allocation and credits for taxes paid to another state.
- Prior-year cleanupUnfiled or amended returns brought current and filed properly.
Year-round
Tax Planning
The return you file in April is decided by choices you made the year before. Planning is where those choices get made on purpose.
We meet with planning clients during the year — not just at filing time — to look ahead at income, withholding and any events on the horizon. The goal is no surprises in April, and no money left on the table because a decision was made without looking at the tax side.
Planning is educational, not promissory. We model the options in front of you and explain the trade-offs so you can decide.
- Year-round planningScheduled check-ins so decisions get made with the tax effect in view.
- Withholding reviewA mid-year look at your W-4 so the April result lands where you want it.
- Estimated paymentsSafe-harbor calculations for self-employed and investment income.
- Income timingHow the timing of a bonus, a sale or an invoice changes the year it lands in.
- Retirement considerationsThe tax treatment of contributions, conversions and distributions.
- Business planningEntity structure, owner compensation and equipment purchases.
- Life eventsMarriage, a new child, a home sale, an inheritance or a move to another state.
- RecordkeepingA simple system so next year's documents are ready before you need them.
For businesses
Business Services
Bookkeeping, payroll and tax work belong on the same desk. When they are split across three vendors, the return is where the gaps show up.
Whether you are a sole proprietor filing a Schedule C or a corporation with a full set of books, we prepare the return and explain what is driving the numbers. Where your entity structure or your estimated payments are working against you, we say so.
We coordinate with your bookkeeper if you have one, and we will tell you plainly if the records need work before a return can be filed accurately.
- Sole proprietorsSchedule C preparation, home-office and vehicle substantiation, self-employment tax.
- LLCsSingle-member and multi-member filings, and how the election you made affects the return.
- PartnershipsForm 1065, partner K-1s and basis tracking.
- S corporationsForm 1120-S, reasonable-compensation discussion, shareholder K-1s.
- C corporationsForm 1120 preparation and coordination with your financial statements.
- Quarterly planningEstimated payment calculations reviewed through the year, not guessed at.
- Business deductionsWhat is deductible, what is not, and the documentation each one needs.
- Tax complianceFiling calendars, extensions and the notices that follow a late filing.
When the IRS writes
IRS Representation
An envelope from the IRS is not an emergency. It is a document with a deadline, and it needs a measured response.
Bring us the notice. We will read it, tell you what it actually says, and lay out the options and the dates that matter. Many notices are resolved with a single well-documented response letter.
Where representation is appropriate, a credentialed preparer can work with the IRS on your behalf. We do not predict outcomes — we prepare the strongest accurate response your records support.
- IRS noticesWe interpret the notice, confirm whether it is correct, and respond on time.
- AuditsDocument preparation, correspondence and representation through the examination.
- Payment plansInstallment agreement options and what each one requires.
- Prior-year filingUnfiled returns reconstructed from transcripts and records, then filed.
- Amended returnsForm 1040-X where a correction is warranted, with the support behind it.
- Resolution supportA clear picture of where your account stands and what comes next.
- State noticesThe same process for state revenue department correspondence.
- Identity verificationHelp responding to identity-confirmation letters and PIN requirements.
Ready to get started?
Book Appointment
Schedule Your Appointment Today
Let us help you make the most of this tax season.
Before You Book
Pricing depends on the forms your situation actually requires, so we quote after the first conversation rather than before it. You will have the number in writing before any work starts, and it does not change unless the scope does.
No. We work with clients in person, by phone and by video, and documents can be dropped off, mailed or sent securely. Plenty of our clients have never sat in the conference room.
Last year’s return and whatever tax documents have already arrived. Our preparation checklist covers the rest, and we send it to you when you book.
Yes. Unfiled prior-year returns and amended returns are ordinary work here. If records are missing we can often reconstruct what is needed from IRS transcripts.
No, and you should be cautious of anyone who does. What we commit to is identifying the deductions and credits you are eligible to claim, applying the current rules correctly, and explaining the result before we file.
Let’s get it filed
Ready to File With Confidence?
Bring us your documents and your questions. We will tell you plainly what your situation looks like, what we would do about it, and what it costs — before any work begins.