Our Services

Tax expertise, delivered personally.

Every engagement begins with a conversation—not a checklist. Here's the work we do for the people and businesses we serve.

01

Individual Tax Preparation

Federal and state returns for W-2 earners, freelancers, investors, retirees, and expats. We chase every deduction and explain the ones you didn't know existed.

  • Form 1040 & schedules
  • Multi-state filings
  • Amended returns
  • Prior-year cleanup
02

Small Business Tax & Bookkeeping

From sole proprietors to multi-member LLCs and S-corps. We keep your books clean so tax season becomes a formality, not a fire drill.

  • Schedule C, 1120-S, 1065
  • Monthly bookkeeping
  • Payroll & 1099s
  • Entity structuring
03

Tax Planning & Advisory

The best tax outcomes are decided months before the filing deadline. We build a plan around your income, entity, and goals—and adjust it as life changes.

  • Quarterly reviews
  • Retirement contributions
  • Real-estate strategy
  • Owner compensation planning
04

IRS Resolution

If the IRS is calling, we answer. Your case is handled with discretion and a clear plan back to good standing.

  • Notice response
  • Installment agreements
  • Penalty abatement
  • Offer in compromise

Not sure where you fit?

Book a free consult—we'll figure it out together.

Schedule a Consultation