Services
Tax returns and much more
We don’t just work with you during tax season. Once taxes are filed, we offer year-round planning and advisory for our clients. No matter where you are in the U.S., we’ll be your advisor as circumstances change.
Individual Tax
Personal tax preparation and planning for employees, freelancers, investors, and anyone whose tax situation has some moving parts.
Tax Compliance
- →Federal, state, and local individual tax returns
- →Self-employment and freelancer income (Schedule C)
- →Real estate holdings and activities (Schedule E)
- →Investments, retirement income, K-1 reporting, and more
Tax Planning
- →Quarterly estimated tax projections
- →Year-end tax planning with strategic meetings
- →Tax withholding review for employees
- →Tax-advantaged accounts guidance (retirement, health, education)
- →Proactive communication of the impacts from new tax laws
- →Modeling out life changes, like marriage or major asset sales
Tax Resolution
- →Reviewing and responding to IRS and state/local notices
- →Payment plan support and dispute resolution guidance
Business Tax
Business tax services for all types of organizations. From new solopreneurs to established multi-state brands, we've handled complex work for companies across most major industries. Smaller businesses get the same standard of attention that larger enterprises receive at national accounting firms.
Tax Compliance
- →Partnerships and S corporations (Form 1065 and 1120-S)
- →Corporate returns (Form 1120)
- →Single-member LLC and sole proprietors (Schedule C)
- →State and local returns with multi-jurisdiction apportionment
- →Form 1099 informational reporting
Tax Planning
- →LLC operating agreement review and waterfall modeling
- →State issues, such as PTET elections and nexus research
- →S election and entity structuring impact analysis
- →Fixed asset and depreciation optimization
- →Retirement plan strategies (SEP, solo 401(k), etc.)
Business Advisory
Strategic guidance for business owners targeting long-term growth and financial stability. Our advisory services go beyond just income tax planning. We'll personalize our focus to meet your specific goals and life situation.
Business Reporting
- →Annual bookkeeping and reconciliations
- →Financial statement preparation for internal use and tax planning
- →Chart of Accounts review and accounting automations
- →Compliance review for income, payroll, sales, and other tax types
Business Formation
- →Initial entity selection, capital contributions, and software choices
- →Introductions to other service providers as needed
- →Privacy guidance for maintaining confidentiality and reducing spam
What We Don’t Do
While we work across all 50 states and most industries, we keep the practice deliberately focused on for-profit entities and U.S. taxes. We currently don’t offer services for non-profit returns (Form 990 series) or complex international tax matters.
Our firm also does not handle monthly bookkeeping or payroll processing. If you’re looking for these services for your business, we’re happy to point you toward and partner with dedicated bookkeeping or payroll firms in our network who handle them well. We’ll be your trusted advisor on the tax side.
Ready to learn more?
Send us a message about your situation and the services you're looking for. We'll guide you through what's next.