Our Services

Tax Preparation & Planning

Full-service tax compliance plus proactive strategies to keep more of what you earn — year after year.

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What's Included

✓Individual (Form 1040) — including self-employed, rental income, and investments
✓S-Corp, C-Corp, and partnership returns (Forms 1120 / 1120S / 1065)
✓Sole proprietor and single-member LLC filing
✓Multi-state returns
✓IRS notice response and audit representation
✓Year-round tax planning strategies and projections
✓Estimated quarterly tax calculations

Beyond Filing: Proactive Tax Planning

Most firms file your return in April and disappear until next year. We work with you year-round so you're never caught off guard.

Entity Structure Review

Is your business structured optimally? We analyze whether an S-Corp election, LLC, or other structure minimizes your self-employment and income taxes.

Retirement Contribution Planning

Solo 401(k), SEP-IRA, and defined benefit plans can dramatically reduce taxable income. We model the options for your situation.

Depreciation & Cost Segregation

Accelerate deductions on real estate and equipment to offset income in the current year.

Estimated Tax Forecasting

No surprises at year-end. We recalculate your quarterly estimates every time your income changes.

Life Event Tax Planning

Marriage, divorce, a new business, an inheritance, or a home sale all carry tax implications. We help you plan before they happen.

Who This Service Is For

Individuals & Families
Freelancers & Contractors
Small Businesses
Mid-Size Corporations

Not sure if this fits your situation? Schedule a free consultation and we'll map out exactly what you need.

Ready to stop overpaying taxes?

Schedule a free 30-minute consultation. We'll review your situation and tell you exactly where we can help.

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