Tax Services
Individual Tax Preparation
We prepare accurate and compliant returns for individuals, families, and self-employed taxpayers. We take the time to understand your unique situation and ensure you’re receiving every deduction and credit available.
Services include:
Business Tax Preparation
We handle returns for small businesses, startups, and established companies across multiple industries.
Returns prepared for:
Tax Planning & Strategy
Proactive planning means fewer surprises and potentially significant savings.
Our planning services cover:
We prepare accurate and compliant returns for individuals, families, and self-employed taxpayers. We take the time to understand your unique situation and ensure you’re receiving every deduction and credit available.
Services include:
- Federal and state income tax returns
- Itemized deductions & tax credit optimization
- Filing for students, retirees, and dependents
- Multi-state returns
- Tax return amendments
- IRS letter responses & issue resolution guidance
Business Tax Preparation
We handle returns for small businesses, startups, and established companies across multiple industries.
Returns prepared for:
- LLCs
- Sole proprietors & freelancers
- Partnerships
-
S-Corporations & C-Corporations
Additional support: - Depreciation & asset scheduling
- Expense categorization and review
- Estimated quarterly tax calculations
Tax Planning & Strategy
Proactive planning means fewer surprises and potentially significant savings.
Our planning services cover:
- Year-round consultations
- Income strategy alignment for tax efficiency
- Quarterly estimates
- Retirement tax planning
- Capital gains and investment-related tax guidance
- Business structure optimization for tax purposes
