Services
What we do, and how.
All services are available fully remote to U.S. clients in any state. No in-office appointments, no geographic limits, no fax machines. Every engagement is handled personally.
Individual Tax
Personal tax preparation and planning for employees, freelancers, investors, and anyone whose tax situation has more moving parts than a basic return.
Return Preparation
- →Federal and state individual returns (Form 1040)
- →Self-employment and freelance income
- →Investment income, rental property, and K-1s
- →Multi-state filings
Planning & Advisory
- →Estimated quarterly payments
- →Year-end planning and projections
- →Life changes: marriage, business start, major asset sales
Prior Year & Amended Returns
- →Catching up on unfiled returns
- →Amending incorrect or incomplete prior filings
Business Tax
Business return preparation for pass-through entities and small corporations across all industries. We've handled complex work for companies of all sizes. Small clients get that same standard of attention.
Pass-Through Entities
- →S-corporation returns (Form 1120-S)
- →Partnership returns (Form 1065)
- →LLC and sole proprietor schedules
- →State returns, multi-state apportionment
Business Planning
- →S-election and entity structure planning
- →Reasonable compensation analysis
- →Retirement plan strategy (SEP, SIMPLE, Solo 401k)
Bookkeeping
Monthly bookkeeping and financial reporting so you always know where your business stands, and so tax season doesn't arrive as a surprise.
Ongoing Services
- →Monthly account reconciliation
- →Profit & loss and balance sheet preparation
- →Transaction categorization and coding
Cleanup & Catch-Up
- →Prior-year bookkeeping cleanup
- →Getting books ready for tax preparation
Business Advisory
Strategic guidance for small business owners, focused on the decisions that have real financial consequences and the planning that makes them more predictable.
Planning & Structure
- →Entity selection and formation guidance
- →Cash flow analysis and budget planning
- →New business setup and compliance review
IRS & Notices
- →Understanding and responding to IRS notices
- →Payment plan and resolution guidance
What We Don’t Do
We keep the practice deliberately focused. We don’t currently offer audit representation before the IRS or state agencies, trust and estate returns (Form 1041), non-profit returns (Form 990), international tax or FBAR filings, or payroll processing. If you need these, we’re happy to point you toward someone who handles them well.
Ready to get started?
Reach out with a bit about your situation. We’ll let you know if we’re the right fit, no pressure, no obligation.