Individual Tax Preparation
Federal and state return preparation with careful review and clear explanations.
- W-2 / 1099 / investment income
- Deductions and credits review
- Multi-state considerations
Services
Practical tax and accounting services with clear communication and timely support.
Business Tax Preparation
Support for closely held businesses with an emphasis on accuracy and compliance.
- S-Corp / partnership / sole proprietor
- Estimated tax planning support
- Year-end readiness check
Tax Planning
Proactive planning to help reduce surprises and improve decision-making.
- Withholding and estimated tax strategy
- Retirement and timing considerations
- Major life events planning
Accounting Support
Bookkeeping/cleanup assistance and reporting support to keep records organized.
- Reconciliation support
- Basic financial reporting
- Year-end organization
Not sure what you need?
Send a quick note and we’ll point you in the right direction.