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Our Services

Practical, transparent tax and advisory services for individuals, freelancers, and small businesses.

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Tax Preparation & Filing

Accurate federal and state returns for individuals, freelancers, and small businesses.

  • Individual (1040) returns
  • Self-employed & freelancer returns
  • Small business returns (LLC, S-Corp, Partnership)
  • Prior-year and amended returns
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Bookkeeping

Clean, up-to-date books so you always know where your business stands.

  • Monthly reconciliation
  • Income & expense tracking
  • Financial statements
  • QuickBooks / Xero setup & cleanup
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Business Tax Consulting

Strategic guidance to structure your business and minimize tax liability legally.

  • Entity selection & structuring
  • Quarterly estimated tax planning
  • Deduction & credit optimization
  • Multi-state tax guidance
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IRS Representation

We handle the IRS on your behalf so you don't have to.

  • Audit support
  • Notice & letter response
  • Back-tax & penalty resolution
  • Payment plan negotiation
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Payroll Services

Accurate, on-time payroll processing and filings for your team.

  • Payroll processing
  • Payroll tax filings
  • W-2 & 1099 preparation
  • New hire compliance
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Year-Round Tax Planning

Proactive check-ins throughout the year, not just at filing time.

  • Mid-year tax review
  • Life-event planning (home, marriage, business sale)
  • Retirement contribution strategy
  • Year-end planning session

Not sure which service you need?

Book a free consultation and we'll point you in the right direction — no obligation.

Book a Free Consultation