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Full-service tax preparation and planning for Individuals and Companies
We combine accurate filing with proactive planning for individuals and small businesses.
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W-2s, 1099s, credits, multi-state returns — done accurately and on time.
Corporate/partnership returns, quarterly estimates, entity setup & advisory.
Proactive strategies to legally minimize taxes throughout the year.
Our Most Requested Services: Personal TaxBusiness taxEstate Tax
Full-service preparation and planning — organized document checklist, accurate e-filing in all required jurisdictions, maximized eligible deductions & credits, and year-round support for IRS/State notices.
Practical, year-round tax support for individuals and small businesses. We organize your documents, prepare and e-file accurate returns in every required state, and build compliant, tax-smart plans so you keep more of what you earn. If the IRS or a state writes to you, we’re there to help you respond with confidence.
We deliver innovative, compliant tax planning and advisory for businesses and individuals—tailored strategies that optimize taxes, reduce risk, and keep you ahead of the rules, at home and across borders, year-round. Always.
We evaluate your finances, set an affordable monthly payment, and prepare a compliant installment agreement—streamlined, short-term, or partial-pay. We negotiate with the IRS and handle reminders, notices, and plan updates.
Strategic mid-year and year-end tax planning to reduce taxes. We model entity choice, S-Corp salary vs. distributions, QBI options, and what-if scenarios and timing, savings vehicles, and safe-harbor estimates per IRS rules.
We help small and midsize businesses turn challenges into opportunities with strategic financial guidance. From securing capital to investor-ready financials, we act as a hands-on partner focused on sustainable growth & ROI.
We represent you before the IRS from first notice through resolution: respond to IDRs, collect and organize documents, attend conferences, and work to minimize or eliminate proposed adjustments and penalties. We do the rest.
We review your filed return, confirm what needs correction, and prepare an accurate amended return (Form 1040-X) with required schedules. We submit and track it, keeping you updated on refunds, balances, and any IRS notices.
Three partners. One elite standard of service.
Big-firm expertise with boutique attention—decisive, proactive, accountable.
We solve complex tax issues, protect you with compliant strategies, and deliver measurable savings.
Marketing Manager
My return was prepared in under a week. The team found credits I didn’t even know I qualified for and e-filed everything. Clear instructions, precise calculations, and fast answers—I’ll be back next year
LLC Owner
They helped me elect S-Corp status, filed Form 2553, set a reasonable owner salary, and planned my quarterly estimates. Everything was explained in plain English with a year-round plan. I finally feel in control of my taxes.
Analyst
I received an IRS notice with a balance due and panicked. They investigated, prepared a 1040-X with a cover letter, got part of the amount removed, and set up an affordable payment plan. Calm, confident support from start to finish.
Fast turnarounds, maximized savings, responsive support.







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Welcome to WordPress. This is your first post. Edit or delete it, then start writing!