Services

OUR SERVICES

What We Provide

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.

Individuals

TAX RETURN PREPARATION: Full 1040 preparation with secure document uploads and a clear checklist. Accurate e-filing for all required states. We optimize deductions and credits, handle W-2/1099 income, investments and rentals, multi-state moves, and provide year-round support, including responses to IRS notices. Clear pricing.

Businesses

TAX RETURN PREPARATION: Accurate 1120S/1065/1120 filings for LLCs, S-Corporations, and C-Corporations. We handle multi-state returns, basis and depreciation, shareholder/partner K-1s, QBI, and quarterly estimates. Extensions and e-file included, plus year-round support for IRS notices and practical planning. Prior-year fixes & amendments. Clear pricing.

Individuals

AMANDED TAX RETURN: We review your filed return, identify errors or new information, and prepare Form 1040-X with required schedules. We explain impact on refund or balance, e-file when eligible, submit documents, and track IRS updates to resolution. We can amend prior years, respond to notices, and coordinate with state agencies.

Businesses

CORPORATE TAX PLANNING: We assess entity structure and risks, model owner salary vs. distributions, maximize QBI and credits, time income and expenses, and leverage retirement/HSA contributions. We build what-if scenarios, set safe-harbor estimates, and keep you compliant with IRS and states. Quarterly roadmaps and multistate guidance included.

Individuals

PRIOR YEARS TAX RETURNS: We locate and reconstruct missing filings, request IRS transcripts, and prepare accurate prior-year returns for federal and all required states. We review for missed credits, file amendments if needed, set up payment plans, respond to notices, and restore full compliance. Timeline, checklist, e-file tracking included.

Businesses

AUDIT SUPPORT & REPRESENTATION: From first IRS letter to closure, we respond to IDRs, organize documentation, attend conferences, and argue positions. We minimize proposed adjustments and penalties, coordinate with state agencies when needed, and keep you informed with clear next steps. We prepare management briefs, timelines, and clear next steps.

If You Need Help, Get A Consultation

FAQ

General Question

By April 15 (or the next business day). Quarterly estimates are due Apr 15, Jun 15, Sep 15, Jan 15. You can extend filing to Oct 15, but payment is still due in April.

Scroll to Top