Individual Tax Preparation
Accurate, thoughtful preparation for clients whose returns require more than basic data entry. We organize complex income, identify reporting issues, and explain the final result clearly.
- W-2 and equity compensation
- Rental real estate
- Investment and capital gains
- Multi-state filings
- Self-employment income
- Amended returns
Business Tax Compliance
Federal and state tax preparation for closely held businesses, with attention to basis, owner compensation, distributions, elections, and entity-level requirements.
- S corporations
- Partnerships and LLCs
- C corporations
- Single-member LLCs
- Estimated tax planning
- State and local filings
Year-Round Tax Planning
Forward-looking planning to help reduce avoidable tax, improve cash-flow visibility, and support major financial decisions before they are finalized.
- Entity selection
- Reasonable compensation
- Retirement contributions
- Quarterly estimates
- Transaction planning
- Capital gain strategy
Business & Owner Advisory
High-level support for owners who need a clear financial and tax perspective when making decisions about growth, compensation, structure, and operations.
- Owner compensation strategy
- Cash-flow review
- Tax projections
- Financial statement review
- Expansion considerations
- Decision support
IRS & State Notice Support
Organized assistance with tax notices, document requests, discrepancies, and unresolved filings. We help you understand what the agency is asking and how to respond.
- IRS notices
- State notices
- Penalty response support
- Correspondence review
- Amendment analysis
- Account transcript review
Accounting Review & Tax Readiness
Review and cleanup guidance to help ensure your books support accurate tax filings and useful business decisions.
- Year-end book review
- Balance sheet review
- Tax adjustment support
- Fixed asset review
- Account reconciliation issues
- Tax-ready reporting