Tax Services for Every Situation

From straightforward W-2 returns to complex business filings, our experienced team provides personalized tax solutions tailored to your needs.

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PERSONAL TAXES

Individual Tax Preparation

Whether you're a W-2 employee, freelancer, investor, or retiree, we prepare your return with accuracy and care. Our tiered service options let you choose the level of support that fits your needs.

W-2 & Wage Income

Traditional employment income from one or multiple employers

Self-Employment (Schedule C)

Freelancers, gig workers, and sole proprietors

Rental Properties (Schedule E)

Landlords with residential or commercial rentals

Investments & Capital Gains

Stocks, crypto, K-1s, and complex portfolios

Multi-State Returns

Remote workers and those with income in multiple states

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Choose Your Service Level

Essentials

$225

Professional preparation, e-filing, secure portal access

Most Popular

Complete

$375

Essentials + year-end planning, tax estimates, letter assistance

Advisory

$525

Complete + scheduled calls, full representation, advisor coordination

Business Entity Types

Partnership (Form 1065)

Multi-member LLCs and general partnerships

S-Corporation (Form 1120S)

Pass-through taxation with liability protection

C-Corporation (Form 1120)

Traditional corporate structure

BUSINESS TAXES

Business Tax Preparation

Running a business is complex enough. Let us handle your tax compliance so you can focus on what you do best. We prepare returns for partnerships, S-Corps, and C-Corps of all sizes.

Complete business return preparation
K-1 preparation for partners/shareholders
State filing for all 50 states
Year-round support and planning
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BEYOND TAX SEASON

Tax Planning & Advisory

The best time to reduce your tax bill is before year-end. Our planning services help you make informed decisions throughout the year.

Year-End Planning

Review your tax situation before December 31st to identify opportunities for deductions, income timing, and retirement contributions.

Tax Estimate Scenarios

"What if" projections to help you understand the tax impact of major decisions like selling investments, changing jobs, or starting a business.

Advisor Coordination

We work directly with your financial advisor, attorney, or CPA to ensure your tax strategy aligns with your overall financial plan.

ADDITIONAL SERVICES

More Ways We Can Help

Audit Support

From letter assistance to full IRS representation, we've got your back if questions arise.

Prior Year Returns

Missed a filing? We can prepare returns for previous years to get you current.

Amended Returns

Need to correct a previously filed return? We handle amendments for all years.

Entity Selection

LLC, S-Corp, or sole prop? We help you choose the right structure for your business.

Ready to Get Started?

Let's discuss your tax situation and find the right service for your needs. Schedule a free consultation today.