What We Offer
Tax Services
From straightforward individual returns to complex multi-entity tax strategy, we provide personalized CPA services tailored to your unique situation.
Tax Return Preparation
Accurate, thorough preparation of federal, state, and local returns for individuals, businesses, trusts, nonprofits, and estates — signed under our PTIN and e-filed on your behalf.
Our Process
- 1
Gather information
W-2s, 1099s, K-1s, brokerage statements, receipts, and the prior year's return — typically collected through our client organizer or portal.
- 2
Review and reconcile
We check that information is complete, reconcile it to the books, and identify every deduction, credit, and election you qualify for.
- 3
Prepare the returns
Federal, state, and local returns with all supporting schedules and forms, prepared to the highest standard of accuracy.
- 4
Quality review and signing
A thorough quality review, after which the preparer signs as paid preparer under their PTIN and you authorize e-filing through Form 8879.
- 5
File and arrange payments
E-filing the returns and coordinating any payments, refunds, and extensions on your behalf.
- 6
Follow-up
Estimated payment vouchers for the coming year, and prompt responses to any IRS or state notices about the return.
Common Return Types
- Individuals: Form 1040 and state returns
- Businesses: Form 1120-S (S corps), 1065 (partnerships), and 1120 (C corps)
- Trusts and estates: Form 1041, and Form 706 for estate tax
- Nonprofits: Form 990 series
- Gifts: Form 709
Tax Advisory and Compliance
Proactive, forward-looking tax planning to reduce your tax burden legally and structure decisions well — combined with rigorous compliance to keep you accurate and on time.
Tax Compliance
Tax compliance means meeting filing and reporting obligations accurately and on time. It looks backward, recurs on a fixed schedule, and is driven by deadlines.
- Individual, business, trust, and nonprofit returns (Form 1040, 1120-S, 1065, 1041, 990)
- Estimated tax calculations, extensions, and payroll and sales tax filings
- Information returns such as 1099s and K-1s
- Responding to IRS and state notices, and representing clients in audits
Tax Advisory
Tax advisory — often called tax planning — is proactive work to reduce tax legally and structure decisions well. It looks forward and is usually project-based or done on retainer.
- Choosing an entity type and setting S corp reasonable compensation
- Retirement plan design, including Solo 401(k) and cash balance plan comparisons
- Year-end projections and income timing strategies
- Tax planning for transactions: buying or selling a business, real estate, and equity compensation
- Multi-state, estate, gift, and succession planning
- Research memos on specific tax issues
Ready to get started?
Reach out today and let's talk about how we can help you navigate tax season with confidence.
Schedule a ConsultationFree initial consultation — no obligation