Services built around how you actually file
Core tax filing and accounting work, plus the specialist support that comes up once your situation gets more complicated.
Core services
Individual Tax Filing
Federal and state individual tax filing handled by our tax accounting team, not a chat bot. We cover W-2 employees, self-employed and gig income, rental property, investment income, and multi-state returns for people who moved or work across state lines.
- Federal and state e-filing
- Multi-state returns for movers, remote workers, and commuters
- Prior-year and amended return corrections
Business Tax Filing
Federal and state business tax filing for sole proprietors, LLCs, partnerships, S corporations, and C corporations, plus the entity-level decisions that shape your tax bill: entity type, reasonable compensation, and state apportionment.
- 1120, 1120-S, 1065, and Schedule C filing
- Multi-state apportionment and nexus review
- Entity structure and S-election guidance
Bookkeeping Services
Outsourced, monthly bookkeeping on QuickBooks Online, Xero, or the platform you already run, so your books are tax-ready year round instead of a scramble every April.
- Monthly transaction recording and bank reconciliation
- Accounts receivable and payable tracking
- Books delivered clean and audit-ready for tax time
Payroll Services
Full-service payroll processing, including state and local withholding registration, quarterly filings, and year-end W-2s and 1099s, for businesses with employees or contractors in one state or many.
- Payroll processing and direct deposit
- State withholding registration and filings
- W-2, 1099, and year-end compliance
IRS Tax Resolution & Audit Representation
Representation before the IRS and state tax agencies for audits, back taxes, liens, levies, and unfiled returns, with a plan built around what you can actually resolve, not a generic script.
- IRS and state audit representation
- Back tax and unfiled return resolution
- Installment agreements, offers in compromise, and penalty abatement
Tax Planning & Advisory
Proactive tax planning throughout the year, not just at filing time: estimated payments, retirement and investment timing, entity decisions, and the moves that only work if you make them before December 31.
- Quarterly estimated tax planning
- Year-end tax-saving strategy sessions
- Life-event planning: home purchase, marriage, business sale
Not sure which service you need?
Tell us what is going on and we will point you to the right service, or tell you honestly if we are not the right fit.