For Individuals & Families
Individual & Family Tax

Personal Tax Preparation

Federal and state tax return preparation with attention to accuracy, documentation, and filing requirements. We can also help with multi-state returns, prior-year cleanups, and IRS/state notices.

  • Federal & state income tax returns
  • Multi-state & part-year filings
  • 1099 and self-employment income
  • Amended & prior-year returns
  • Support responding to IRS/state notices
Need to submit W-2s, 1099s, ID, or notices? Upload through the secure client portal →
Complex Individual Filing

Individual Tax w/ Schedules

Comprehensive tax preparation for individuals with complex returns. All required schedules and forms are prepared accurately and filed on time, providing clarity and confidence during tax season.

  • Schedule C (sole proprietors / single-member LLC)
  • Schedule E (rental income, K-1 income)
  • Schedule D (capital gains / investment activity)
  • Credit and deduction optimization
  • Year-round questions via scheduled sessions
Need to send statements or ledgers? Upload through the secure client portal →
Tax Issue or Notice Resolution

Tax Resolution

Help with IRS/state notices, payment plans, prior-year cleanups, and steps to get back in good standing. We provide guidance tailored to your situation.

  • Response support for IRS/state notices
  • Back-tax reviews and prior-year cleanups
  • Payment plan and relief options
  • Penalty and interest guidance
  • Organized documentation for faster resolution
Need help resolving a tax issue? Schedule a tax resolution appointment →
For Small Businesses
Business & Payroll Compliance

Business & Payroll Tax Preparation

Ongoing support for small businesses that need quarterly and year-end help, not just a once-a-year filing. We focus on staying compliant and predictable.

  • Quarterly & annual payroll filings (W-2s and 1099s)
  • Wage, deduction, and tax-withholding calculations
  • Business income tax returns & estimated payments
  • Contractor 1099s and sales & use tax filings
  • Clear, repeatable payroll processes to stay compliant
Need support with payroll or business filings? Schedule an appointment →
Books & Compliance

Bookkeeping & Ongoing Support

Accurate books and timely review make every other filing easier. We help with monthly/quarterly bookkeeping, organization, and prep so tax season isn’t chaos.

  • Monthly / quarterly bookkeeping
  • Transaction categorization & cleanup
  • Quarterly review check-ins
  • Profit & loss organization for filing
  • Preparation for year-end returns
Need to send statements? Upload through the secure client portal →
Entity & Compliance Setup

Business Setup

Guidance through entity formation, registration, licensing, and permitting. We help you complete required steps so you start on solid footing and stay aligned with filing and compliance expectations.

  • Entity registration guidance (LLC, etc.)
  • Basic licensing & permit requirements
  • State & local registration steps
  • EIN / employer setup basics
  • Ongoing compliance reminders
Ready to formalize your business? Schedule a setup consultation →

Service Scope & Expectations

Most work can be handled virtually, including document upload, review, signature, payment, and scheduled conversation. In-person availability may be limited or seasonal.

Final fees depend on the complexity of your filing, bookkeeping, payroll, and/or setup needs. We confirm scope with you before work begins.

We can explain typical filing requirements, deadlines, and obligations. We do not provide legal advice. For entity structuring or legal questions, we recommend consulting an attorney.