WHAT WE DO
Tax, Bookkeeping & IRS Resolution
From tax prep and planning to bookkeeping and IRS resolution — focused work from CPAs who know your numbers, whether you're filing a return or keeping your books in order.
01 / PREPARATION
Individual Tax Preparation
Filing your own return gets riskier every year as tax law changes. We make sure you're not leaving money on the table.
— Personal income tax preparation
— Multi-state and complex returns
— Tax planning for major life events (home purchase, retirement, inheritance)
— IRS notice and audit support
02 / PREPARATION
Business Tax Preparation
Whether you're a sole proprietor or run a multi-entity business, we prepare accurate returns and make sure you're not overpaying.
— Business tax return preparation (all entity types)
— Entity structuring & S-Corp elections
— Tax credit identification (R&D, hiring, industry-specific)
03 / PLANNING
Tax Planning
Taxes shouldn't be a once-a-year scramble. We meet with you throughout the year so April is never a surprise.
— Year-round tax strategy for individuals and businesses
— Quarterly estimated tax planning
— Life-event and business-decision tax impact planning
— Retirement and succession tax planning
04 / RESOLUTION
IRS Representation & Problem Resolution
If you've fallen behind or received an IRS notice, the worst thing you can do is ignore it. We deal with the IRS directly so you don't have to.
— Back tax resolution
— Audit representation
— Payment plans
— Unfiled return resolution
05 / BOOKKEEPING
Clean, current books are the foundation of every good financial decision — and a far less stressful tax season. We keep your records accurate and up to date so you always know exactly where your business stands.
Bookkeeping & Financial Statements
— Monthly & quarterly bookkeeping
— Bank & credit card reconciliations
— Financial statement preparation
— QuickBooks setup, cleanup & ongoing support
Not Sure Which Service You Need?
Tell us a bit about your situation and we'll point you in the right direction — no commitment.