Services

FOR INDIVIDUALS

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NEW TAX CLIENT INQUIRY

Accurate and timely preparation of federal and state tax returns for individuals, with attention to compliance and optimization of available deductions and credits.

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TAX PLANNING & STRATEGY

Proactive analysis and planning designed to identify opportunities for tax savings and improve financial outcomes, as well as calculations of quarterly estimated tax payments to help manage liabilities and avoid underpayment penalties.

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ESTATES & TRUSTS

Preparation of income tax returns and related schedules for trust and estates in accordance with IRS and state requirements.

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FINANCIAL WELLNESS & BUDGET PLANNING

We offer personal budgeting & cash flow planning, debt management & reduction planning, financial goal setting & tracking, credit review & improvement guidance, savings & emergency fund planning, and spending analysis & financial behavior insights.

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NOTARY SERVICES

We offer several types of notarization. Contact us today to set up an appointment.

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FOR EMPLOYERS AND BUSINESS OWNERS

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BUSINESS TAX PREPARATION

Comprehensive tax preparation for sole proprietorships, partnerships, LLCs, S corporations, and C corporations. Services include return preparations, planning, and year-end filings.

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TAX PLANNING & GUIDANCE

Proactive analysis and planning designed to identify opportunities for tax savings and improve financial outcomes, as well as calculations of quarterly estimated tax payments to help manage liabilities and avoid underpayment penalties.

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NEW BUSINESS GUIDANCE

Guidance for entrepreneurs on bookkeeping, tax responsibilities, and sound financial management practices.

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ACCOUNTING SERVICES

We offer monthly & quarterly bookkeeping, financial statement preparation, regular reconciliation of financial accounts to maintain accuracy & detect discrepancies, accounts payable & receivable management, and chart of accounts customization.

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PAYROLL SERVICES

Configuration & management of payroll systems, preparation & submission of all required payroll tax forms & reports to federal & state agencies, W-2, W-3, 1099 preparation & filing, and Employee vs. Contractor classification guidance.

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