Services
What we offer
We’re built for clients who want accuracy, clarity, and a plan—not a rushed transaction.
Tax Preparation
Individuals + small businesses. Done right, with clean documentation and clear communication.
- Individual returns (W-2, self-employed, investors)
- S-Corp, partnership, and small business returns
- Multi-state considerations (when applicable)
- Year-round support for ongoing questions
Tax Planning
Proactive strategy that helps you keep more—not “we’ll see at filing time.”
- Entity strategy + S-Corp guidance
- Estimated tax planning
- Year-end deductions + timing strategy
- Reasonable comp + payroll alignment
Business Advisory
Support for owners who want better numbers and better decisions.
- Books cleanup + monthly bookkeeping (select clients)
- Advisory support + reporting
- Process + systems support
New Client Onboarding
We keep it simple, organized, and predictable.
- Free consultation
- Prior-year review + scope confirmation
- Upfront quote before engagement
- Secure portal for document exchange