Accurate returns filed on time. Strategy that begins long before April, so the number you owe is one you have already seen coming.
Individual and business returns are read carefully, supported by good books, and reviewed before signature. Returns are prepared by a senior preparer and never leave the firm without partner review.
You will see, and have explained to you, anything that changed materially from prior years — and why it changed.
We handle the full range of federal, state, and local tax work — for individuals, families, and operating companies.
Form 1040 and supporting schedules. Investments, equity compensation, rental property, multi-state.
Sole proprietors, freelancers, single-member LLCs. Quarterly estimates and deduction strategy.
1120-S and 1065 returns. K-1 issuance, basis tracking, and entity-level planning.
State and local compliance across jurisdictions, including apportionment and nexus analysis.
Amendments, late filings, and IRS correspondence handled directly.
When an S-Corp election is worth it, when it isn't, and what the numbers actually look like.
Quarterly estimated tax calculations, retirement and self-employed account strategy, depreciation timing, year-end projections. Real planning, in time to actually act on it.
Planning is included in ongoing engagements at no additional fee. We would rather you make the right call in October than file a perfect return in April.
Thirty minutes, no preparation needed. We listen, ask, and tell you honestly whether tax with us makes sense.
Schedule a Consultation