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Services

Tax services built around your life and your business.

From simple personal returns to year-round business support, every engagement starts with listening and ends with clarity.

Personal Tax Services

Individual Tax Preparation

Ideal for W-2 earners, retirees, and single filers

Complete, accurate personal tax preparation with credits and deductions carefully reviewed for your situation.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Personal Tax Services

Family and Dependent Tax Filing

Ideal for Married couples, parents, and caregivers

Filing status, dependent claims, education credits, and family-related tax benefits handled with care.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Self-Employed and 1099 Services

Self-Employed & 1099 Tax Preparation

Ideal for Freelancers, contractors, and gig workers

Schedule C income and expenses, mileage, home office, and self-employment tax organized correctly.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Business Tax Services

Small-Business Tax Preparation

Ideal for LLCs, S-Corps, partnerships, and sole proprietors

Business returns prepared with attention to structure, deductions, and owner-level tax impact.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Tax Planning

Tax Planning and Mid-Year Adjustments

Ideal for Clients expecting income or life changes

Proactive strategy sessions to reduce surprises and plan for estimated payments and withholding.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

IRS Support

IRS Notice and Communication Support

Ideal for Clients who received an IRS letter

Understand what the notice means and prepare a clear, professional response.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Prior-Year and Amendment Services

Prior-Year Tax Filing

Ideal for Clients with unfiled returns from prior years

Catch up on missed filings and get back into good standing with the IRS.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Prior-Year and Amendment Services

Tax Amendments

Ideal for Clients who need to correct a filed return

Amended returns prepared to correct income, credits, or deductions on a prior filing.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Business Tax Services

Bookkeeping Readiness Review

Ideal for Business owners preparing for filing

Review of your books so your business return can be filed accurately and efficiently.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Year-Round Support

Year-Round Tax Support

Ideal for Clients who want ongoing guidance

Access to answers, planning, and IRS support throughout the year, not just in April.

  • • Common situations reviewed during intake
  • • Document checklist provided
  • • Clear next step communicated

Pricing provided after reviewing your tax situation.

Service availability, requirements, timelines, and pricing vary according to each client's tax situation. An initial review may be required before a final service quote is provided.

FAQ

Common questions about our services.

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