Tax Services

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Taxes shouldn’t feel confusing or last-minute. We help individuals and families file accurate returns, maximize legitimate deductions and credits, and build a year-round plan that reduces surprises. Whether simple or complex, we serve all.

What we do

• Federal & state individual tax returns (Form 1040 + schedules)
   
• W-2, 1099, self-employed, and mixed-income tax prep
   
• Itemized deductions (Schedule A) & common credits
   
• Stock sales, crypto reporting, and investment tax support
   
• Rental property & Schedule E reporting
   
• Multi-state filings and residency considerations
   
• IRS notices, letters, and tax document organization
   

Our process

1. Tax Intake & Document Review – We confirm what’s needed and what’s missing
    
2. Prep & Quality Check – Your return is prepared, reviewed, and validated
    
3. Filing & Next-Step Plan – You receive filing confirmation and a simple plan for next year
    

Ideal for you if
You want a tax professional who’s responsive, detail-oriented, and focused on both compliance and smart planning.

 Book your tax appointment and let’s get your return filed with confidence.

Ready to move forward? Complete the Personal Client Intake Form

Business taxes aren’t just about filing on time but they’re about filing accurately, staying compliant, and building a plan that protects cash flow and reduces unnecessary tax exposure. We support business owners with year-round tax services designed for clarity, confidence, and growth.

Business tax services we provide

• Business tax return preparation and filing (Federal + State)
   
• Entity types supported: LLC, S-Corp, C-Corp, Partnership, Sole Proprietor
   
• Tax planning and forecasting to reduce surprises
   
• Reasonable compensation guidance for S-Corps
   
• Deduction optimization & clean documentation support
   
• Multi-state filings and nexus guidance
   
• Estimated tax payments and quarterly planning
   
• Prior-year returns, amendments, and catch-up compliance
   
• IRS/state notices, correspondence, and resolution support
   
• Bookkeeping-to-tax coordination (so your tax return matches your books)
   

Our process

1. Tax Intake + Prior-Year Review – We confirm filings, risks, and opportunities
    
2. Books & Documentation Alignment – We address missing items before filing
    
3. Preparation + Review – Your return is prepared and quality-checked
    
4. Filing + Next-Step Strategy – You leave with a plan, not just a completed return
    

Best for: Businesses that want a tax partner who is proactive, detail-oriented, and able to support both compliance and strategy.

Ready to file and plan smarter? Schedule a Business Tax Consultation.

Some tax situations require more than standard preparation—they require experience, precision, and a strategy-first approach. Our specialized tax services are designed for complex filings, multi-entity structures,  high-impact planning, and high-stakes compliance where accuracy and documentation matter.

Specialized areas we support

• Expat & international tax support (foreign income, FTC/FEIE considerations, information return coordination)
   
• Multi-state filing & residency planning (moves, remote work, nexus, part-year returns)
   
• Entity structure & tax strategy (LLC vs S-Corp vs C-Corp, owner compensation, distributions)
   
• Real estate tax strategy (rentals, entity structuring, depreciation guidance, documentation readiness)
   
• Amended & prior-year returns (catch-up filings and corrections)
   
• IRS & state notices (responses, documentation preparation, resolution support)
   
• High-income/complex returns (multiple income streams, investments, pass-through activity)

• Cost Segregation Studies (Real Estate Tax Strategy)
  Accelerate depreciation and improve cash flow by identifying and reclassifying qualifying building components. Ideal for investors and business owners with newly purchased, constructed, or renovated property.
   

What you can expect

• A detailed intake and document review
   
• Clear action steps and a filing roadmap
   
• Proactive planning to reduce future issues
   
• Secure handling of sensitive tax data
   

Best for: Business owners, real estate investors, and high-earning individuals who need specialized guidance—not generic tax prep. 

If your taxes feel “complicated,” you’re exactly who we serve. Schedule a Specialized Tax Consultation to get clarity and a plan.