OYOur Services

Everything you need, in one place.

From your first tax return to forming and running a company, we handle the filings so you can focus on the work itself.

For Individuals

Personal tax services

Tax Preparation

Whether your return is a single W-2 or a dozen income sources, we prepare it properly and make sure nothing you’re entitled to gets left on the table. If prior years were filed incorrectly, we can amend them.

Federal & state returns Deductions & credits Extensions Amended returns Self-employment income

FBAR & Foreign Accounts

If you hold accounts outside the United States above the reporting threshold, you may be required to file an FBAR, separately from your tax return. Penalties for missing it are steep. We handle the filing and tell you plainly what you’re required to report.

FinCEN Form 114 Reporting thresholds Prior-year catch-up
For Businesses

Business & company services

Business Formation

The structure you choose affects your liability, how you pay yourself, and what you owe. We walk through the options based on your actual plans, then handle the filings end to end so nothing gets missed.

LLC PLLC S Corp C Corp EIN registration Sales tax registration

Business Accounting

Financial statements that tell you what’s actually happening in your business, plus planning ahead of deadlines so nothing arrives as a surprise. Useful whether you’re applying for a loan or just trying to understand your own numbers.

Profit & loss Balance sheets Business tax returns Tax planning

Bookkeeping

Ongoing monthly or quarterly bookkeeping so your records stay current instead of piling up until April. If you’re behind, we’ll catch you up first and then keep it clean going forward.

Transaction management Account reconciliation Catch-up bookkeeping Record organization

IRS Audit & Resolution

An IRS letter is not an emergency, but ignoring it turns into one. We read the notice, explain what it actually says, and deal with the response on your behalf. If you owe, we look at what payment options realistically apply.

IRS notices Audit support Payment plans Back taxes

Not sure which one you need?

Most people aren’t, and that’s fine. Describe your situation and we’ll tell you what actually applies, even if the answer is that you don’t need us yet.

Ask a Question →
Free · No obligation