Individual Tax Preparation
For W-2 employees, families, retirees, and students
We make filing stress-free and accurate, helping you keep more of your hard-earned money. Our team ensures your returns are error-free, compliant, and optimized for maximum refunds.
Services Include:
- Federal & State tax filing
- Maximum refund review & optimization
- Full document and income verification
- Audit-safe preparation
- Filing tax extensions
- Year-round tax planning and guidance
Self-Employed & Side Hustlers
For freelancers, creators, gig workers, consultants, and small business owners
We provide personalized solutions to manage taxes, minimize liability, and stay fully compliant.
Services Include:
- Schedule C filing & profit/loss reporting
- Expense tracking & deduction optimization
- Estimated quarterly tax assistance
- Personalized write-off planning
- Income organization & guidance
- Retirement contribution planning
- Tax-saving strategies for side hustlers
Small Business Tax & Compliance
For LLCs, sole proprietors, and service-based businesses
We handle your tax obligations so you can focus on growing your business while remaining compliant.
Services Include:
- Business tax filing & reporting (LLC, S-Corp, C-Corp, Partnerships)
- Sales & use tax registration and support
- Quarterly estimated tax planning
- Year-end bookkeeping cleanup
- Compliance guidance and record setup
- Payroll tax filing & employee tax management
- Business expense review and deduction optimization
Specialized Tax Services
Tailored solutions for unique financial situations
We help clients with investments, rental properties, trusts, estates, and complex financial planning.
Services Include:
- Rental property tax reporting for landlords and investors
- Investment & capital gains tax planning
- Retirement income & Social Security tax planning
- Trust and estate tax return preparation
- High-net-worth individual tax planning
- Charitable contribution strategies
- Multi-state tax planning
IRS & State Representation
Expert guidance when dealing with audits or tax disputes
Our team represents clients before the IRS and state authorities to resolve issues efficiently.
Services Include:
- Audit assistance & representation
- Responding to IRS and state notices
- Payment plan setup & offer in compromise solutions
- Filing penalty abatement requests
- Back-tax resolution and negotiation
- Tax debt relief planning and consultation