Services
Tax and bookkeeping, handled
Tax
Individual Tax Preparation
Accurate federal and state returns for individuals and families, prepared in professional tax software and filed electronically.
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Tax Planning
Year-round planning to lower your tax bill legally, before the year ends, instead of finding out what you owe in April.
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Executive & Equity Compensation Tax
Tax preparation and planning for executives and senior professionals paid in salary, bonuses, and company stock.
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Quarterly Tax Filings & Estimated Payments
We calculate your quarterly estimated taxes and prepare your quarterly IRS and state filings, so every deadline is met and there's no surprise bill in April.
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Business Tax Preparation
Returns for sole proprietors, LLCs, partnerships, S corporations, and C corporations, coordinated with your books.
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IRS & State Notice Help
Got a letter from the IRS or your state? We'll help you understand it and respond on time.
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Sales Tax Calculations & Filings
We track where you owe sales tax, set up the right rates in your software or platform, and prepare and file your returns on time.
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International & Expat Tax Filings
US returns for people who live, work, or hold accounts outside the United States, including foreign income and account reporting.
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VAT Filings
Selling to customers in the UK, EU, Canada, or other countries with VAT or GST? We help you register, track, and file.
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Bookkeeping
Monthly Bookkeeping
Monthly bookkeeping in QuickBooks Online or Drake Accounting, whichever fits your business, with reconciled books and clear monthly reports.
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Catch-up & Cleanup Bookkeeping
Behind by months or years? We bring your books up to date and reconciled so you can file with confidence.
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Payroll & Contractor 1099s
Payroll processing and contractor 1099s in the payroll software you choose, with every pay run recorded in your books.
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New Business Setup
Start clean, with an EIN, a bookkeeping system, a chart of accounts that fits your business, and a plan for taxes.
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Advisory
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.