Services
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Individual tax preparation
Federal and state returns, prepared and reviewed by a second accountant before filing.
How we handle individual tax preparation -
Business tax returns
Returns for sole proprietors, partnerships, S corporations and C corporations.
How we handle business tax returns -
Bookkeeping
Monthly reconciliation and clean financial statements you can actually use.
How we handle bookkeeping -
Payroll
Payroll runs, filings and year-end forms for small teams.
How we handle payroll -
Tax planning
Year-round planning so April isn’t a surprise.
How we handle tax planning -
IRS and state notices
We read the letter, explain it and respond for you.
How we handle IRS and state notices
Who we work with
Households
W-2 income, rental property, investments, a new baby or a move. Returns prepared and explained.
Small businesses
Sole proprietors, LLCs and S corporations with up to about 50 employees.
Self-employed and contractors
Quarterly estimates, deductions and records that hold up.
How it works
Consultation
A free 20-minute call. We tell you whether we’re the right fit.
Engagement letter
A written scope and fixed fee, signed before work begins.
Secure document upload
Encrypted client portal. Please don’t email tax documents.
Review and file
We walk you through the return before filing.