Our Services

Personal income tax filing assistance for individuals with various income sources and situations.

• W-2 Employee Returns

  Standard returns for wage earners with W-2 income

• Investment Income

  Help with 1099-INT, 1099-DIV, capital gains and losses

• Itemized Deductions

  Mortgage interest, property taxes, charitable contributions

• Retirement Income

  Social Security, pensions, IRA and 401(k) distributions

Tax filing support and guidance for small business owners, LLCs, partnerships, and S-corporations.

• Schedule C (Sole Proprietor)

  Business profit/loss reporting for sole proprietors

• LLC & Partnership Returns

  Form 1065 and K-1 preparation for partnerships

• S-Corporation Returns

  Form 1120-S filing for S-corp businesses

• Payroll Tax Support

  Guidance on payroll tax obligations and quarterly filings

Specialized assistance for independent contractors, consultants, gig workers, and freelancers.

• 1099-NEC Income Reporting

  Help reporting non-employee compensation from clients

• Self-Employment Tax

  Calculate and file Schedule SE for Social Security and Medicare

• Business Expense Deductions

  Home office, mileage, supplies, equipment, and more

• Quarterly Estimated Taxes

  Guidance on Form 1040-ES and quarterly payment schedules

Year-round support to help you make informed decisions and stay on track with your tax obligations.

• Tax Strategy Discussions

  General guidance on tax-efficient approaches for your situation

• Record-Keeping Advice

  Tips on organizing receipts, statements, and documentation

• IRS Notice Assistance

  Help understanding and responding to IRS correspondence

• Business Setup Guidance

  General information on LLC formation and business structure paperwork