Individual Tax Preparation
Whether you have a simple W-2 return or a more complex situation with multiple income sources, we'll prepare your return accurately and find every deduction you're entitled to.
We take the time to understand your complete financial picture so nothing gets missed.
What We Handle:
- W-2 employees and wage earners
- Freelance and 1099 income
- Rental property income and expenses
- Investment income (stocks, dividends, capital gains)
- Retirement distributions
- Life changes (marriage, home purchase, new baby)
- Education credits and deductions
- Itemized deductions
Small Business Taxes
Running a business is hard enough without worrying about taxes. We'll handle your business return so you can focus on what you do best — while making sure you're taking advantage of every available deduction.
We work with businesses of all structures and sizes, from side hustles to established companies.
Business Types We Serve:
- Sole proprietors (Schedule C)
- Single-member LLCs
- Partnerships
- S-Corporations
- Multi-member LLCs
What's Included:
- Business income and expense reporting
- Depreciation and asset tracking
- Home office deduction
- Vehicle and mileage deductions
- Quarterly estimated tax guidance
Tax Planning & Consultation
The best time to think about taxes isn't April — it's throughout the year. Our tax planning services help you make informed decisions that minimize your tax burden and avoid surprises.
Whether you're starting a business, selling property, or just want to be more strategic, we're here to help.
Planning Services:
- Quarterly estimated tax calculations
- Year-end tax planning sessions
- Business structure advice (LLC vs S-Corp, etc.)
- Major life event planning
- Retirement contribution strategies
- Tax projection and forecasting
Bookkeeping Services
Good bookkeeping makes tax time easier and gives you a clear picture of your business finances throughout the year. We offer bookkeeping services to keep your records organized and accurate.
Clean books mean faster tax preparation, fewer surprises, and better business decisions.
What We Offer:
- Monthly bookkeeping and reconciliation
- QuickBooks setup and support
- Expense categorization
- Financial statement preparation
- Accounts receivable/payable tracking
- Year-end cleanup for tax preparation
