Tax Preparation & Planning
Taxes don’t have to be stressful. Our Tax Preparation & Planning services ensure compliance and maximize savings for individuals and businesses. We help you meet deadlines, avoid penalties, and optimize your financial future every step of the way.
Tax Preparation
Accurate and timely preparation of federal, state, and local tax returns to ensure compliance and maximize tax savings
Federal, State, and Local Tax Filings
Preparation and filing for individuals and businesses including compliance with multi-state tax requirements for those with income or operations in multiple jurisdictions.
1099, W-2, and Nonprofit Tax Filings
Generating and filing required forms for contractors, employees, and nonprofit organizations, including IRS Form 990 and relevant state filings.
Self-Employed & Business Tax Returns
Specialized support for sole proprietors, gig workers, freelancers, and business owners.
Amended and Corrective Tax Returns
Filing corrections for past tax returns to resolve discrepancies, claim missed deductions, or address audit findings.
Tax Planning
Strategic, year-round planning to minimize your tax liability, optimize savings, and ensure long-term financial success
Tax Liability Projections & Income Timing Optimization
Estimating future tax obligations and optimizing when to take income or defer expenses to minimize overall tax liability.
Retirement & Tax-Advantaged Accounts
Structuring contributions to IRAs, 401(k)s, HSAs, FSAs, and other accounts to maximize tax benefits and future savings.
Tax-Efficient Investment & Real Estate Planning
Guidance on capital gains, dividends, real estate strategies (e.g., 1031 exchanges), and other investments to reduce tax impact and optimize long-term wealth.
Family Tax Strategies
Utilizing education savings plans, child tax credits, and income-shifting strategies to minimize tax burdens for families.
Our services are 100% customizable, so you get exactly the level of support your business needs
Take as much or as little as you need, when you need it
