Tax expertise that goes beyond tax season.
Tax Services
Accurate, professional tax preparation tailored to your unique tax situation. We work with individuals, self-employed professionals, and small business owners to help ensure accurate filing and identify applicable deductions and credits.
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Services include:
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Federal & state tax preparation
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Individual & business returns
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Self-employed & 1099 income
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Investment and rental income
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Prior-year tax returns
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Secure virtual or in-person filing
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Individual Tax Preparation
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Simple — Starting at $200
For straightforward individual tax returns with basic income and filing needs. -
Moderate — Starting at $350
For returns with multiple income sources, dependents, itemized deductions, or additional tax forms. -
Complex — Starting at $575
For more advanced tax situations that may include self-employment, investments, rental income, or multiple income sources.
Business Tax Preparation - Starting at $750
Professional tax preparation for S corporations, partnerships, C corporations, and other business entities.Final pricing is based on the complexity of the return, required forms and schedules, and services needed. Bookkeeping or cleanup services, when required, are priced separately.
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Get Help Resolving Your IRS Tax Issues
Dealing with the IRS can be overwhelming. Whether you have unpaid taxes, unfiled returns, received an IRS notice, or need help understanding your options, our team can help you take the next step toward resolution.
We can assist with:
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IRS Notices & Letters
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Back Taxes & Tax Debt
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Unfiled & Prior-Year Tax Returns
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Installment Agreements
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Offers in Compromise
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Penalty Abatement Requests
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IRS Liens & Levies
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IRS Account & Tax Transcript Review
Every tax situation is different. We begin by reviewing your circumstances and IRS records to determine the appropriate resolution options available to you.
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Plan Ahead. Make Smarter Tax Decisions.
Tax planning goes beyond preparing your return. We work with individuals, self-employed professionals, and business owners throughout the year to identify tax-saving opportunities, prepare for upcoming tax obligations, and make informed financial decisions before tax season arrives.
Tax Planning May Include:
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Personalized Tax Strategy
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Income & Tax Liability Projections
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Estimated Tax Payment Planning
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Business Deduction Review
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Entity & Business Tax Considerations
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Retirement & Tax-Saving Opportunities
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Withholding Review & Adjustments
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Year-End Tax Planning
Our goal is to help you understand your tax position throughout the year so you can make proactive decisions instead of waiting until it's time to file.
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Stay Ahead of Your Tax Payments
If you earn income that isn't subject to regular tax withholding, you may need to make estimated tax payments throughout the year. We help self-employed individuals and business owners estimate their tax liability and determine appropriate quarterly payments to help avoid surprises at tax time.
This service may include:
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Estimated Tax Calculations
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Quarterly Payment Recommendations
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Income & Expense Review
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Federal & State Tax Estimates
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Payment Due Date Guidance
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Adjustments Based on Changes in Income
Stay informed about what you may owe throughout the year and plan for your tax obligations before filing season arrives.
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Tax Guidance for Growing Businesses
Running a business involves more than filing a tax return. We provide year-round tax and financial guidance to help small business owners stay organized, understand their tax obligations, and make informed decisions as their businesses grow.
Business Advisory Services May Include:
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Business Tax Strategy & Planning
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Entity & Tax Structure Review
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Business Income & Expense Review
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Tax Deduction Guidance
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Cash Flow & Financial Review
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Quarterly Tax Planning
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Business Financial Check-Ins
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Year-End Tax Readiness
Whether you're building a new business or managing an established one, we provide personalized guidance to help you better understand the financial and tax impact of your business decisions.
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Stay Organized. Know Your Numbers.
Accurate bookkeeping gives you a clearer picture of your business finances and helps keep your business prepared throughout the year. We provide ongoing bookkeeping support for small business owners so you can spend less time managing your books and more time focusing on your business.
Bookkeeping Services May Include:
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Monthly Transaction Categorization
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Bank & Credit Card Reconciliations
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Monthly Financial Statements
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Income & Expense Tracking
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Bookkeeping Cleanup & Catch-Up
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Payroll Support
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Year-End Tax Readiness
Our bookkeeping services help keep your financial records organized, accurate, and ready when it's time to make business decisions or prepare your tax return.
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WHY CHOOSE US?
Work with a federally authorized tax professional equipped to assist with tax preparation, tax planning, and IRS matters. We stay informed on changing tax laws to provide knowledgeable, reliable guidance.
IRS Enrolled Agent Expertise
Every tax situation is different. We take the time to understand your income, business, and financial circumstances to provide tax guidance tailored to your specific needs.
Personalized Tax Strategy
Taxes shouldn't only be addressed during filing season. We provide year-round support to help you stay prepared, address tax concerns, and make informed decisions throughout the year.
Year-Round Support
Breanna was very professional, knowledgeable, and accommodating. She kept me informed every step of the way and was always accessible whenever I had questions. The process was smooth, stress-free and the value of her services was well worth the cost.
Gabrielle Reid
Brianna was very helpful and I learned so much that I didn’t know and that was helpful. Will be returning back for service
Teri Watson
Excellent, transparent services. Great financial structure and has been nothing but success since joining. 10/10 would recommend any day!