Tax Planning & Strategy
Lead serviceProactive, year-round planning plus a tailored strategy for your industry and situation — quarterly check-ins, deduction structuring, retirement and entity moves, and projections so April holds no surprises. This is where we legally reduce taxes and save clients the most.
Tax Preparation and Filing
Accurate federal and state filing for individuals and 1099 earners. We capture every legitimate deduction and file on time — with a real CPA reviewing your return, not software alone.
Delinquent & Back Tax Returns
Unfiled years, IRS notices, mounting penalties — we help you get caught up, negotiate where possible, and get back to compliant and calm.
Bookkeeping
Clean, current books that make tax time effortless and give you a clear picture of your business month to month. Ideal for the self-employed and small operators.
IRS Representation
Got a letter? We deal with the IRS on your behalf — audits, notices, payment plans, and resolution — so you don't face it alone.
1099 & Self-Employed Advisory
Entity selection, quarterly estimates, home-office and vehicle deductions, and strategy tailored to contractors, gig workers, and real estate professionals.