Services

Tax strategy that works before April, not after.

We start with strategy and stay through execution — planning, filing, cleanup, and representation for individuals, the self-employed, and real estate professionals.

Tax Planning & Strategy

Lead service

Proactive, 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.

Not sure which you need?

A consultation is the fastest way to find out. We'll point you to the right starting place.

Book a Consultation