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Tax services for individuals, families and businesses.
One return or a year-round strategy. Either way, the work is built around your situation.
Tax preparation
Fast, accurate filings that maximize your refund and reduce stress, personalized to your situation.
What's included
- Individual and family returns
- Federal and state filing in all 50 states
- E-file with direct deposit
- Return review before we finalize
Strategic tax planning
Proactive strategies to lower what you owe and keep more of your earnings, all year.
What's included
- Year-round planning, not just in season
- Estimated payment guidance
- Life and income change reviews
- Strategies to reduce surprises at filing
Amendments and prior-year returns
Correct prior returns to recover missed deductions and fix filing errors, and get caught up on returns you haven't filed.
What's included
- Amended returns for prior years
- Prior-year returns you haven't filed
- Missed deductions and credits recovered
- A plan for staying on track
Business formation and registration
Set up your business for tax efficiency and long-term growth from day one.
What's included
- Entity selection (LLC, S corp and more)
- Registration and EIN setup
- Business tax returns
- Structuring for lower tax liability
Self-employed and 1099 support
Guidance for freelancers and contractors to capture deductions and simplify filing.
What's included
- Schedule C preparation
- Business expense deductions
- Quarterly estimated taxes
- Recordkeeping help
Refund advance options
Get access to your expected refund sooner when timing matters, with clear terms.
What's included
- Refund advance options for eligible clients
- Clear terms up front
- Fast direct deposit
- Eligibility varies by client
Already a client?
Everything you need to keep your file moving.
Not sure which service you need?
Book a consultation and we'll tell you exactly what your situation calls for.