Let’s take the headache out of tax season.

We prepare federal and state income tax returns for individuals, C corporations, S corporations, partnerships, and LLCs.

Those returns include federal Form 1040, Form 1120, Form 1120-S, and Form 1065, with the applicable state return(s). Additionally, we prepare Form 1099 filings and quarterly tax estimates for our business clients.

Our tax preparation process includes a one-on-one virtual meeting with your CPA, easy and secure document upload, return preparation with internal review for accuracy, discussion of the results, electronic filing, and a copy of your return.

We also prepare federal and state quarterly tax payment estimates for our business clients and applicable individual clients.

Tax planning isn’t just about finding new deductions this year or shifting income to next year—it’s about implementing strategies to keep the most money in your pocket in the long term.

Whether you’re looking to scale your business or maximize your retirement, having an individualized tax plan can maximize your after-tax dollars and help you reach your financial goals.

Our tax planning process includes collecting income and deduction information for the year, projecting the full-year results, considering and presenting multiple what-if scenarios, and delivering your tax plan for your consideration and reference.

Our planning strategies include entity selection, income and deduction shifting, Roth conversions, capital expenditures, and more.

For both new and established businesses, our certified tax pro can help get your books set up, organized, and running smoothly.

Having accurate books is not only necessary to run your business, but instrumental in understanding and growing your business.

We provide integrated tax preparation and bookkeeping services to business clients and applicable individual clients. In order to be eligible for this service, clients must currently be using (or transitioning to) QuickBooks Online.

Our bookkeeping services include QuickBooks setup and support, account reconciliations, app automations, payroll and information returns, and more.