We prepare accurate federal and state tax returns for individuals and businesses, making sure you claim all allowable deductions and credits. Our goal is to keep you compliant while minimizing your overall tax burden and stress at filing time.

Rather than only looking backward at tax time, we help you plan ahead. We run projections based on your income, expenses, and goals so you know what to expect and can make smart decisions throughout the year.

We calculate your quarterly estimated payments so you don’t end up with surprises or penalties at year-end. We can also provide or help you submit the proper vouchers so payments are made correctly and on time.

We review your situation and compare different entity options (LLC, S corporation, etc.) to help you choose what best fits your tax and business goals. If an S corporation makes sense, we can guide you through the election process and explain the pros and cons in plain language.

For S corporation owners, we help determine a reasonable salary that satisfies IRS expectations. This helps balance payroll taxes and distributions while staying compliant and reducing audit risk.

If you receive a tax notice or letter, we review it, explain what it means, and respond on your behalf. We work directly with the IRS or state agencies to resolve issues and reduce your time and anxiety.

We help determine where you have sales tax obligations, assist with registrations, and prepare ongoing returns. This keeps you compliant with changing rules and prevents costly penalties and interest.

We gather vendor information, determine who needs a 1099, and handle the preparation and e-filing. This helps you meet IRS deadlines and avoid penalties for missing or incorrect forms.

We prepare fiduciary returns for trusts and estates, coordinating with beneficiaries and other advisors as needed. Our goal is to handle the technical details so families and trustees can focus on administration and big-picture decisions.