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Our Services

We provide tax preparation, bookkeeping, and compliance support for individuals, freelancers, and small businesses. Clear, reliable, and stress-free.

For Individuals

Individual Tax Preparation (Form 1040)

Federal and state returns for employees, contractors, families, and students.

Tax Planning Sessions

Withholding, estimated taxes, life events, and annual planning.

State & Local Tax Filing

Part-year residency, multi-state filing, and local jurisdiction returns.

For Small Businesses

Schedule C (Freelancers & Contractors)

Organizing income/expenses and filing business activity on Schedule C.

LLC & S-Corporation Returns

Annual tax filings for S-corps, single-member and multi-member LLCs.

Quarterly Estimated Taxes

Avoid penalties and plan ahead with accurate quarterly estimates.

Bookkeeping & Payroll

Monthly Bookkeeping

Bank reconciliation, expense categorization, and organized books.

Payroll Setup & Coordination

We assist with payroll setup and ongoing compliance requirements.

Financial Reports

Monthly or quarterly P&L, Balance Sheet, and Cash Flow statements.

Cleanup & IRS Help

Catch-Up Bookkeeping

Behind on your books? We help reconstruct and organize past records.

Prior-Year Tax Returns

File missing or unsubmitted tax years with confidence.

IRS Letters & Notices

Review and guidance for IRS notices, corrections, and payment plans.