Tax work that actually works.
Four pillars. One goal: help you pay exactly what you owe, not a dollar more.
Tax Preparation
Accurately and efficiently prepared returns, all from the comfort of your home. Upload your documents to our secure portal, and we handle the rest. At your appointment time, we'll walk through the return together. You never upload a single receipt.
- ◆Individual (Form 1040) returns
- ◆Self-employed & Schedule C filers
- ◆S-Corporation (1120-S) returns
- ◆Partnership (1065) returns
- ◆Rental property & Schedule E
- ◆Multi-state and non-resident filings
Tax Planning
With an ever-changing tax code, you need an advisor who vigilantly searches for ways to cut down your tax bill. We help you navigate complexity and build a personalized plan to maximize savings by identifying deductions, credits, and income-structuring opportunities you may be missing.
- ◆Quarterly estimated tax projections
- ◆Equity compensation (ISOs, ESPPs, RSUs, AMT)
- ◆Retirement contribution optimization
- ◆Roth conversion analysis
- ◆Real estate tax strategy (1031, STR, cost seg)
- ◆Charitable giving & QCD planning
Entity Structuring
Most self-employed business owners overpay self-employment tax. We analyze whether an S-Corp election makes sense for your situation, file Form 2553 when appropriate, and help you navigate reasonable compensation, accountable plans, and the mechanics of running a tax-efficient entity.
- ◆S-Corp election analysis (Form 2553)
- ◆Reasonable compensation studies
- ◆Accountable plan setup
- ◆Entity conversion guidance
- ◆Multi-entity structuring
- ◆Late election relief requests
IRS Representation
As an Enrolled Agent, I hold the highest designation the IRS offers to tax practitioners, granting unlimited rights to represent taxpayers before the Service. Whether you've received a notice, are facing an audit, or need to resolve back taxes, we handle it directly with the IRS on your behalf.
- ◆CP2000 & correspondence audit response
- ◆Office & field audit representation
- ◆Offer in Compromise applications
- ◆Installment agreements
- ◆Penalty abatement requests
- ◆Innocent spouse relief
Start with a conversation.
A short call is the best way to figure out which services fit your situation and whether we're the right firm for the job.