Our Services
From annual filings to long-term planning, we make it easy to stay compliant and confident.
Tax Preparation
Get it filed right—the first time.
We handle Individual (1040), Business (Schedule C, 1065, 1120, 1120-S), and state returns with meticulous documentation and e-file support.
Best for: Individuals, freelancers, LLCs, corporations, partnerships
Includes: Document checklist, deductions review, e-file + confirmation, post-filing support
Tax Planning
Pay what you owe—never more.
Quarterly planning, safe-harbor strategy, estimated payments, and deduction timing to keep more of your money all year.
Best for: Growing businesses, contractors, anyone with variable income
Includes: Mid-year and year-end planning sessions, projection reports, “what-if” scenarios
Tax Advisory & Planning Services
Big-picture strategy for smarter decisions.
Entity selection (LLC/Corp/S-Corp), compensation planning, retirement contributions, capital purchases, and multi-year tax roadmaps.
Best for: New formations, restructures, scaling businesses
Includes: Tailored advisory sessions, written recommendations, coordination with your CPA/attorney if needed
Tax Resolution
Notices, audits, and back taxes—handled.
We represent you before tax authorities, pursue penalty relief, payment plans, Offers in Compromise, and reasonable cause arguments.
Best for: IRS/state letters, balances due, unfiled returns, liens/levies
Includes: Case review, compliance plan, representation & negotiations, ongoing status updates
Bookkeeping & Payroll
Clean books = smarter decisions.
Monthly reconciliations, categorized expenses, financial statements, and compliant payroll so you’re always audit-ready.
Best for:
Small businesses, startups, busy owners
Includes:
Software setup/cleanup, monthly closes, payroll runs, year-end reports (W-2/1099)
Credit Repair
Fix errors and build stronger credit.
We help identify inaccuracies, submit targeted disputes, and coach you on credit-building best practices.
Best for: Clients with report errors, score drops, or major life changes
Includes: Tri-bureau review, dispute cycles, progress tracking, education
Notary Services
Convenient, professional notarization.
A quick, reliable way to notarize important documents related to your financial and legal needs.
Best for: Affidavits, acknowledgments, authorizations, and more
Life Insurance
Protect what matters—strategically.
Coverage reviews and needs analysis to align protection with your tax and financial plan.
Best for: Families, business owners (key-person, buy-sell), income protection
Includes: Policy options, comparative quotes, beneficiary guidance
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.