- Home
- Services
Services
Everything with a tax form attached.
Six services, split two ways. Start with the side that sounds like you. If you are not sure, book a call and we will point you to the right one.
For individuals
People, couples and familiesIndividual tax returns
Your federal and state returns, prepared carefully and explained before you sign.
- W-2 and 1099 income, investments and rentals
- Credits and deductions you qualify for
- Prior-year returns you missed
- E-file with copies in your portal
Tax planning
A short planning session during the year, so you can make choices before they are locked in.
- Withholding and estimated payment check-ups
- Big life changes: marriage, kids, a new home
- Retirement and side income questions
- A written summary of what to do and when
Help with IRS and state notices
A letter from the IRS or the state is stressful. Send it to us and we take it from there.
- We read the notice and explain it
- We check it against your return
- We draft and send the reply
- We follow up until it is closed
For businesses
Owners, partners and small teamsSmall business tax
Business returns for sole owners, LLCs, partnerships and corporations, plus the owner side of things.
- Schedule C, 1065, 1120-S and 1120 returns
- Owner K-1s and state filings
- Depreciation for equipment and vehicles
- A plan for next year's estimates
Bookkeeping and monthly accounting
Tidy books every month, so tax time is quick and you always know where you stand.
- Bank and card reconciliations
- Categorized income and expenses
- Monthly profit and loss and balance sheet
- A short check-in call when you want one
Payroll
Your people get paid on time and the payroll taxes get filed. You do not have to think about it.
- Direct deposit paychecks
- Federal and state payroll tax filings
- W-2s and 1099s at year end
- New hire setup and paperwork
Pricing on request.Every situation is a little different. After a short call we send a clear quote, before any work starts, so you know the cost up front.
Ask for a quote
New here?
See exactly how we get started.
Four steps from first call to filed return, plus a printable checklist of the documents to gather.
New client guide