Our Services

Tax Preparation

• Individual federal and state tax returns

• Business tax returns

• Self-employed and 1099 reporting

Tax Planning & Advisory

• Estimated tax payments

• Year-round tax guidance

• Strategic planning to minimize surprises

Bookkeeping & Accounting

• Monthly bookkeeping

• Cleanup and catch-up services

• Financial statement preparation

IRS & State Notices

• Review and response assistance

• Guidance through tax correspondence

Services are tailored to each client’s needs. Engagement terms and scope are clearly defined before work begins.