Federal and State Filing (Form 1040 and all schedules)
We make tax season stress-free by preparing and filing your individual returns accurately and on time. From W-2 income and dependents to credits and deductions, we ensure you claim everything you’re entitled to while staying fully compliant.

Includes:

• Federal and state filing

• Dependents and credits

• Tax planning recommendations for the next year

Ideal for individuals, families, and self-employed professionals.

Strategic Tax Planning for Individuals and Businesses
Don’t just react to taxes, plan for them. We help you design a proactive strategy to reduce liabilities, improve cash flow, and position yourself for next year’s success.

Includes:

• Mid-year or year-end planning sessions

• Estimated tax projections

• Deduction and credit optimization

• Entity or filing status review

Best for clients seeking long-term savings and clarity

IRS Representation

Professional Help When the IRS Calls
If you’ve received a letter or audit notice, don’t face it alone. As authorized representatives, we communicate directly with the IRS on your behalf to resolve issues quickly and effectively.

Includes:

• Audit representation and correspondence

• Payment plan and penalty abatement negotiation

• Prior year return review and correction

• IRS and state tax resolution strategies

Expert support to protect your rights and minimize penalties

Comprehensive filing for all entity types
We handle complex business tax filings so you can focus on running your company. Whether you’re a corporation, partnership, or nonprofit, our detailed, compliant, and timely service ensures accuracy and peace of mind.

We prepare:

• C Corporations (1120)

• S Corporations (1120S)

• Partnerships (1065)

• Nonprofits (990)

Multi-state and international filings welcome

Build Your Business on a Strong Foundation
Choosing the right structure is key to success. We guide you through entity selection, registration, and compliance to ensure your business is set up for growth and protection.

Includes:

• Entity selection guidance (LLC, S-Corp, C-Corp, Partnership, Sole Proprietorship)

• Filing and registration support

• EIN and state registration assistance

• Ongoing compliance and record-keeping setup

Ideal for new entrepreneurs and expanding businesses.

Accurate, Timely, and Transparent Financial Records
Our bookkeeping service keeps your financials organized and tax-ready all year long. We reconcile accounts, categorize expenses, and provide detailed reports to help you make informed business decisions.

Includes:

• Monthly reconciliations and reporting

• Income and expense tracking

• QuickBooks or preferred accounting software integration

• Year-end tax preparation support

Ideal for small and growing businesses.

Reliable Payroll You Can Count On
We simplify your payroll process, from calculating wages and tax withholdings to ensuring timely deposits and reports. Stay compliant with all federal, state, and local requirements without lifting a finger.

Includes:

• Payroll setup and management

• Employee and contractor payments

• Tax filing and reporting (944, 941, 940, DE9, etc.)

• End-of-year W-2 and 1099 preparation

Tailored to small and mid-sized businesses.

Strategic Tax Planning for Individuals and Businesses
Don’t just react to taxes, plan for them. We help you design a proactive strategy to reduce liabilities, improve cash flow, and position yourself for next year’s success.

Includes:

• Mid-year or year-end planning sessions

• Estimated tax projections

• Deduction and credit optimization

• Entity or filing status review

Best for clients seeking long-term savings and clarity.

Professional Help When the IRS Calls
If you’ve received a letter or audit notice, don’t face it alone. As authorized representatives, we communicate directly with the IRS on your behalf to resolve issues quickly and effectively.

Includes:

• Audit representation and correspondence

• Payment plan and penalty abatement negotiation

• Prior year return review and correction

• IRS and state tax resolution strategies

Expert support to protect your rights and minimize penalties.