Individual and business returns, year-round planning for 1099 and self-employed income, and real help when a balance is already owed.
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If you are not sure which applies to you, take the guide on the homepage or call — it takes a few minutes to work out.
Federal and state returns prepared accurately and filed on time, with the credits and deductions you are entitled to claimed properly. We speak directly to W-2 earners, 1099 workers and anyone with both.
Returns structured to match how the business actually operates. Filing is one part of maintaining a properly structured business — we will flag anything else that needs attention while we are in the numbers.
Most independent contractors receive 1099 income with no system for setting money aside. This is the year-round service that prevents the April surprise — calculating what you owe as you earn it, and scheduling the payments.
For clients who already owe. We review the notice, organize the tax account, catch up unfiled prior-year returns, and assist with applying for an appropriate installment agreement.
Unfiled years and returns that need correcting. Both are more common than people think, and both get harder the longer they wait.
These get confused constantly. They solve opposite problems.
You want to avoid a large bill next April. We calculate what to set aside, help you make estimated payments through the year, and organize income and deductions as you earn.
You already owe. We organize the account, catch up filings, and assist with an installment agreement so the balance becomes a manageable monthly payment.
We will send a checklist specific to your service when you book. In general: last year's return, this year's income documents, and photo ID.
Select the service, choose a time, and we will send preparation instructions before you arrive.