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Comprehensive tax preparation for individuals with various income sources.
What's Included
- W-2 wage income
- Investment income (dividends, capital gains)
- Rental property income
- Retirement distributions
- Education credits and deductions
- Itemized deduction analysis
Who It's For
Employees, retirees, investors, and individuals with multiple income sources.
Typical Turnaround
5-10 business days (standard), 2-3 business days (express)
Specialized tax preparation for freelancers, contractors, and gig workers.
What's Included
- Schedule C preparation
- 1099 income reporting
- Business expense deductions
- Home office deduction
- Self-employment tax calculation
- Quarterly estimate guidance
Who It's For
Freelancers, independent contractors, gig economy workers, and consultants.
Typical Turnaround
7-14 business days
Complete business tax services for LLCs, S-Corps, and C-Corps.
What's Included
- LLC/Partnership returns (Form 1065)
- S-Corporation returns (Form 1120-S)
- C-Corporation returns (Form 1120)
- Multi-state filing support
- K-1 preparation and distribution
- Business deduction optimization
Who It's For
Small business owners, partnerships, and corporations.
Typical Turnaround
10-21 business days
Proactive tax strategies to help you plan ahead and stay compliant.
What's Included
- Quarterly estimated tax calculations
- Year-end tax planning sessions
- Retirement contribution strategies
- Income timing optimization
- Deduction planning
- Multi-year tax projections
Who It's For
High-income earners, business owners, and those seeking to optimize their tax situation.
Typical Turnaround
Ongoing advisory relationship
Monthly accounting services to keep your books accurate and up-to-date.
What's Included
- Bank & credit card reconciliation
- Monthly financial statements
- Accounts payable/receivable
- Expense categorization
- Financial reporting
- QuickBooks/Xero support
Who It's For
Small businesses needing reliable monthly bookkeeping support.
Typical Turnaround
Monthly deliverables by the 15th
Expert assistance responding to tax notices and resolving issues.
What's Included
- Notice review and explanation
- Response preparation
- IRS/state correspondence
- Penalty abatement requests
- Payment plan arrangements
- Audit representation guidance
Who It's For
Anyone who has received a tax notice or needs resolution support.
Typical Turnaround
Initial response within 48-72 hours
Save time and improve follow-up with better lead intake, appointment scheduling, client reminders, CRM setup, review requests, and AI-assisted business workflows.
What's Included
- Website lead-capture systems
- Appointment scheduling & reminders
- Automated email & text follow-up
- CRM and lead-tracking setup
- Review-request automation
- Zapier, Make & n8n consulting
Who It's For
Small business owners who want to save time and never miss a lead.
Typical Turnaround
Scoped per project after a strategy call