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Full-service tax preparation and planning for Individuals and Businesses
We combine accurate filing with proactive planning for individuals and small businesses.
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W-2s, 1099s, credits, multi-state returns — done accurately and on time.
Corporate/partnership returns, quarterly estimates, entity setup & advisory.
Proactive strategies to legally minimize taxes throughout the year.
Our Most Requested Services: Individual TaxBusiness TaxEstate Tax
Full-service preparation and planning — organized document checklist, accurate e-filing in all required jurisdictions, maximized eligible deductions & credits, and year-round support for IRS/State notices.
Practical, year-round tax support for individuals and small businesses. We organize your documents, prepare and e-file accurate returns in every required state, and build compliant, tax-smart plans so you keep more of what you earn. If the IRS or a state writes to you, we’re there to help you respond with confidence.
We provide tax preparation for everything from simple W-2s to complex returns involving investments, rental properties, and self-employment income. Our tax professionals learn your situation, maximize your refund, and catch errors before they become problems—whether you're single, married, or head of household. We're available year-round for questions.
Including: W-2 income, retirement distributions, investment income, rental properties, itemized deductions, education credits, childcare credits, self-employment income, and more.
We represent clients facing back taxes, audits, liens, levies, and wage garnishments. Our tax resolution specialists communicate directly with the IRS and state authorities on your behalf, negotiating payment plans, penalty abatement, offers in compromise, and currently-not-collectible status. We protect your rights and resolve your tax debt efficiently while minimizing financial impact.
We help with: IRS audits and appeals, back tax filing, payment plans (installment agreements), offers in compromise, penalty abatement, lien and levy release, wage garnishment relief, and innocent spouse relief.
We offer tax preparation for sole proprietors, partnerships, LLCs, S-corps, and C-corps—from depreciation and inventory to multi-state filings. We work with you year-round to maintain accurate records, identify issues early, and maximize deductions and credits. Our proactive approach ensures compliance while keeping more money in your business through strategic planning.
Including: Schedule C filings, partnership returns (Form 1065), corporate returns (1120/1120S), quarterly estimated taxes, payroll tax compliance, sales tax guidance and multi-state returns.
Smart tax planning positions you for future success, not just last year's return. We help individuals and businesses reduce tax liability through strategic guidance on income timing, deductions, retirement contributions, business structure, and estimated payments. With quarterly check-ins and year-round availability, we project future scenarios, prevent surprises, and ensure you capture every legal opportunity to lower your tax burden.
We assist with: estimated tax strategies, retirement planning, entity selection, income and expense timing, capital gains planning, charitable giving, real estate transactions, succession planning, and year-end tax strategies.
Our four partners bring decades of combined experience across corporate, individual, and resolution tax matters. Each brings specialized expertise, but we work as one team on your behalf—ensuring you get the depth of knowledge and attention your situation deserves. We've built our practice on a simple principle: combine top-tier tax expertise with the responsiveness and care you'd expect from advisors who genuinely invest in your success.
Marketing Manager
My return was prepared in under a week. The team found credits I didn’t even know I qualified for and e-filed everything. Clear instructions, precise calculations, and fast answers. I’ll be back next year
Uber Driver
They explained everything clearly, helped me maximize deductions, and made the entire tax process stress-free. As an Uber driver, I finally felt confident about my return. Highly recommend their service.
Analyst
I received an IRS notice with a balance due and panicked. They investigated, prepared a 1040-X with a cover letter, got part of the amount removed, and set up an affordable payment plan. Calm, confident support from start to finish.
Fast turnarounds, maximized savings, responsive support.







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