We handle every detail of your personal tax return, so you don’t have to.

• W-2s, 1099s, freelance & gig income

• Self-employment, rental property & side hustles

• Stocks, crypto, retirement & investment income

• Every deduction & credit you qualify for

• Itemized or standard deduction — we run both

• Federal & State compliance guaranteed

• Audit support included

No missed forms. No math errors. Just maximum refund, every time.

Filing jointly or separately? We help you choose the best move — together.

• Joint vs. separate filing — we compare both

• Maximize marriage penalty relief or bonus

• Combined W-2s, investments & side income

• Child tax credit, Dependent care, Education credits

• Mortgage interest & charitable giving deductions

• Rental property & jointly owned assets reported correctly

• Self-employment for one or both spouses

• State filing optimized for married couples

We handle both of your incomes, deductions, and credits — so you keep more of what you earn, as a team.

Self-employed? We turn your Schedule C into a tax advantage.

• All 1099-NEC & cash income reported accurately

• Every deductible business expense captured (home office, supplies, software, etc.)

• Vehicle mileage or actual car expenses — we calculate both

• Health insurance premiums & retirement contributions deducted

• Meals, travel, phone, internet & equipment write-offs

• Home office deduction simplified (regular or simplified method)

• Self-employment tax calculated correctly

• Quarterly estimated tax setup to avoid surprises

• Audit-ready records Federal/State support included

Your hustle pays off. We make sure Uncle Sam gets his share — and not a penny more.

We make business taxes easy — so you can focus on running your company.

• 1120S (S-Corp)

• 1120C (C- Corp)

• 1065 (partnership)

• 1041 (Estate & Trust)

• 990 (Nonprofit)

• Business income & deductible expenses tracked

• Home office, vehicle, meals, travel & equipment

• Independent contractor (1099-NEC) management

• Depreciation & section 179 deductions

• Self-employment tax optimization

• Quarterly estimated tax planning

• Federal & State business audit support

Less tax stress. More profit kept.

Made a mistake or forgot something? We fix it — quickly and correctly.

• Amend federal & State returns (1040-X, etc.)

• Add missed income, deductions, or credits

• Correct filing status or dependent claims

• Fix errors from previous preparers or DIY software

• Refund recovery from prior tax years (typically up to 3 years)

• Federal & State notice response included

• We handle all forms, calculations, and follow-up

• No judgment — just solutions

We make your past tax returns right — so you can move forward.

Stop guessing. We will handle the financial part, you focus on your business.

Monthly Reconciliations & Core Bookkeeping

• Bank & credit card accounts reconciled monthly

• Categorize every transaction (income, expenses, transfers)

• Profit & loss and balance sheet reviewed

• Catch errors, duplicates & missing transactions early

• Track accounts receivable & payable

• Reconcile loans, lines of credit, and owner draws

• Reconcile payment processing accounts (Stripe, Square, PayPal, etc.)

• Reconcile asset and liability accounts (prepaid expenses, accrued expenses, etc.)

Sales Tax Filings

• Monthly sales tax filings (where required)

• Quarterly sales tax filings (where required)

• Sales tax liability calculated per transaction/jurisdiction

• Sales tax returns reviewed and filed with state/local authorities

• Payment of sales tax amounts due

Annual Compliance

• Annual report filings (state level, e.g., Secretary of State)

• Business license renewals tracked and/or reminded

Tax Preparation & Year-Round Planning

• Prepare you for tax time year-round

• Quarterly estimated tax payment calculations & reminders

• Organize year-end tax packets for your CPA (if firm does not file returns)

• Track fixed assets and depreciation

Reporting & Insights

• Custom reports (e.g., job cost, class/location, department P&L)

• Cash flow forecast vs. actuals

• Budget vs. actual review

Other Monthly/Quarterly Items

• Reconcile inventory (if applicable)

• Reconcile intercompany accounts (multiple entities)

• 1099 contractor payment tracking (annual filing if required)

• Uncategorized income/expense cleanup

• Bank feed disconnect/reconnect management

Client Support

• Unlimited support & questions included

• Monthly or quarterly review call (optional)

Monthly peace of mind. No year-end mess.