Our Team


A practice built around tax preparation, planning, and year-round support

How We Work

Four practice areas, one team. Most clients work with us across more than one of them.

Tax Preparation

Federal and multi-state returns for individuals, sole proprietors, partnerships, S-corps, and C-corps. Every return is reviewed a second time before it is filed.

  • Individual returns (Form 1040)
  • Business returns (1120, 1120-S, 1065)
  • Multi-state and part-year filing
  • Prior-year and amended returns

Tax Planning

Planning work done before year end, when it can still change the outcome. We model the options, quantify the difference, and put the chosen approach in writing.

  • Entity structure and S-corp elections
  • Estimated payment scheduling
  • Retirement and deferral strategy
  • Year-end timing decisions

Bookkeeping & Accounting

Monthly books kept current, reconciled, and closed on a schedule, so the numbers behind the return are reliable long before filing season.

  • Bank and credit card reconciliation
  • Accounts receivable and payable
  • Monthly financial statements
  • QuickBooks Online setup and cleanup

Advisory & Compliance

The recurring questions that come with running a business: what to pay yourself, when to hire, which filings are due, and what a notice actually means.

  • Entity formation and registered filings
  • Payroll and contractor compliance
  • Budgeting and cash flow planning
  • IRS and state notice response

Want to Work With Us?

Send us a note about your situation and we will come back to you with a clear next step.