01
Individual returns
Federal and applicable state income tax return preparation for individuals and households. We can also discuss common filing questions, changes during the year, and the records needed to prepare your return.
Our services
Tax preparation and planning for individuals and small businesses.
We help individuals and small businesses prepare returns and plan with a clearer view of the decisions ahead.
Preparation
Returns prepared with care.
02
Self-employed filers
Preparation for individuals with business income, including Schedule C. We review the information you provide, talk through questions, and identify records that may need clarification.
03
Business returns
Preparation of applicable small business entity returns, including corporate returns. We discuss your entity, the year’s activity, and the records needed before defining the engagement.
Beyond the return
Plan before filing season.
A tax return looks back. Planning gives you room to consider an upcoming change while choices are still in front of you.
Tax planning
Discuss estimated payments, changes in income, and the tax effects of decisions you are considering.
Advisory conversations
Bring a specific tax question or business change. We can determine whether it fits our services and define a useful next step.
A clear scope
Before any work begins, we discuss the services, information needed, timing, and terms of the engagement.
Keep the year organized
Bookkeeping that supports your next return.
Keep business transactions categorized, accounts reconciled, and financial reports ready for review. We work with consultants, service businesses, self-employed owners, and independent retailers.
Explore bookkeeping services