SERVICES
The approach is hands‑on and practical, rooted in clear communication — no jargon, just guidance you can trust.
Tax Planning & Compliance
-
Preparation of individual, partnership and corporate income tax
-
Identifying tax planning and savings opportunities
-
Compiling, organizing and summarizing tax records for accurate, timely filings
-
Preparation of payroll, sales tax, tangible property tax filings.
Small Business & Solopreneur Support
-
Financial statements, bookkeeping and reconciliations for accurate, up-to-date records
-
Record-keeping strategies that simplify documentation and reduce stress at tax time
-
Guidance to help separate personal and business finances
-
Systems setup and automation to streamline invoicing and bill pay
Client Advisory Services
-
Cash flow projections and scenario planning
-
Profitability and pricing analysis
-
Budgeting and forward-looking financial planning
-
Streamlined systems and workflow recommendations
Fiduciary Income Tax and Accountings for Trusts and Estates
-
Fiduciary income tax filings for trusts and estates, including for 1041 and related schedules.
-
Compiling financial activity to provide Trust Accounting Reports to Beneficiaries
-
Coordinating with wealth advisors, financial planners, and legal counsel to keep alignment with the overall estate and trust plans.
-
Assisting with IRS and state correspondence, resolving filings issues and addressing fiduciary-specific questions as they arise.
Tax Resolution
-
Resolving Tax matters with IRS and state agencies so you don't have to navigate complex issues on your own.
-
Responding to notices, and managing correspondence through secure online account services to keep communication timely and organized.
-
Reviewing transcripts and account history to pinpoint what happened, what's outstanding, and the most effective steps to resolve it.
-
Requesting penalty abatement and guiding you through resolution options with practical next steps to minimize tax burden.