Services

Everything the firm handles — from personal returns to payroll to the IRS. Personal service, by appointment.

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01

Individual Tax

Personal returns prepared carefully and filed on time — W-2s, 1099s, investments, and multi-state situations handled with an eye for every deduction you're entitled to. (Draft copy)

Who it's for: employees, freelancers, investors, and families.

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At a glance

  • Form 1040 preparation
  • W-2 & 1099 income
  • Deductions reviewed
  • Refund estimated
02

Business Tax

Entity returns, quarterly estimates, and K-1s for S-corps, partnerships, and LLCs — filed right, with your entity structure reviewed for tax efficiency. (Draft copy)

Who it's for: owners, partnerships, S-corps, and LLCs.

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At a glance

  • S-corp & partnership returns
  • Form 1120-S filed
  • Quarterly estimates
  • K-1s issued
03

Planning & Advisory

Year-round tax planning and advisory — projections, entity reviews, and strategy sessions so decisions get made before deadlines, not after. (Draft copy)

Who it's for: anyone who wants fewer surprises in April.

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At a glance

  • Year-round projections
  • Savings opportunities reviewed
  • Entity structure review
  • Strategy sessions
04

Accounting, Bookkeeping & Payroll

Clean books, current financials, and payroll that runs on schedule — so your business always knows where it stands. (Draft copy)

Who it's for: small businesses and growing teams.

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At a glance

  • Books reconciled
  • P&L kept current
  • Payroll on schedule
  • Filing deadlines tracked
05

Trust, Estate & IRS

Trust and estate returns, succession planning, and direct representation when the IRS sends a letter — handled personally, start to finish. (Draft copy)

Who it's for: fiduciaries, families, and anyone facing an IRS notice.

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At a glance

  • Estate plans aligned
  • Form 1041 trust returns
  • Notices reviewed & answered
  • Direct representation

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