Individual Tax Preparation
Tax return preparation for individuals and families, with attention to your income, deductions, and changing circumstances.
Tax preparation, year-round planning, and business advisory for individuals, families, and businesses nationwide.
Schedule a ConsultationTax & advisory services
From your personal return to your next business decision, we bring preparation and planning together so you know where you stand and what comes next.
Tax return preparation for individuals and families, with attention to your income, deductions, and changing circumstances.
Tax compliance for your business, with returns reviewed in the context of your operations and ownership.
Projections and forward planning around income, retirement, and the financial decisions ahead of you.
Estimated tax calculations and adjustments as your income changes, so you can plan for payments throughout the year.
Entity selection guidance and S-corp election analysis to help you evaluate the structure that fits your business.
Help understanding tax notices, reviewing the issues, and preparing a response to the IRS or state agency.
Working together
Work directly with your CPA on your returns, your questions, and the decisions ahead. We bring tax preparation and year-round planning together around your needs.
Meet by video to discuss your needs and whether we're a good fit.
Your engagement defines the returns and services we'll handle together.
One point of contact for the preparation and planning in your engagement.
Industry-specific support
Explore tailored support for content creators, small-business owners, and HENRY households (high earners who are still building wealth).
We work with individuals, families, business owners, and professionals across the United States. We also offer focused support for content creators, small-business owners, and HENRY households (high earner, not rich yet). All meetings are held by video.
Yes. We provide individual and business tax preparation and consider how the two fit together. Your engagement will define the returns and services included.
Yes. Our services include year-round tax planning, projections, quarterly estimated tax calculations, and guidance on business decisions. We build the scope around your needs.
We offer entity selection guidance and S-corp election analysis. We look at your business, income, and goals to help you evaluate your options.
We offer help reviewing and responding to IRS and state tax notices. Contact us to discuss the notice and its deadline. Please do not upload the notice or sensitive tax documents through the contact form.
Schedule an initial conversation using our online calendar, or send a question through the Contact page. We will discuss your needs and whether we are a good fit. Meetings are held by video.
A first consultation is a conversation, not a sales pitch. Pick a time that works and we'll take it from there.