Client intake

Start with the right details.

Pick the service you need. Each form asks only what we need to quote your flat fee, and you can book your intro call at the end.

Individual Tax Preparation

1040 preparation for individuals, families, and retirees

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Business Tax Preparation

Tax returns for S-corporations, partnerships, C-corporations, and LLCs

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Fiduciary Tax Preparation

Form 1041 returns for trusts and estates, including beneficiary K-1s

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Monthly Accounting & Advisory

Reconciliations, financial statements, and a CPA you can call

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IRS & State Notice Resolution

We read the letter, respond, and deal with the agency for you

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Tax Planning & Advisory

Entity structure, estimates, and timing before year end

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