We offer individual tax return preparation services tailored to your individual situation including consultation on potential tax strategies to minimize your tax liabilities. Whether you have a side business, own a rental property, etc., we will prepare your tax return with the goal of accuracy and timeliness.

Individual Tax Services and Return Preparation

Tax professionals will help you reduce the emotional and mental strain of dealing with the IRS. As a credentialed Enrolled Agent, I am licensed and specialized to practice before the IRS representing and negotiating with them on your behalf. In most cases, you may not even have to speak with the IRS directly. 

Audit Representation & Tax Resolution

We actively work to strategize using the tax law to minimize your tax liabilities, maximize cash flow, and keep you on track to reach your financial goals.

Tax Planning & Advisory

Learn about the services

We'll discuss the benefits of different business entity classifications to help you determine which is most beneficial for your goals and we create and register your business with the required entities and obtain the necessary business credentials for your particular situation.

Entity Creation Services

Whether you need to form a Non-Profit/Tax Exempt Organization or you need to file the proper tax returns for your non-profit/tax-exempt organization, we can help. Oftentimes, the process of forming a Non-Profit/Tax-Exempt organization is complicated, even knowing what documentation needs to be filed and by when it should be filed annually can be overwhelming. We will make it easier by helping you with that process and to ensure that your organization's tax returns and other required documentation are accurately and timely filed as well as in compliance with IRS regulations and local state regulations.

Non-Profit and Tax Exempt Organization Services

We make sure to properly prepare your business tax return whether it is a C-Corp, S-Corp, or Partnership tax filing. We have the knowledge and understanding to prepare the business return accurately whether you have prepared and provided financial records or we prepare the financial records for you.

Business Tax Services and Return Preparation

We prepare & file information returns such as 1099s and employment returns including W-2s and Federal income withholding tax returns. Timely filing of these forms will help your employees, contractors, and your business accurately file their respective tax returns.

Information Returns Preparation & Filing

Partner with a payroll company to ensure your payroll is completed timely and accurately including a review of payroll before approving payroll payments.

Payroll Services

Tailored bookkeeping services to fit your specific needs and situation to maintain accuracy in the record-keeping of financial transactions.

Bookkeeping Services

Don't risk facing expensive civil and criminal penalties. We will complete and file Beneficial Owner Information Reporting (BOI) with the IRS and FinCen on behalf of you and your business. The Corporate Transparency Act (CTA) was passed by the United States Congress to combat money laundering and terrorist financing. The CTA establishes a beneficial ownership information reporting requirement for corporations, limited liability companies, and other similar entities created or registered to do business in the United States. The beneficial ownership information reports must be filed with the Financial Crimes Enforcement Network (FinCEN), a bureau within the U.S. Department of Treasury.

Beneficial Owner Information Reporting (BOI)