Tax work held to the standard of an audit.
We prepare, plan and defend the returns of individuals and small businesses with the precision your finances deserve. Every figure is checked twice and explained once, clearly.
Individual income tax
Illustration only. Figures use 2026 federal brackets and the standard deduction.
See how your income is actually taxed.
Only the income inside each bracket is taxed at that bracket's rate. Move the slider to see your estimated federal income tax and where every dollar lands.
An estimate of regular federal income tax using the 2026 standard deduction and ordinary rates. It does not include credits, capital gains rates, self-employment tax or state tax. A full review often finds more.
| Rate | Bracket | Income taxed | Tax |
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One firm for every schedule and statement.
Select a service to see what's included and what to have ready.
Individual returns
Federal and state returns for employees, retirees, families and anyone with rental, investment or side income. We look for every credit and deduction you are entitled to and explain the result line by line.
- W-2s and 1099s
- Last year's return
- Mortgage and tuition statements
- Form 1040 and schedules
- Schedule E rentals
- Multi-state returns
Business tax
Returns for sole proprietors, LLCs, S corporations, partnerships and C corporations, plus advice on entity choice and reasonable compensation for owners.
- Profit and loss statement
- Balance sheet
- Prior-year business return
- 1120-S and K-1s
- 1065 partnership
- Form 7004 extensions
Bookkeeping
Monthly categorization and reconciliation, so your books are accurate all year and tax time becomes a formality rather than a reconstruction project.
- Bank and card reconciliations
- Monthly financial statements
- Year-end close
- Profit and loss
- Balance sheet
- Ready-to-file records
Payroll
Accurate pay runs, withholding and deposits, with the quarterly and annual filings handled on schedule for employees and contractors.
- Pay runs and pay stubs
- Tax deposits
- New-hire setup
- Form 941 and 940
- W-2 and W-3
- 1099-NEC
Tax planning
Projections before year-end, not surprises after it. We plan estimated payments, retirement contributions and the timing of major income or purchases.
- Mid-year projection
- Estimated payment schedule
- Year-end strategy meeting
- Business owners
- Self-employed earners
- Life or income changes
IRS resolution
Notices, examinations and unfiled years handled calmly and in writing. We respond on your behalf, file what's missing and arrange payment plans when they're needed.
- Every IRS or state letter
- Returns for the years in question
- Supporting records
- Notice responses
- Back-year filings
- Installment agreements
An engagement in four stages.
The same disciplined sequence for every client, so you always know what has been done and what comes next.
Consultation
A free conversation about your income, business and goals. We tell you exactly what we'll prepare and quote a fixed fee in writing.
- Scope
- Fixed fee
- Engagement letter
Documents
You upload records through a secure portal using a checklist built for your situation. We follow up on anything missing.
- Secure upload
- Tailored checklist
Preparation & review
Your return is prepared, then reviewed by a second set of eyes before you see it. Questions are resolved before anything is signed.
- Preparer
- Independent reviewer
Filing & follow-through
We walk you through the return, file electronically and confirm acceptance. Then we set your estimates and reminders for the year ahead.
- E-file confirmation
- Next-year plan
Your next four federal deadlines.
Calculated from today's date. Our clients receive reminders well before each one.
When a deadline falls on a weekend, it moves to the next business day. Legal holidays can also shift a date.
Your records, handled like a client file should be.
Encrypted document exchange
Files move through a secure portal, never as email attachments.
Written security plan
A written information security plan, as expected of tax professionals under the FTC Safeguards Rule.
IRS Publication 4557 practices
Safeguards modeled on the IRS guidance for protecting taxpayer data.
Access on a need-to-know basis
Multi-factor sign-in and limited access to every client file.
Start with a conversation.
Complete the request and we'll reply within two business days to schedule a free consultation.