Tax return form for tax services

TAX SERVICES

Free review of last year’s 1040 tax return for NEW clients!

Income Tax Services

Do you have rental real estate? Backdoor Roth? A side-gig or two? Solar or electric vehicle credits to claim? Want to know if your 19 year old college student would be better off claiming themself? Need a tax projection to know how much to pay in quarterly taxes? We’ve got you covered!

Have a business and considering changing to an S-Corp? We’ve got you too!

Year-round service for Individuals and Businesses

  • Tax prep by accountants who are current on new tax law, using industry-leading software

  • We check for every deduction you are eligible for and review red flags that might increase your risk for review or audit

  • Careful review of your returns for accuracy

  • We answer your questions and explain your options.

  • Help you with recordkeeping requirements

  • Electronically file your returns at the federal and state levels

  • Tax projections throughout the year to avoid surprises and avoid penalties.

  • Quarterly tax estimates & vouchers where applicable

  • Assistance with tax notices and audits

Appointments available in office, telephone or virtual - whichever YOU prefer.