Services
Tax services built around your situation
Three ways we help individuals, families, and small-business owners: preparing returns accurately, planning ahead, and advising on the tax side of important decisions.
Tax Preparation & Filing
Accurate, well-documented returns
Individual federal and state income tax returns, prepared carefully and explained clearly so you understand what was filed and why.
- Federal individual income tax returns
- State income tax returns
- W-2 and 1099 income
- Investment income and capital gains
- Rental income
- Schedule C self-employment income
- Common deductions and tax credits
Tax Planning & Strategy
Decisions made before the year closes
Planning looks forward. We estimate where the year is heading and identify adjustments while there is still time to make them.
- Annual tax projections
- Estimated tax payments
- Withholding optimization
- Retirement contribution planning
- Capital gains tax planning
- Year-end tax strategies
- Tax-saving opportunity assessments
Business Tax Advisory
The tax side of business decisions
For self-employed individuals and small-business owners weighing how to structure income and operations.
- W-2 versus 1099 comparisons
- Sole proprietor versus LLC tax considerations
- S-corporation tax election analysis
- Business deductions
- Self-employment tax planning
- Tax implications of business decisions
Advisory services address tax considerations only. We do not provide legal advice, form legal entities, or draft legal documents such as operating agreements, wills, or trusts; we are happy to coordinate with your attorney.
Not sure where to start?
A consultation is the simplest first step. If you already know what you need, request a quote.
Please do not send tax documents through this website. If we work together, documents are exchanged through a separate secure client portal.