Tax Preparation Services
High-quality, affordable tax preparation for individuals and businesses, with professional financial guidance and a clear, client-focused process.
Individual Tax Preparation
Specializing in individual tax return preparation with clear, personalized guidance. Comprehensive tax filing for individuals, including federal and state returns, ensuring compliance with the latest tax codes and maximizing your annual deduction potential.
Business Tax Return Preparation
Limited business tax return preparation is available at this time. Primary business returns completed are for sole proprietors or single member LLCs.
Strategic Bookkeeping & Consulting
Bookkeeping and financial report review and analysis to help you understand and manage your finances.
High Quality - Affordable Rates
FAQ
Frequently asked questions
Do you prepare individual tax returns?
Yes. We prepare individual federal and state returns, whether you have a single W-2 or a mix of income sources, deductions and credits. Contact us to discuss your situation.
Can you help if I need to file in more than one state?
If you moved during the year, work in one state and live in another, or earn income across state lines, we can help you sort out multi-state filing requirements. Reach out and we'll review what applies to you.
Do you work with sole proprietors?
Yes. Sole proprietors and self-employed clients can get help reporting business income and expenses alongside their personal return. Get in touch to talk through your business.
What should I bring to my appointment?
Typically: photo ID, Social Security numbers for everyone on the return, income forms such as W-2s and 1099s, records of deductible expenses, last year's return, and any tax notices you've received. Ask us if you're unsure about a document.