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Services

Tax preparation and bookkeeping for individuals and businesses — with a clear process and careful review.

Service

Individual Tax Preparation

Personal filings for employees, freelancers, and investors. We focus on accuracy, documentation, and clear communication so you can file with confidence.

  • Organized document checklist (W-2/1099, expenses, deductions)
  • Review of eligible deductions and credits
  • Filing support and deadline guidance
  • Year-round planning for estimates and upcoming changes
Tax documents and a coffee mug on a desk

Service

Business & Corporate Tax

Stay compliant and audit-ready with clean records and timely filings. We help businesses prepare returns, extensions, and supporting documentation.

  • Business tax returns and extensions
  • Recordkeeping support and documentation
  • Coordination for year-end reporting
  • Ongoing guidance for compliance and planning
Workspace with a laptop used for accounting

Service

Accounting & Bookkeeping

Monthly bookkeeping that keeps you informed. We reconcile accounts, keep categories clean, and produce reports you can use to run your business.

  • Monthly reconciliations and clean categorization
  • Profit & loss and balance sheet reporting
  • Year-end package to make tax season easier
  • Support for questions throughout the year
Laptop showing financial charts on a desk

Ready to file with confidence?

Book a consultation with a tax preparer.

We’ll reply with next steps and a checklist tailored to your situation—individual taxes, business compliance, or bookkeeping.

Secure, confidential, and responsive.