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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
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
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
Ready to file with confidence?
Let's get your taxes filed.
Sign up for the client portal and we'll guide you through the process—whether it's individual taxes, business compliance, or bookkeeping.
Secure, confidential, and responsive.