Simple W2 and bank interest
Basic plus additional categories of income, deductions, credits
Freelance, single-member LLC, multiple brokerage accounts, rental real estate, K-1 activity, multiple states, employee stock options, etc.
High Net Worth Individuals that require a tailored approach to their tax compliance and financial planning matters
Get in touch with us and send some basic info about your tax situation.
File C Corp, S Corp, or Partnership tax return
*Bookkeeping year-end cleanup is an additional $150/hr
Income tax return preparation, setup and quarterly consulting on bookkeeping, payroll, sales tax, owners personal tax situation
Full-Service tax filings. Dedicated bookkeeper. Synch and manage connections to software like QBO, Gusto, ADP, Bill.com, Square, Stripe, etc. Planning for owner’s personal tax and retirement situation
