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Services

The services we provide to our clients.

This page is a reference for current clients, a plain-language summary of what we do and how we approach it. If you're a client and have a question about any of these areas, please reach out anytime.

For businesses

Business Services

Business Tax Return Preparation

We prepare federal and state business returns with an eye toward accuracy first, then opportunity. If we see a way to file differently going forward that will benefit you, we will tell you, because that's the kind of relationship we want to have with our clients.

Payroll

Payroll can be one of the more intimidating parts of running a small business, especially when it comes to knowing when and how to pay the associated taxes. We handle payroll and clearly communicate the tax burden so you can focus on running your business.

For individuals

Individual Tax Services

Tax Preparation

Individual tax returns prepared with care and clear communication. We take the time to explain what changed, what to expect, and to answer even the smallest questions along the way.

Quarterly Estimates

For clients who need to make quarterly estimated tax payments, we help you plan the amounts, keep track of due dates, and adjust as your year takes shape, so there are no surprises come April.

Rental Property Taxes

Whether you own one rental or a small portfolio, we prepare the associated schedules and help you understand how depreciation, expenses, and income affect your overall return.

Current clients can reach out anytime with questions. There's no such thing as a small one.