While tax preparation is a core part of what we do, we view it as the final step in a year-long process. We also offer tax planning, business bookkeeping, payroll services, and financial consulting. Our goal is to help you minimize your tax liability and build wealth throughout the year, not just record history once the year is over.

We are a year-round firm. Tax questions and financial decisions happen every month, not just before the filing deadline. Whether you receive a notice from the IRS in the summer or need to make a big financial decision in the fall, we are here to support you.

To give you the best advice, it is helpful if you bring your most recent tax return (last year's filing). If you are a business owner, having access to your current financial statements (Profit & Loss and Balance Sheet) is also ideal. This allows us to see your financial history and give you an accurate quote.

We work with a diverse range of clients, but we also have specialized experience in several key industries. During our initial consultation, we can discuss your specific field and share examples of how we have helped similar businesses or individuals navigate their unique tax situations.

We believe in transparency. Our fees are generally based on the complexity of your situation and the forms required, rather than a strictly hourly rate. For ongoing services like bookkeeping, we can often structure a flat monthly fee so you know exactly what to budget. We will always provide an estimated price range before beginning any work.

We encourage open communication. Brief questions and routine check-ins are generally included in our relationship. However, if a question requires complex research, detailed analysis, or drafting a formal response, that may be considered a separate consultation service. We will always let you know beforehand if a request will incur an additional fee.

Security is our top priority. We use a secure, encrypted client portal for uploading and downloading sensitive documents. This is much safer than email. You can upload your tax forms and receipts directly from your computer or smartphone, and you will always have access to your past returns through this portal.

Turnaround times vary depending on when we receive your information. We generally process returns on a first-in, first-out basis. We will give you a specific timeline when you submit your documents. To ensure timely filing, we establish a cut-off date each year for receiving information; materials received after that date may require an extension.

Don't panic! Receiving a notice does not automatically mean you did something wrong. If you receive a letter, send it to us immediately. We will review it, explain what it means, and help you draft a response. If you are selected for an audit, we can represent you and handle the communication with the tax authorities on your behalf.

Our team consists of licensed professionals who participate in continuing education every year. We stay current on the constantly changing tax code so you don't have to. We adhere to the highest ethical standards and professional guidelines required by our industry.

We offer a judgment-free zone. Our priority is to get you compliant and reduce your stress. We can help you file back taxes or file an "amended return" to correct errors from previous years. Often, fixing these issues sooner rather than later saves you money in penalties and interest.

Absolutely. Choosing between a Sole Proprietorship, LLC, S-Corp, or C-Corp has significant tax and legal implications. We can analyze your profit levels and business goals to recommend the structure that provides the best tax advantages and liability protection for your specific situation.

Tax software is a tool for data entry, not a tax advisor. It relies on you knowing which questions to ask and which deductions you qualify for. We provide strategy. We look for opportunities to save you money that software might miss, and we serve as a human partner to verify accuracy and handle complex "gray areas" in the tax law.

This is our favorite question. Tax preparation is recording what happened; tax planning is changing the outcome. We can meet with you before the year ends to discuss strategies—such as retirement contributions, equipment purchases, or income deferral—that can legally lower your tax bill before the year closes.

It is very simple. You do not need to have an awkward conversation with your previous accountant if you don't want to. Once we engage, we can review your prior returns to ensure everything was carried over correctly. We handle the transition so you can focus on your life and business.