So many numbers, too little time

Schedule a tax consultation

Tax season never ends

Let us do the work so you can focus on other things.

We offer:

✓ Secure cloud-based document upload
✓ 100% remote capability including online signatures and payment
✓ Electronic filing 
✓ Refund transfer (fees paid from refund) and refund advance (refund-based loan)
✓ State returns

Our Services

  • Small Business Consulting

    Are you a sole proprietor, LLC, partnership, or S-Corp? Do you need advice on which entity best serves your business? Expenses, deductions, and employees; we can help!

  • Life Changes

    Newly married or divorced? Did you buy a home or rental property? Is your family growing? Did you start a new job or retire? Life changes mean tax changes!

  • Real Estate Services

    Are you a real estate agent or broker? Should you be filing estimated taxes? What expenses can you deduct? Is leasing or owning a vehicle a better choice? Are you ready for an employee? Let us help you with entity decisions.

  • Stock Option/RSU Advice

    If your company provides you with stock and RSU benefits, let us help you avoid a tax day surprise! We can help you prepare and manage the tax implications throughout the year.

  • Tax Planning

    Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15.

  • IRS Response/Audit Consultation

    Did you receive an IRS letter? Time is of the essence! Let us help you respond. We can offer guidance, advice, or represent you before the IRS.