Mon – Fri · 9:30 AM – 6:00 PM ET
Serving clients across the U.S. ·
Se habla español
Mon – Fri · 9:30 AM – 6:00 PM ET
Serving clients across the U.S. ·
Se habla español
OUR SERVICES
Six core services for individuals, self-employed professionals, partnerships and corporations.Everything is done virtually, by an experienced accountant and authorized IRS e-file provider, in English or Spanish
ON THIS PAGE
01
02
03
04
05
06
SERVICE 01
Accurate federal and state tax returns, prepared carefully and filed electronically. We look for every deduction and credit you qualify for, explain your return in plain language, and file only after you've reviewed it with us.
Who we prepare returns for
What's included
SERVICE 02
The best time to lower your taxes is before the year ends. We look ahead with you, estimate what you'll owe, and help you make decisions during the year — so April brings no surprises.
Tax projections
An estimate of your tax for the year, so you can plan for it instead of reacting to it.
Estimated tax payments
We calculate your quarterly estimated payments and remind you when they are due — ideal if you're self-employed.
Year-round guidance
Planning a big change — a new job, a home, a business? Ask us first and understand the tax side.
Best for: self-employed, business owners, growing households
SERVICE 03
Clean, organized books every month. We record and categorize your income and expenses and reconcile your accounts, so you always know where you stand — and tax time is quick and stress-free.
Monthly books ready for reporting and your corporate return.
Clear records that keep every partner informed.
Simple tracking for side income, rentals and household finances.
Behind on your books? We can help you catch up.
SERVICE 04
Starting a business is exciting — and full of paperwork. We help you start on the right foot, with the right registrations, a clear plan and a smart look at your costs from day one.
01
Help registering your business and getting your tax ID numbers in place, so you're set up correctly from the start.
02
A clear, written plan for your business — useful for your own direction and when speaking with banks or partners.
03
We review where your money goes, so you can control costs and keep more of what you earn.
Just starting out? Let's set it up right.
SERVICE 05
Pay your team correctly and on time, without the headache. We take care of payroll and the year-end forms your employees and contractors need.
PAYROLL
Regular payroll processing for your employees, with payroll taxes calculated accurately.
FORM W-2
Preparation of W-2s for your employees at the end of each year.
FORM 1099
Preparation of 1099s for the independent contractors you pay.
Have employees or contractors? We've got you covered.
SERVICE 06
Clear financial reports that show how your business is really doing. Use them to make better decisions, track your growth, and stay ready for tax time.
Quarterly reports
A check-in every three months on your income, expenses and profit — spot trends early.
Annual reports
A full picture of your year, ready for planning, lenders and your tax return.
Want to understand your numbers?
OUR SERVICES
Authorized e-file Provider
ERO, with 20+ years of tax experience
Personal service
You work directly with the founder, start to finish.
Secure & virtual
Share documents through our secure client portal, from any state.
English & Español
Get help in the language you're most comfortable with.
Book a consultation and we'll point you in the right direction. ¿Prefiere español? Con gusto le atendemos.