Federal & State Income Tax Return Preparation

We take the stress out of tax season by filing your federal and state income tax returns on your behalf. Our goal is to make taxes easy for people in every tax bracket.

Throughout the process, we ensure that you are taking every deduction and credit available to you so that we can minimize your tax liability and save you as much money as possible.

Quarterly Estimate Assistance

If you are a business owner, entrepreneur, self-employed individual, or 1099 contractor, you may be required to pay both federal and state quarterly estimates on your income.

Calculating your quarterly estimates can be a complicated process and underpaying your required estimates may result in underpayment penalties and interest at both the federal and state level.

We help our clients with their quarterly estimates so that they stay compliant with applicable taxing authorities and avoid any penalties or interest.

Tax Planning & Consulting

Our services don't stop at just simply preparing your tax returns. We are committed to continuously identifying tax planning opportunities for our clients.

We will analyze your current tax strategies, identify ways to optimize or enhance them, and recommend tax planning strategies to minimize the effect taxes have on your overall wealth.

Tax Projections & Scenario Analysis

We offer tax projection & scenario analysis services to our clients who want to know what their projected tax liabilities will be in the future and to inform them of the tax implications of certain hypothetical transactions. We also help our clients understand the tax implications of multiple different scenarios whenever they are tasked with making a decision where all their options have different tax implications.

We offer these services to help our clients plan and budget for the future and to make sure that our clients are informed about the tax implications of various transactions.