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Our Services
ONBOARDING
For both personal and business tax clients, this service offers a comprehensive onboarding call for new and existing clients who seek guidance on their specific situation or tax filing process. The call involves gathering basic information, explaining the process, and addressing any questions. After the call, we will provide you with a link to begin the tax process.
INDIVIDUALS
INDIVIDUAL AND FAMILY TAX SERVICES
We provide a wide range of tax planning and preparation strategies tailored to meet your unique financial goals. Our individual tax services encompass:
- Free quotes & consultations
- Individual Tax Preparation
- Non-Resident Returns
- Retirement Planning
- Education Planning
- Strategic Tax Planning
PAYCHECK EVALUATION
Reassessing your tax withholding is essential, especially if the Tax Cuts and Jobs Act has altered your refund or if you have changed from W2 to 1099 income. Even if you have done a Paycheck Evaluation last year, it is advisable to perform another one to account for any changes resulting from TCJA or life events.
BUSINESSES
BUSINESS TAX SERVICES
Experience the benefits of our expert Business Tax Services, designed to streamline your financial operations and maximize tax savings with our innovative strategies and proactive approach. Our comprehensive services include:
- Business Tax Preparation
- Payroll Services
- Printing of W-2s and 1099s
- Sales/Use Tax Returns
- Estimated Tax Payments
- Bookkeeping & Financial Planning
CONSULTATIONS
Efficiently addressing business owner inquiries related to setup, quarterly estimated payments, payroll, tax strategy, and negotiation with expert guidance.
QUARTERLY BUSINESS REVIEW
Business Owners’ Quarterly Meeting for Financial Review, Structure Analysis, and Estimated Tax Payments