Income tax preparation
Support for individual and business income tax returns.
Our services
Life and business.
Considered together.
Tax support for individuals. Accounting support for businesses. A practical conversation about where you are and what comes next.
01
Tax preparation & representation
For the return in front of you and the questions around it. Individual and business income tax preparation, planning, and IRS or state audit representation.
Discuss your situationTax planning
A conversation about the tax considerations around your plans.
Audit representation
Representation for IRS and state tax audits.
02
Business accounting
Monthly bookkeeping, payroll reporting, financial statements, and QuickBooks support. Practical help with the numbers behind your business.
Inside business accountingBookkeeping & statements
Monthly bookkeeping and preparation of financial statements.
Payroll reporting
Help with the reporting work associated with payroll.
QuickBooks
Setup, support, and training for business accounting.
03
Business & tax planning
From starting a business and choosing its structure to planning for a transition. Bring the financial and tax questions into the conversation early.
Discuss your situationGetting started
Business startup services and business entity selection.
Thinking ahead
Business succession planning and transition considerations.
Estates & trusts
Estate and trust tax preparation and related planning conversations.
The next conversation
Let’s make room
for what’s next.
Tell us a little about your business, your tax situation, or the question that brought you here.
Talk with the firm