Bookkeeping & Payroll
Clean monthly books and on-time payroll, so you always know your numbers and your team is always paid.
$290 Learn more
Service
Tax Planning & Returns
Pay what you owe, and not a dollar more
Overview
Tax season should not be a scramble. We prepare federal and state returns for individuals, sole traders, partnerships and corporations, and we plan ahead so there are no surprises in April.
Every return is prepared by a licensed CPA and reviewed by a second one. If we make an error, we pay any penalty and interest that results.
Highlights
Individual returns
Including rental income, investments and self-employment.
Business returns
S corps, C corps, LLCs and partnerships.
Quarterly estimates
Calculated and reminded, so you never underpay.
Audit support
We deal with the IRS on your behalf.
What’s included
- Secure document upload portal
- Year-round tax planning call
- Deduction and credit review
- E-filing with status updates
- Multi-state returns
- Prior-year amendments
Common questions
We send a personalised checklist after your first call, usually W-2s, 1099s, mortgage interest statements and
receipts for deductible expenses.
Yes. We regularly help clients catch up on two or three years of unfiled returns.
Yes, for all 50 states.
Client reviews
What clients say
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