Tax Preparation & Tax Planning
Tax Preparation and Planning for Individuals & Businesses
- Personal, Self-Employed, Corporate & Partnership Tax Returns
- Schedule F for Farmers
- IRS Compliance and Audit Support
- Year-Round Tax Planning and Estimated Payments
Support, Resolution, and Peace of Mind
IRS Compliance, Correspondence & Payment Plans
- IRS & State Tax Notices and Responses
- Tax Transcripts and Historical Records
- Payment Plans, Installment Agreements & Penalty Relief
LLC & Corporation Setup
Start Your Business with Confidence
- LLC & Corporation Formation and Filings
- Federal EIN (Tax ID) Registration
- Workers’ Compensation Exemption Assistance
Stay Organized and Informed Year-Round
Monthly Accounting & Profit and Loss Estimates
- Monthly Bookkeeping and Transaction Reconciliation
- Management Use Profit and Loss Statements
- Ongoing Support and Insights to Help You Grow
Clean and Organized Books
Remote Bookkeeping & QuickBooks Training
- Remote Bookkeeping and Account Reconciliation
- QuickBooks Training for Business Owners and Staff
- QuickBooks Cleanup for Existing Accounts
Plan Ahead with Confidence
Tax Planning, Budgets & Forecasts
- Year-Round Tax Planning Strategies
- Budget Development and Cash Flow Projections
- Financial Forecasting to Support Growth
Annual Officer Compensation for S Corporations
Accurate Payroll Filing Made Simple
- Annual Officer Compensation Calculation and Reporting
- QuickBooks Online Payroll Setup and Processing
- Year-End Filing and Documentation
How I Works
Efficient.
Paperless.
Seamless.
At our firm, every engagement is designed to be simple, transparent, and entirely remote. By operating without a traditional office, we’re able to deliver Big Firm CPA experience at an accessible cost—no matter where you are.
Please note: This firm is fully paperless and remote. All documents and tax returns are delivered electronically.
01
Connect & Engage
Receive an email with your engagement letter, a secure upload link, and compliance questionnaire.
02
Submit & Review
Upload your tax forms or business records through our encrypted portal. For businesses, we’ll connect or set up QuickBooks Online.
03
Preparation & Reconciliation
We prepare your return or reconcile your books, ensuring everything is accurate and up to date.
04
Delivery & Filing
Review and e-sign your completed documents. Once payment is received, we’ll securely e-file on your behalf.
Testimonials