Tax Advisory Services
Take Control of Your Tax Bill Without Surprise
How We Help
Entity Optimization
We analyze your income to see if we can save you thousands in self-employment taxes.
Maximize Depreciation
Leverage accelerated depreciation options (like Section 179) to keep cash in your business.
Quarterly Tax Projection
We calculate exact quarterly estimated tax payments so you never face underpayment penalties.
Why Choose Us
Lots of tax practices file your return without helping you save.
We work with you as a dedicated tax professional throughout the year so you can pay less in taxes.
Work with a federally licensed tax practitioner today.
What to Expect
Tax Strategy Session
We analyze past returns, entity structure, and goals to identify immediate savings.
Quarterly Check-ins
Every quarter we review your numbers, adjust estimated tax payments, and refine strategies.
Year-End Planning
Execute final tax-saving moves before the year ends.
Tax Filing
We'll apply everything we did throughout the year to your tax return and file.
Bookkeeping
Let us take care of your books, payroll, and your financial statements every month.
Monthly Bookkeeping
Focus on running your business and we'll handle the numbers. We reconcile bank and credit card statements, track transactions, and give you monthly financial statements.
Financial Statements
Every month, expect to receive up-to-date financial statements to know exactly where your company stands.
Payroll Services
Payroll is handled by Gusto. We will help with setup and can fully manage payroll from federal and state filings to actually running payroll on your schedule.
Tax Preparation
Work with an IRS Enrolled Agent
We specialize in tax preparation for businesses and their owners for all entity types such as sole proprietors, partnerships, LLCs, and corporations.
We e-file and give every client their tax documents through our secure document portal.
Work with a federally licensed tax practitioner today.
Tax Relief
Don't Worry, We've Seen Worse. Probably...
Receiving an IRS notice can be scary but you don't have to face it alone. We negotiate directly with the IRS to resolve back taxes. remove unmanageable penalties, and stop wage garnishments or levies.
Restore your peace of mind and let us speak to the IRS on your behalf.
Ready to Work with us?
Don't spend another season stressing over taxes. Work with a trusted expert who breaks down all the numbers and is with you year-round.