Everything your money needs

Federal and state returns prepared accurately and e-filed directly with the IRS.

• W-2, 1099 and gig income
• Earned Income, Child Tax and education credits
• Dependents and head of household reviews
• Prior-year and amended returns

Tax filing for the self-employed and small businesses, with deductions properly documented.

• Schedule C sole proprietors
• Self-employment tax
• Business expense review
• Estimated tax guidance

Clean, organized books every month so tax time is simple and decisions are easier.

• Income and expense tracking
• Bank and credit card reconciliation
• Receipt organization
• Monthly summaries

A clear picture of your finances with statements and support you can rely on.

• Profit & loss statements
• Balance sheets
• Year-end close
• Budgeting support

If the IRS reaches out about a return we prepared, we'll help you understand and respond.

• Review of IRS letters
• Gathering documentation
• Guidance on next steps