Tax Advisory Built Around Your Situation
Most people meet their tax preparer once a year, in April, when every available decision has already been made. That is the most expensive way to buy tax advice. The savings are almost always found in the planning, months before the return is filed.
Our tax team works year-round. We prepare individual and business returns, yes, but the greater part of the work is proactive: modelling how a job change, a property sale, a bonus, a new child or a business purchase will land on your return before the event happens rather than after.
We also handle the unpleasant side. If the IRS or a state authority opens an enquiry, we represent you. You do not sit across a table from an auditor alone and you do not have to interpret correspondence that was never written to be understood.
What You Get
- Annual individual and joint federal and state return preparation
- Small business, freelance and contractor tax filing and planning
- Estimated quarterly payment calculation and scheduling
- Responding to IRS notices, letters and audit enquiries
- Tax planning around a property sale, inheritance or business exit
- Choosing and restructuring the right business entity type
Quick Facts
- Return types — 1040, Schedule C, 1065, 1120-S, 1041
- Planning meetings — 2 per year included in annual retainer
- Audit support — Included — correspondence and representation
- Filing deadlines — Tracked and reminded automatically
- Extensions — Filed on request, with payment projection
- Delivery — Secure portal upload with e-signature
- Turnaround — Typically 5 – 10 business days from complete documents