Services Tailored to Your Tax Needs
From simple W-2 returns to complex business filings, we handle it all — from anywhere in the country.
Personal Tax Preparation
Comprehensive individual tax preparation for W-2 earners, self-employed professionals, and rental income owners.
Who It's For
Individuals with W-2 income, freelancers, gig workers, and those with rental properties.
Typical Scenarios
What's Included
- Federal and state return preparation
- Deduction and credit optimization
- E-filing with IRS and state agencies
- Review of prior-year returns for missed opportunities
- Post-filing support for any IRS correspondence
Documents Needed
- W-2s from all employers
- Valid government-issued ID
- 1099 forms (if applicable)
- Prior-year tax return
- Mortgage interest statement (1098)
- Property tax records
Business Tax Preparation
Professional business return preparation for partnerships, S-Corps, and C-Corps.
Who It's For
Business owners filing 1065, 1120S, or 1120 returns.
Typical Scenarios
What's Included
- Complete business return preparation
- K-1 preparation for partners/shareholders
- Quarterly estimated tax guidance
- Business deduction analysis
- State business return filing
Documents Needed
- Prior-year business return
- Profit & loss statement
- Balance sheet
- Business bank statements
- Payroll reports
- Business receipts and expenses
Multi-State Returns
Accurate multi-state filing for those who earned income in more than one state.
Who It's For
Individuals or businesses with income, property, or operations in multiple states.
Typical Scenarios
What's Included
- State-specific return preparation for each state
- Credit allocation between states
- Residency and domicile analysis
- Remote worker state filing guidance
- State-specific deduction optimization
Documents Needed
- W-2s showing multiple state income
- State-specific 1099s
- Documentation of days worked in each state
- Rental income by state
- Prior-year state returns
Amended Returns
Correction of previously filed returns to claim missed deductions, fix errors, or update filing status.
Who It's For
Anyone who needs to correct a previously filed federal or state return.
Typical Scenarios
What's Included
- Review of original return for errors
- Form 1040-X preparation
- State amended return (if applicable)
- Explanation of changes letter
- IRS submission and tracking
Documents Needed
- Original filed return
- New or corrected documents
- Explanation of what changed
- Supporting documentation for changes
Business Structure & Formation
Tax-focused education on choosing and forming the right business entity for your goals.
Who It's For
Entrepreneurs, new business owners, and existing businesses considering restructuring.
Typical Scenarios
What's Included
- Entity comparison education (LLC, S-Corp, C-Corp, Partnership)
- Tax impact analysis for each structure
- Formation filing assistance
- EIN application support
- First-year tax planning guidance
Documents Needed
- Business plan or description
- Projected income estimates
- Number of owners/members
- State of formation preference
- Current business documents (if restructuring)
Not Sure Which Service You Need?
Book a free consultation and we'll help you figure it out.