Our Tax Services

Professional tax and financial services for individuals and businesses of all sizes.

Individual Tax Preparation

We prepare accurate federal and state tax returns for individuals and families. Whether you have a simple W-2 or complex investment income, we maximize your refund and ensure full compliance.

What's Included

  • W-2 & 1099 returns
  • Itemized deductions
  • Investment & rental income
  • Self-employment income
  • Prior year amendments

Business Tax Services

From sole proprietors to corporations, we handle all aspects of business tax preparation and filing. We help you stay compliant while minimizing your tax burden.

What's Included

  • LLC & S-Corp returns
  • Partnership returns
  • Corporate tax (C-Corp)
  • Quarterly estimated taxes
  • Sales tax filings

Bookkeeping

Accurate books are the foundation of a healthy business. Our bookkeeping services keep your records clean, organized, and ready for tax season.

What's Included

  • Monthly reconciliation
  • Accounts payable & receivable
  • Financial statements
  • QuickBooks setup & support
  • Year-end reporting

IRS Representation

Receiving an IRS notice or facing an audit can be stressful. We stand by your side, communicate with the IRS on your behalf, and work toward the best possible resolution.

What's Included

  • Audit representation
  • IRS notice response
  • Installment agreements
  • Penalty abatement
  • Offer in compromise

Tax Planning

Don't wait until tax season. Year-round tax planning helps you make smart financial decisions that reduce what you owe and keep more money in your pocket.

What's Included

  • Year-round strategy
  • Retirement tax planning
  • Business structure advice
  • Estimated tax projections
  • Life event planning

Payroll Services

We handle payroll processing, tax deposits, and compliance filings so you can focus on running your business.

What's Included

  • Weekly/bi-weekly payroll
  • Direct deposit setup
  • W-2 & 1099 preparation
  • Payroll tax filings
  • New hire reporting

Not Sure Which Service You Need?

Give us a call and we'll help you figure out the best plan for your situation.

Call (956) 422-3737