Most tax savings come from decisions made during the year. We look ahead with you so the return reflects choices you made on purpose.
Choosing an entity, setting a reasonable salary, timing purchases and planning distributions.
Selling into new states, adding employees, or preparing for a sale or investment.
Investment income, equity compensation, rental property and charitable giving.
Buying or selling a business or property, a large bonus, retirement, or an inheritance.
We discuss your goals, your income and the decisions coming up.
Scope and fee agreed in writing.
We review prior returns and current-year numbers and project where you stand.
You get clear, written options with the trade-offs of each, in plain English.
We revisit the plan as the year unfolds, and before year-end.
As early in the year as possible. Some choices, such as an S-corporation election or retirement plan setup, have deadlines.
It can be, but they work best together: the plan carries straight into the return.
No one honestly can. We show you the options and their likely effect so you can decide.
Federal and state returns for individuals, partnerships, S-corps, C-corps, trusts, and nonprofits. All entity types, all 50 states.
Learn more →Financial analysis, budgeting & forecasting, internal controls, KPI development, and interim CFO services for growing businesses.
Learn more →Independent business valuations for transactions, buy-sell agreements, estate and gift planning, lending, and disputes.
Learn more →Initial consultations are always free. Send a message and we'll respond within one business day.
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