Federal and state returns for individuals and every type of entity, prepared and reviewed by a licensed CPA, with a secure portal for your documents.
W-2 income, investments, rental property, side businesses, multi-state moves and dependents.
S-corporations, partnerships, LLCs and C-corporations, including the owners' personal returns that depend on them.
Fiduciary returns (Form 1041) and exempt-organization returns (Form 990 series).
Prior-year returns that were never filed, amended returns, and responses to IRS and state letters.
We learn your situation and confirm which returns you need.
A clear letter sets out the scope, the fee and the timeline before any work begins.
You answer a short questionnaire and upload documents to your secure client portal. A checklist shows exactly what is still needed.
We prepare the return, review it, and walk you through the draft and any questions.
We file electronically, confirm acceptance, and stay available all year.
Yes. We serve clients nationwide and prepare returns for every state you have to file in.
Through your private client portal. Files are encrypted and only you and our team can see them. Please don't email Social Security numbers or account numbers.
We can file an extension. An extension gives more time to file, not to pay, so we'll help you estimate what to pay by the original due date.
Fees depend on the returns and their complexity. You'll see the fee in your engagement letter before we start.
Year-round proactive planning, estimated tax minimization, entity selection analysis, retirement planning, and multi-state nexus analysis.
Learn more →Monthly bookkeeping, financial statement preparation, payroll processing, and information return preparation for businesses of all sizes.
Learn more →Guidance on the tax treatment, compliance and management of digital assets: gains and losses, DeFi and staking income, and cost basis.
Learn more →Initial consultations are always free. Send a message and we'll respond within one business day.
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