Personal Tax Preparation

Accurate, compliant personal tax filing that maximizes your deductions and ensures full IRS compliance.

Includes:
W-2 income filing • 1099 and freelance income • Investment income and capital gains • Rental property income • Multi-state returns • Deduction optimization • Tax planning guidance Expert Analysis

Business Tax Services

Comprehensive tax preparation and strategic planning for any business structure to minimize your tax burden.

Includes:
LLC tax preparation • S-Corporation tax filing • Partnership returns • Sole proprietor returns • Quarterly estimated taxes • Tax strategy & entity planning • Deduction identification Tax Optimization

IRS Tax Resolution

Specialized CTRC-certified tax resolution services to resolve complex IRS issues and get you back on track.

Includes:
Offers in compromise • Installment agreements • Penalty abatement • Back tax resolution • IRS liens & levies • Notice response • Payment plans CTRC Certified

Monthly Bookkeeping

CPA-managed bookkeeping that keeps your books clean, organized, and ready for tax season or any audit.

Includes:
Transaction categorization • QuickBooks setup & maintenance • Bank reconciliation • Monthly financial statements • CPA review • Expense tracking • Year-round management CPA-Reviewed

Payroll Services

Full-service payroll processing and compliance to ensure your employees are paid correctly and taxes are filed on time.

Includes:
Payroll processing • W-2 preparation & filing • 1099 contractor processing • Tax withholding calculation • Direct deposit setup • Quarterly payroll tax filing • Federal & state compliance Compliant & On-Time

Sales Tax Filing

State and multi-state sales tax compliance, calculation, and timely filing to keep your business compliant.

Includes:
Sales tax return preparation • Multi-state compliance • Sales tax calculation • Quarterly & annual filings • Nexus analysis • Resale certificate management • Filing deadline tracking Multi-State Support

Business Advisory

Strategic financial guidance to help your business grow, optimize taxes, and make informed decisions.

Includes:
Entity formation guidance • LLC vs S-Corp analysis • Tax planning strategies • Cash flow analysis • Profitability optimization • Financial forecasting • Growth planning Strategic Planning

IRS Audit Representation

Professional representation and defense during IRS audits, with complete document preparation and negotiation.

Includes:
Audit notice response • Document preparation • IRS communication • Audit defense strategy • Representation at meetings • Appeal support • Penalty negotiation Expert Representation

Tax, Bookkeeping, Payroll & Accounting Services