🎉 You're In — Let’s Unlock Some Tax Wins

Thanks for filling out the form. Below are the services we offer — feel free to explore and take the next step.

🎉 You're In — Let’s Unlock Some Tax Wins

Thanks for filling out the form. Below are the services we offer — feel free to explore and take the next step.

A personalized session to understand your current situation and identify strategies to legally reduce taxes.

  • 1-on-1 strategy session

  • High-level advice and next steps

  • Review of current income/tax situation

Ongoing guidance to reduce taxable income across the year through entity selection, deductions, and proactive planning.

  • Annual tax projection

  • Strategy roadmap

  • Coordination with bookkeeper and/or financial advisor

Ask specific questions, clarify options, or get a second opinion on any tax issue.

  • New business owners

  • People with big life changes (marriage, real estate, side gigs)

  • Clients with multiple income streams

Full preparation and filing of your federal and state tax return.

  • E-filed return

  • Access to client portal

  • File Previous Years Not Filed

Set up your business legally and tax-efficiently with an LLC, S Corp, or partnership.

  • Entity selection

  • EIN setup

  • Business Bank Account Setup Support

For clients who need past months or years organized and ready for tax season or funding.

  • Catch-up bookkeeping

  • QuickBooks setup (if needed)

  • Create Profit & Loss and Balance Sheet Reports

Not sure what you'll need?