Five practice areas, one CPA across all of them. Every engagement is scoped up front, prepared in-house, and signed by your CPA — never handed off to a junior or an outsourced team.
Federal and state returns for W-2 employees, freelancers and contractors, owners with Schedule C income, K-1 partners, real-estate investors, and high-net-worth individuals.
Entity returns for LLCs, S-corps, partnerships, and C-corps — plus trust returns (simple, complex, grantor). Reasonable comp documentation, owner draws, and basis tracking included.
For U.S. citizens, green card holders, and dual citizens with foreign income, foreign accounts, or foreign business interests — wherever in the world they live.
Standalone planning engagements for owners and individuals. Entity selection, mid-year projections, S-corp owner pay strategy, retirement contributions, equity comp planning.
Help responding to IRS or state notices for existing and new clients — CP2000 mismatches, math-error notices, balance-due letters, and similar correspondence. We draft the response, attach supporting documentation, and follow up to resolution.
Most engagements are quoted as a fee proposal after the discovery call. Hourly is reserved for advisory and resolution work, where the scope can shift week to week.
Tell me about your situation in a 20-minute phone call. We'll map your forms, scope an engagement, and quote a fee — usually within 48 hours.