Individual Tax Preparation
Federal and state returns prepared line by line, with every credit and deduction you qualify for — dependents, education, energy and more.
Get started → Individual Tax Preparationfrom $249
Services
Tax preparation, planning and IRS representation for individuals and businesses.
Our services
Everything You Need, From One Return to Year-Round Support
From a single W-2 to a growing company with payroll, we prepare, plan and protect — so you can focus on everything else.
Business & Corporate Tax
Returns for sole proprietors, partnerships, S-corps and C-corps, including sales tax and 1099 reporting for your contractors.
Get started → Business & Corporate Taxfrom $1,190
Tax Planning & Strategy
Forward-looking advice on retirement contributions, estimated payments and timing of income so you owe less, legally.
Get started → Tax Planning & Strategycustom quote
IRS Audit Representation
We answer notices, gather records and represent you in audits and appeals, so you never have to face the IRS alone.
Get started → IRS Audit Representationcustom quote
Payroll & Bookkeeping
Clean monthly books, payroll runs and quarterly filings that keep your business audit-ready all year long.
Get started → Payroll & Bookkeepingmonthly plans
Estate & Trust Taxation
Fiduciary returns, gift tax filings and careful guidance for families managing an inheritance or a loved one's estate.
Get started → Estate & Trust Taxationcustom quoteWho we help
Find the Right Help for Your Situation
Choose what describes you best and we'll point you to the service and plan that fit.
Families & Employees
W-2 income, kids, education costs or a new home this year.
Personal Return plan →Freelancers & Creators
1099 income, home office and quarterly estimated taxes.
Self-Employed plan →Small Businesses
LLCs, partnerships and S-corps with staff or contractors.
Business Return plan →Landlords & Investors
Rental income, depreciation, capital gains and crypto.
Request a quote →Behind on Taxes
Unfiled years, IRS letters, liens or a payment plan to set up.
Get resolution help →How it works
Your Return, Done in Four Clear Steps
No guesswork, no shoebox of receipts on our table. Here's exactly what happens after you reach out.
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Free Consultation
A 20-minute call to understand your situation, deadlines and any open IRS issues.
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Upload Documents
Use our secure portal and personalized checklist — no guessing what to send.
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Review Together
We walk you through the draft return, what you owe or get back, and why.
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E-File & Follow Up
We file, confirm acceptance and set reminders for next year's planning.
Tax calendar
Key Federal Dates to Keep on Your Radar
Missing a deadline can mean penalties and interest. Our clients get reminders well ahead of each date, plus help filing an extension when life gets busy.
Get deadline reminders15January
Fourth-quarter estimated payment
Final estimated tax payment for the prior year if you're self-employed or have untaxed income.
15March
Partnership & S-corp returns
Forms 1065 and 1120-S are due for calendar-year businesses, along with K-1s for owners.
15April
Individual returns & extensions
File Form 1040 or request an extension — and remember, an extension to file is not an extension to pay.
15October
Extended individual returns
Last day to file a 1040 if you requested an extension in April.
Dates that fall on a weekend or holiday move to the next business day. State deadlines may differ.
Free 2026 Tax Document Checklist
One page listing every form and receipt to gather before you file. Get it by email in seconds.