We specialize in maximizing deductions, ensuring compliance, and making tax filing simple and stress-free. With affordable pricing, top-tier expertise, and a commitment to accuracy, we help you keep more of your hard-earned money while avoiding costly mistakes.

Individual Tax Preparation and Filing

• Preparation and electronic filing of personal income tax returns
• Advice on deductions, credits, and tax planning strategies

Business Tax Preparation and Filing

• Preparation and filing of corporate, partnership, and sole proprietorship tax returns
• Guidance on tax deductions, credits, and business expense management

Tax Planning and Consulting

• Year-round tax planning to minimize liabilities
• Advice on deductions, credits, and tax planning strategies

Individual Tax Preparation and Filing

• Preparation and electronic filing of personal income tax returns
• Strategic advice for major financial decisions (e.g., buying/selling a business, retirient planning)
• Guidance on changes in tax laws and how they impact clients

Sales Tax and Local Tax Compliance

• Assistance with filing and remitting sales and use taxes
• Guidance on local tax requirients and compliance for businesses

Financial and Retirement Planning

• Comprehensive planning services that include tax implications of retirement accounts
• Advice on investment strategies and tax-efficient income distributions

LLC Formation and Setup

• Entity Structuring: Guidance on whether an LLC is the best structure for a client’s business needs, including comparisons with other entity types.
• Document Preparation: Drafting and filing Articles of Organization (or equivalent formation documents) with the appropriate state authorities.
• Operating Agreement Development: Assisting in the creation of an operating agreement that outlines ownership, management, and operational procedures.

Tax Classification Consultation

• Default vs. Elective Status: Advising on the default tax treatment of LLCs (e.g., sole proprietorship for single-miber LLCs or partnerships for multi-member LLCs) and the potential benefits of electing corporate tax status (S or C corporation).
• Tax Implication Guidance: Explaining the tax benefits and responsibilities that come with each classification, ensuring clients understand their reporting and compliance obligations.

EIN Acquisition Assistance

• Helping clients obtain an Employer Identification Number (EIN) from the IRS, which is often a necessary step in the formation and operation of an LLC.

State and Local Compliance

• Registration and Licensing: Providing guidance on any additional state or local business licenses and permits required for the LLC.

Consultation on Business Structure Changes

• Advising on the process and tax implications if a client wishes to convert or reorganize their LLC as their business grows or changes.

Pick-Up & Delivery of Tax Files

• Convenient Document Collection: We offer pick-up and delivery of your tax documents, ensuring a hassle-free and time-saving process during tax season.
• Secure Handling: Our team ensures that your sensitive paperwork is managed and transported safely, maintaining confidentiality and integrity from start to finish.
• Streamlined Process: Designed for your convenience, our service minimizes the need for office visits, allowing you to focus on what matters most.

Notary Services

• Certified Notary Public: Our licensed notary service ensures that all your legal documents are notarized accurately and in compliance with state regulations.
• On-Demand Appointments: We offer flexible, scheduled notarization services, available in-person or remotely, to meet your specific timing and location needs.
• Professional and Reliable: With meticulous attention to detail, our notary services provide you with the peace of mind that your documents are legally executed and validated.