Explore Our Services

More Than Tax Preparation

Your individual tax return represents more than just a set of numbers on a form. It reflects your income, investments, business activities, deductions, credits, and financial decisions throughout the year.

We prepare federal and state individual income tax returns with a comprehensive approach designed to identify every legitimate deduction and credit you are entitled to claim.

Our individual tax services will address the following situations:

• W-2 and employment income

• Self-employment and business income

• Rental and mineral property

• Investment income

• Retirement income

• Capital gains and losses

• Dependents and education expenses

• Itemized deductions

• Tax credits

• Complex tax situations

Our goal is simple: Prepare your tax return accurately, minimize your legal tax liability, and help you plan for the future.

Your Business Deserves More Than a Tax Return

Business taxation can be significantly more complicated than individual taxation. The structure of your business, how it operates, how owners are compensated, and how transactions are recorded can all affect your tax liability.

We prepare business tax returns for all types of entities, including:

• S Corporations

• C Corporations

• Partnerships

• LLCs

• Sole Proprietorships

• 1099s and Side Gigs

We look beyond the numbers to help identify tax considerations that may affect your business now and in the future.

Whether you’re an established business or just getting started, our goal is to help you understand your obligations and identify tax strategies to reduce your tax burden.

Turn Tax Knowledge Into a Strategic Advantage

S Corporation taxation can provide significant tax benefits for the small business owner, but those benefits depend on proper planning, recordkeeping, payroll, compensation, and compliance.

The S Corporation is not a questionable loophole, it is a legally established tax election under Subchapter S of the Internal Revenue Code. S Corporation shareholders can avoid the 15.3% self-employment tax on up to $184,500 of profits, a potential tax savings of over $28,000.

However, the IRS requires many S Corporation shareholders, those that provide services to the entity, to receive wages that are considered “reasonable compensation”. These wages are subject to self-employment taxes. The strategy is to determine a compliant level of reasonable compensation and to strike a balance between taxable wages and non-taxable distributions.

Our S Corporation services include:

• Entity formation

• S Corporation election

• Reasonable compensation analysis

• Business expense planning, including home office and business use of an automobile

• Distributions and shareholder basis considerations

• Estimated tax planning

• Retirement plan contributions

• Year-end tax planning

• Tax return preparation

The objective isn’t simply to prepare your S Corporation tax return.

It’s to help you understand how the decisions you make throughout the year can impact your taxes.

Accurate. Timely. Compliant.

Your business tax compliance doesn’t end with income taxes, and reporting responsibilities can include state sales tax returns, state franchise tax returns, and local business personal property tax renditions. These reports must be filed accurately and on time.

Our tax experts can assist with single or multi-state reporting obligations, including:

• State sales tax returns

• State franchise tax returns

• Business personal property tax renditions

Proper reporting can help prevent costly errors and penalties. Let us handle the paperwork so you can focus on running your business.

Start Your Business With a Solid Foundation

Choosing the right business structure is one of the first important business decisions an entrepreneur makes.

We help new business owners understand the tax and financial considerations associated with different business structures and assist with the formation process.

Depending on your circumstances, available entity types include:

• Limited Liability Company (LLC)

• S Corporation

• C Corporation

• Partnership

Our All-inclusive package features transparent pricing with no gimmicks, hidden fees, or upsells. Other formation services offer you a “free'“ LLC or corporation, then tack on additional fees and subscriptions.

Our entity formation services include:

• State filing fees and certificate of formation

• EIN

• Operating agreement or bylaws

• Member unit or shareholder stock certificates

• Meeting minutes

Start with a clear vision and build on a solid foundation.

Know Your Numbers, Know Your Business

You can’t make good business decisions without accurate financial information. Bookkeeping isn’t just about recording transactions, it’s about creating a clear financial picture of your business.

Your most valuable business asset may be the bookkeeping services you receive. Accurate and timely bookkeeping is critical to the success of any small business. However, keeping the books up to date can be a time consuming and confusing task for the small business owner.

We sweat the details so you can concentrate on running your business.

Our experienced bookkeepers will organize your financial transactions including:

• Chart of accounts

• Income and expenses

• Assets and liabilities

• Depreciation and amortization

• Accounts receivable and payable

• Profitability

• Financial trends

Clear information gives you a strategic advantage.