April should be uneventful.
Tax planning and preparation for small businesses and individuals. We handle the whole thing — from the first question of the year to the filed return — at a fixed annual fee. No separate invoice for questions in between.
Book a conversation →We plan before we file.
Tax isn't a once-a-year event for us. Because we keep your books, we see your numbers as they develop — which means there's usually time to act before the year closes. No surprises in April, and no missed opportunities before it.
For clients starting something new — or wondering whether their current structure still makes sense — we can walk through entity options and what each one costs in practice, before anything is formed or filed.
Would becoming an S Corp save you money?
Maybe. Often it does — but not always, and not by as much as people expect once you count the real cost of getting there.
So we run your numbers both ways. We show you what you'd likely save in tax against what an S Corporation actually adds — payroll for yourself, a separate return, a bit more bookkeeping — and where the line falls for your income. You leave the first call with a straight answer, not a sales pitch. If incorporating wouldn't move the needle for you yet, we'll say so — and tell you when it might.
Already an S Corporation? We run the whole thing for one fee — your books, your own payroll, the 1120-S, and the reasonable compensation judgment that keeps it clean. One firm, one number, nothing handed off.
We prepare individual returns too.
Your taxes get the same year-round attention as any business we work with. Whether the year was quiet or it threw something new at you, you get a real person who knows your situation, not a different preparer each spring.
Not sure you're a fit? Book a conversation with us and ask. We'll tell you honestly, before anything starts.
Simple from start to finish.
A modern tax organizer.
No shoeboxes, no guessing. Our digital organizer tells you exactly what we need and walks you through it at your own pace. Most clients find it takes less time than they expected.
Throughout the year.
Estimated payments, timing of income and expenses, major purchases — if something's coming up that affects your taxes, we'd rather talk about it in October than explain it in April.
E-signature, or paper — your call.
Approving your return takes a few clicks with e-signature. If you'd rather review it at the office or get a paper copy, that's fine too. No extra charge. Same as everything else we do.
Start with a conversation.
Thirty minutes, online or at the office. We'll talk through your situation, what the tax picture looks like, and whether we're the right fit.
Book a conversation →