● Services

Everything we do, under one roof.

Personal returns, small business filings, monthly bookkeeping, and notary work — handled by the same preparer, all year long.

01

Individual Tax Returns

Federal and state returns prepared with every credit and deduction you qualify for — explained in plain language before you sign.

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  • W-2 & 1099 income
  • Itemized deductions
  • Multi-state filings
  • Prior-year amendments
02

Self-Employed & Small Business

Schedule C, partnership, S-corp, and LLC returns. We work from clean books or help you get there.

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  • Schedule C / 1120-S / 1065
  • Quarterly estimates
  • Owner draws & payroll review
  • Year-end planning
03

Prior-Year Returns

Catch up on unfiled returns, file accurate amendments, and resolve back-tax issues without judgment.

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  • Unfiled returns
  • Amendments (1040-X)
  • IRS transcript review
  • Penalty abatement requests
04

Tax Document Review

A focused review of your tax documents, prior returns, and supporting paperwork so you know exactly where you stand.

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  • Document checklist
  • Prior-return review
  • Missing-form flags
  • Filing-path recommendation

How a filing goes

01
Book your spot

Pick a time that works — in person or virtual. We confirm same day.

02
Upload securely

Send documents through our encrypted client portal. No drop-offs needed.

03
Review, file, follow up

We walk you through the return before filing, then stay reachable year-round.