Tax, accounting & advisory services
One firm for your return, your books and your long-term plan. This list is not all-inclusive — ask us about anything else you need.
Tax Preparation
Estimate firstIndividual and business income tax returns, prepared and reviewed by CPAs and EAs.
- Form 1040 and state returns
- Business entity returns
- Extensions and amended returns
Self-Employed & Freelancers
Try Schedule C estimatorSchedule C, self-employment tax and quarterly estimated payments.
- Deduction review
- Quarterly Form 1040-ES planning
- Qualified business income (QBI) deduction
Expat Tax
Expat guideUS citizens and residents living abroad: FEIE vs Foreign Tax Credit, FBAR and FATCA reporting.
Bookkeeping & Write-Up
Monthly bookkeeping, financial statements and QuickBooks setup, support and training.
Payroll Services
Payroll processing and reporting for your employees.
Sales Tax Services
Registration, filing and compliance support for sales tax.
Business Entity Selection & Startup
Choose between sole proprietorship, LLC, S corporation and more, and get your business started right.
Tax Planning
Year-round planning to reduce surprises and keep more of what you earn.
Estate & Trust Tax
Tax preparation for estates and trusts, plus estate planning support.
IRS Representation
Representation in IRS and state audits and notices.
Retirement, Financial & Succession Planning
Plan retirement contributions and distributions, and prepare your business for succession.
Not sure which service fits?
Tell us your situation and a CPA or EA will point you in the right direction.