How we help
A complete tax and accounting practice for individuals and businesses, straightforward or complex. Every engagement is led directly by a CPA.
Tax Planning & Preparation
Accurate federal and state returns for individuals and businesses, with year-round planning so filing season holds no surprises.
1040 · 1065 · 1120-S · 1120 · K-1s · equity compensation · rental real estate · multi-state
IRS & State Representation
Audits, notices, penalty abatement, and appeals before the IRS and state authorities, handled directly by a CPA.
Audit defense · CP2000 notices · penalty abatement · appeals · record reconstruction
Bookkeeping & Accounting
Clean, current books, financial statements, and tax-ready records for small businesses and investors.
Monthly/quarterly books · P&L, balance sheet, cash flow · QuickBooks & Xero · payroll & 1099s
Advisory & Consulting
Guidance for the decisions that shape your tax bill: entity choice, equity, buy/sell, retirement, and estate planning.
Entity selection · equity comp · buying/selling a business · retirement · estate & trust
Final pricing depends on complexity, number of entities, number of states, record quality, and scope. Starting the intake process does not create a CPA-client relationship.
Every price, on one page
Flat-fee 1040 tiers, complex and business returns, monthly bookkeeping plans, annual memberships, and representation: all published, all agreed before we start.
See pricingNot sure which service you need?
The simplest first step is a short consultation. We'll talk through your situation and point you to the right starting place.