Explore Our Services

Quarterly Tax Advisory Service

Quarterly Strategy Sessions: One-on-one meetings to review your financial performance, discuss upcoming changes, and adjust your tax plan accordingly.

  1. Precision Tax Projections: Real-time estimates of your year-end liability so you can manage cash flow and avoid "tax day" sticker shock.

  2. Estimated Payment Calculations: Calculation of your federal and state quarterly vouchers to ensure you stay compliant while avoiding underpayment penalties.

  3. Deduction & Credit Optimization: Continuous monitoring of your spending and investments to identify new tax-saving opportunities under current laws.

  4. Business Growth Consulting: Guidance on how scaling your business, hiring employees, or changing your entity structure impacts your tax bottom line.

  5. Payroll & Compliance Review: Drawing on my background in Intuit Payroll Tax Operations, I provide oversight to ensure your payroll taxes and filings stay accurate.

  6. Year-Round Support: Priority access to your advisor for high-impact financial questions—no more waiting until April for answers.

End of Year Tax Advisory Service

Final Year-End Tax Projection: A precise calculation of your expected tax liability, allowing you to make informed decisions before the books close.

  1. Harvesting Losses & Gains: Strategic guidance on selling investments to offset capital gains (tax-loss harvesting) and minimize your taxable income.

  2. Deduction Acceleration: Advice on "bunching" expenses—such as making charitable contributions or pre-paying specific business costs—to maximize your itemized deductions.

  3. Retirement Contribution Optimization: Reviewing your 401(k), IRA, or SEP-IRA contributions to ensure you are hitting the limits that offer the best tax advantages.

  4. Entity & Payroll Year-End Review: For business owners, a final check of your reasonable salary requirements and payroll compliance to ensure everything aligns with IRS standards.

  5. Qualified Business Income (QBI) Optimization: Strategizing to ensure you meet the specific thresholds required to take full advantage of the 20% pass-through deduction.

  6. Compliance Readiness Checklist: A customized list of documents and data points you’ll need to gather now to ensure a seamless, stress-free filing experience in the spring.

Tax Preparation & E-Filing Service

Comprehensive Federal & State Filing: Preparation of all necessary federal, state, and local income tax returns for individuals, families, and small business owners.

  1. Detailed Data Review: A thorough analysis of your W-2s, 1099s, K-1s, and other financial documents to ensure every figure is accounted for.

  2. Deduction & Credit Maximization: A final "deep dive" into your records to ensure we’ve captured every eligible deduction and credit to minimize your tax liability.

  3. Secure Electronic Filing (E-Filing): Fast and secure submission of your returns to the IRS and state agencies, providing you with instant confirmation of receipt.

  4. Direct Deposit Setup: Coordination of electronic refund deposits directly into your bank account for the fastest possible processing.

  5. Quality & Accuracy Guarantee: A multi-step review process—refined through years of working in professional CPA environments—to catch errors before they are submitted.

  6. Digital Copy & Archiving: Secure delivery of a digital copy of your filed returns for your permanent records and future lending needs (mortgages, loans, etc.).

  7. Extension Filing: If you need more time, I handle the preparation and submission of federal and state extension requests to keep you in good standing.