Personal Tax Preparation
Federal and multi-state filings with concierge support.
Turnaround · 5–7 business days
Services
Built for every tax situation.
Business Taxes
C-Corp, S-Corp, partnership returns and K-1 distribution.
Turnaround · 10–14 business days
Tax Strategy & Planning
Year-round planning to minimize your effective rate.
Turnaround · Ongoing
IRS Resolution
Notices, audits, installment agreements, OIC.
Turnaround · Case-by-case
Audit Assistance
Representation and document preparation.
Turnaround · Case-by-case
Bookkeeping
Monthly reconciliation and clean books for filing.
Turnaround · Monthly
LLC / S-Corp Setup
Entity formation and S-election filing.
Turnaround · 2–3 weeks
Quarterly Tax Planning
Estimated payments and proactive adjustments.
Turnaround · Quarterly
Crypto Tax Assistance
Cost basis, DeFi, NFTs, exchange reconciliation.
Turnaround · 5–10 business days
Real Estate Investor Taxes
Depreciation, 1031 exchanges, passive activity rules.
Turnaround · 7–10 business days
High Income Professional Planning
Equity comp, RSUs, AMT, deferred comp.
Turnaround · Ongoing
Self Employed & 1099 Filing
Schedule C, SE tax, retirement contributions.
Turnaround · 5–7 business days
Payroll Tax Services
Filings, deposits, W-2/1099 prep.
Turnaround · Monthly / Quarterly