Services

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Tax Planning: Strategic tax planning services to minimize liabilities and legally maximize deductions for both individuals and businesses. 

Individual Tax Returns: Preparation and electronic filing of federal and state tax returns for individuals, including specialized cases such as Partnerships, Various K-1s , investment income, and Schedule Cs for self-employed filing on their personal returns

Business Tax Returns: Tax preparation for sole proprietors, partnerships, S Corps, and C Crops, covering all 50 states. 

Estate & Trust Tax Returns: Tax preparation services for estates and trusts.

Remote Tax Filing: Seamless remote services including virtual consultations, secure document uploads, e-signatures, and electronic filing.

Business Consulting: Advisory services for business including capital deployment, depreciation calculation, and business plan development.

Start-Up Consulting: Fractional CFO services, Fractional Corporate Secretary services, Pitch Deck review and consultation.