Individual & Family Taxes

Taxes don’t have to be a once-a-year headache. With our year-round tax prep and planning, we help you file accurately, minimize your tax bill, and stay ahead of the game. Whether you’re a W-2 employee, a freelancer, or juggling multiple income streams, we make sure you’re making smart moves all year long. As a CPA, I’m here to answer your questions, handle the tricky stuff, and keep you out of trouble with the IRS—without all the confusing jargon.

What’s Included?

  • Annual Tax Prep & Filing – Accurate, stress-free returns with electronic filing.
  • Proactive Tax Planning – Strategies to lower your tax bill before it’s too late.
  • Year-Round CPA Support – Have a tax question in July? I’ve got you.
  • Audit Support & IRS Correspondence – If the IRS ever comes knocking, you won’t be alone.

Business Taxes & Accounting

Running a business is hard enough—keeping up with taxes and finances shouldn’t slow you down. Whether you’re a solo entrepreneur or managing a growing company, I help you stay compliant, organized, and profitable. From tax filings (Sch C for sole props, 1065 for partnerships, 1120 for corporations) to bookkeeping and financial reports, I make sure your business finances actually make sense.

How We Help:

  • Business Tax Returns – Filing for LLCs, partnerships, and corporations, including Sch C, 1065, and 1120.
  • Bookkeeping & Cleanup – Keeping your books tidy and tax-ready.
  • Financial Reporting – Clear, useful reports to help you understand your business.
  • Quarterly Tax Estimates – No surprises at tax time.
  • Payroll & Sales Tax Compliance – Helping you stay on the right side of tax laws.

Service Seasonings

Some things aren’t technically required, but they can make a big difference in your business or tax situation. That’s where Service Seasonings come in—customized add-ons to help you save money, stay compliant, and plan for the future. Whether it’s making an S corp election, setting up payroll for yourself, or creating a budget that actually works, these services add extra flavor to your financial success.

What’s Available?

  • S Corp Elections – Turn your LLC into an S corp and save on taxes (if it makes sense for you).
  • Owner Payroll – Required for S corp owners, but also a smart way to stay compliant.
  • Budget & Forecasting – Plan ahead instead of just reacting.
  • Catch-Up Bookkeeping – Behind on your books? Let’s fix that.
  • Business Entity Selection Advice – LLC, S corp, partnership—what’s best for you?

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