Preparation, planning, projections, and proactive tax advice — from a CPA and IRS Enrolled Agent who’s also a CFP® professional. Strategic, year-round work — not scramble mode.
What we do
The April deadline is the smallest part of what we do. The work that actually lowers your tax bill happens months earlier — how your business is set up, when you’re paid, which accounts you put money into, when you sell, and when a Roth conversion makes sense.
We prepare your return with care, but the real value is year-round planning — so filing time confirms what you already expected, instead of bringing a surprise.
01
Individual, business, and trust returns prepared accurately and on time — with a clear explanation of your return, not just a filing.
02
We project your taxes for this year and the years ahead, so you know your tax bill before it’s a surprise — and still have time to do something about it.
03
If you pay estimated taxes during the year, we calculate the payments from your actual numbers this year, not last year’s.
04
Setting the right salary for business owners, choosing the right retirement plan, reimbursing yourself tax-free for business expenses, and other owner-level planning.
05
We help established tax clients respond to IRS and state notices about returns our firm prepared. We don’t offer standalone tax-resolution or IRS representation services for non-clients.
Discover what coordinated planning may save you. A free 30-minute conversation, no obligation.