Your numbers,
finally working
for you.

For most individuals: a photo ID, Social Security cards or ITIN letters for everyone on the return, all W-2s and 1099s, mortgage interest (1098) and property tax statements, tuition (1098-T) and student loan interest, child-care provider details, and last year's return if you have it. Businesses should also bring profit-and-loss and balance-sheet reports, payroll records, asset purchases and any 1099s issued. Not sure? Book a free consultation and we'll send you a checklist built for your exact situation — you'll never guess.

Yes — small businesses are the core of our practice. We work with LLCs, S-corps, partnerships and sole proprietors across construction, trucking, restaurants, retail, real estate and professional services. We can handle everything from bookkeeping and payroll to your annual return, or just the pieces you don't want to do yourself.

Absolutely, and please don't ignore it — most notices get more expensive with time. Bring or send us the letter and we'll read it, explain in plain language what the IRS is actually asking for, and respond on your behalf. We handle CP2000 notices, balance-due letters, identity-verification requests, amended-return issues and audit correspondence. Many notices turn out to be resolvable with a single well-documented response.

Yes. Monthly bookkeeping is our most popular service: we categorize your transactions, reconcile your accounts and deliver a profit-and-loss and balance sheet every month. We also offer quarterly plans for lower-volume businesses, plus one-time catch-up and clean-up work if you've fallen behind — no judgment, we've seen worse.

Yes, and doing both in one place is usually to your advantage. Business income flows onto your personal return in most entity structures, so preparing them together lets us coordinate owner compensation, distributions and deductions to lower your combined tax bill instead of optimizing one return in isolation.

It depends on the complexity of your situation, and we'll tell you the price before we start any work — no surprise invoices. A straightforward individual return costs far less than a multi-state business return with payroll. Your initial consultation is free, and you'll leave it with a clear quote.