← Home

What we do

Every service your finances actually need.

From individual returns to international filings, we cover the full range of tax preparation, bookkeeping, and advisory work — flat-fee, remote, and built around you.

Tax & Planning

Individual Tax Returns

Accurate, strategic tax preparation for individuals, families, and high-income earners.

Learn more →

Tax Planning & Preparation

Year-round tax planning and preparation to minimize your liability and help you keep more of what you earn.

Learn more →

Capital Gains Tax Planning

Analysis of timing, character, and offset strategies for anticipated or realized capital gains and losses.

Learn more →

R&D Tax Credit Research & Advisory

Assessment of eligibility under the Section 41 four-part test, documentation of qualified research activities, and calculation and support of the credit claimed.

Learn more →

Amended Tax Returns

Correcting a previously filed individual or business return — Form 1040-X, 1120-X, or an amended 1065/1120-S.

Learn more →

Late & Delinquent Return Filing

Preparation and filing of one or more prior-year returns that were never filed.

Learn more →

Small Business Tax

Comprehensive tax services for LLCs, corporations, partnerships, and sole proprietors — including specialty corporate filings such as Form 1120-H (homeowners associations), Form 1120-REIT, and Form 1120-IC-DISC, plus S-corp reasonable compensation analysis.

Learn more →

Real Estate Tax

Specialized tax solutions for real estate investors and property owners, including 1031 exchanges and cost segregation.

Learn more →

Cost Segregation Studies

Cost segregation to accelerate depreciation on real property, coordinated with an engineering-based study consistent with IRS Audit Techniques Guide methodology, and reflected in your tax filings.

Learn more →

IRS Representation

We handle audits, notices, collections, appeals, and penalty abatement requests — so you don't have to face the IRS alone.

Learn more →

Non-Profit & Exempt Org Returns

Form 990 preparation and compliance support for non-profits and exempt organizations.

Learn more →

Trust & Estate Returns

Form 1041 preparation for trusts and estates, including fiduciary income tax planning.

Learn more →

Entity Formation & Business Setup

Entity selection analysis, LLC and S-Corp formation, EIN registration, and entity structuring to start your business right.

Learn more →

Sales & Use Tax Filing

Multi-state sales and use tax registration, filing, and compliance for business clients.

Learn more →

Multi-State & Nonresident Returns

Tax preparation for clients with income, residency, or business activity across multiple states.

Learn more →

International Tax & Foreign Reporting

FBAR, Form 5471, Form 8858, 1040NR, and other international tax and foreign reporting filings for individuals and businesses with cross-border activity.

Learn more →

Advisory

Bookkeeping

Clean, accurate books maintained monthly to support smarter tax planning and business decisions — including cleanup/catch-up bookkeeping, a diagnostic assessment of your existing records, bookkeeping setup, and accounting software recommendation and setup.

Learn more →

Payroll Services

Payroll processing, filings, and compliance so your team gets paid accurately and on time.

Learn more →

Global Payroll & Compliance

Payroll tax filings, contractor payments, and employee classification support for teams working across borders, with payroll compliance supported in 150+ countries.

Learn more →

QuickBooks Setup, Cleanup & Training

One-time QuickBooks setup, historical cleanup, and hands-on training for your team.

Learn more →

Fractional CFO & Advisory

Strategic financial guidance, forecasting, and advisory support without a full-time CFO — including succession planning, pricing strategy, and profitability analysis.

Learn more →

HR Advisory

Advisory support on HR processes, policies, and compliance-adjacent documentation — including employee handbook development, HR policy review, job description drafting, and organizing personnel recordkeeping. Not legal advice; matters requiring a legal opinion are referred to outside counsel.

Learn more →

Not sure which service you need?

Book a free 15-minute intro call and we'll help you figure out exactly what applies to your situation.

Let's talk →