Clear Answers. Smart Strategy. Real Relief.

Accurate. Thorough. Done right the first time.

We prepare federal and state tax returns for individuals, families, and small businesses with careful attention to detail and current tax law.

Includes:

• Individual tax returns
• Self‑employed & gig worker filings
• Small business & LLC returns
• Rental property income
• Multi‑state filings
• Prior‑year returns

Our goal is simple: file correctly, minimize surprises, and help you understand what you’re signing.

Pay what you owe — not more than you should.

Tax planning looks forward, not backward. We help you structure income, expenses, and business decisions in ways that legally reduce your tax burden over time.

Planning services include:

• Year‑round tax strategy
• Business structure guidance
• Estimated tax planning
• Retirement and income timing strategies
• Life change planning (marriage, divorce, new business, relocation)

Good planning often saves more than good preparation alone.

When letters show up, stress goes up. We help bring it back down. If you’re dealing with the IRS or a state tax agency, you don’t have to handle it alone.

We assist with:

• IRS notices and letters
• Back taxes and unfiled returns
• Payment plans & installment agreements
• Penalty abatement requests
• Wage garnishments & bank levies
• Audit support

Our role is to act as your advocate — calmly, professionally, and strategically.

Clean books make for better decisions.

We help business owners stay organized, compliant, and informed throughout the year.

Services include:

• Bookkeeping review & cleanup
• Monthly / quarterly check‑ins
• Expense categorization
• Financial clarity for tax planning
• Coordination with your CPA or other advisors (if applicable)

You don’t need a full accounting department — just reliable support and straight answers.

For clients involved in crypto mining, staking, or digital asset income — including those who have purchased or operate mining equipment — tax reporting can quickly become complicated.

We provide practical support for:

• Cryptocurrency mining income reporting
• Equipment purchases & depreciation
• Electricity and operating expense deductions
• Wallet and exchange transaction summaries
• Capital gains & losses
• Prior-year crypto corrections
• IRS notices related to digital assets

Whether you mine at home, operate dedicated hardware, or participate in hosted or power-based mining programs, we help translate complex activity into accurate, compliant tax filings — without the jargon or guesswork.

For clients who own multiple rental properties or manage real estate portfolios, tax reporting and planning can become complex quickly.

We provide specialized support for:

• Rental property income and expense reporting
• Depreciation and cost segregation coordination
• Multi‑property and multi‑state filings
• Capital improvements vs. repairs classification
• 1031 exchange coordination (tax reporting side)
• Passive activity loss rules
• Sale of property and capital gains planning
• Short‑term and long‑term rental tax treatment

Whether you own a few rentals or manage a larger portfolio, we help ensure your filings are accurate, compliant, and structured to avoid costly mistakes while capturing every deduction you’re entitled to.