We primarily need your prior year’s tax return, all income forms (W-2s, 1099s, K-1s), and a summary of your business expenses or investment activity. We provide a customized checklist to ensure you don’t miss any critical documentation.

Preparation looks backward; it’s about accurately reporting what happened last year. Planning looks forward; it’s a dedicated consultation designed to legally reduce your tax liability for the current and future years.

Absolutely. We actively explore opportunities beyond standard deductions. Our Specialized Services include evaluations for the Research & Development (R&D) Tax Credit, various state job creation credits, and the Work Opportunity Tax Credit (WOTC), among others.

We would perform a Cost Segregation Study as part of our Specialized Services. This legally reclassifies portions of the property (like lighting and carpeting) into shorter depreciation lives, allowing you to claim larger deductions much faster, significantly reducing your taxable income in the early years of ownership.

No, but they work best together. When we manage your bookkeeping, your data is always tax-ready and accurate. This saves you money on tax preparation fees and ensures we have the clean, real-time data needed for effective tax planning throughout the year.

Our approach is year-round support. We handle your payroll on your schedule (weekly/bi-weekly), process monthly financial reports, and schedule a formal quarterly check-in to review performance, cash flow, and tax estimates.

Yes. As Enrolled Agents (EAs), our team is federally authorized to represent any taxpayer before the IRS, regardless of who prepared the initial return. We handle all correspondence, attend meetings, and work to resolve the audit on your behalf.

We offer flexible fee structures. Core Tax Preparation is typically flat-rate or based on complexity. Bookkeeping and Payroll are generally bundled into affordable monthly packages. Specialized Tax Planning is billed separately on a project basis to ensure you only pay for the high-level strategy you need.

Absolutely. Moving states involves complex State and Local Tax (SALT) planning. We will manage your final filings in the old state, establish proper compliance and nexus in the new state, and advise you on entity restructuring (if needed) to ensure you are operating and filing in the most tax-efficient manner possible. This prevents expensive, unexpected tax notices down the road.