Services

Tax work that covers the year, not just April.

Choose a service below, or send a message describing the situation. If we are not the right fit, we will say so.

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  Individual income tax

  We prepare federal and state individual returns from the documents you already have — W-2s, 1099s, education and child credits, and investment statements. Missing pieces get flagged early. You receive a filed return and a short recap of what you owe or are due.

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  Small business taxes

  Entity returns only work if the books behind them are clean. We reconcile income, expenses, and owner activity before we file, so K-1s, estimated payments, and year-end tax are not a surprise. Tell us how the business is set up; we will tell you what the return needs.

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  Sole proprietor / Schedule C

  If you get paid on 1099s or cash and run the work yourself, Schedule C is an option. We sort deductible expenses from personal ones, handle home office and vehicle when they actually qualify, and set quarterly estimates so April is not a shock.

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  Real estate / Schedule E

  Schedule E is where rental activity lives. We track income, repairs versus improvements, depreciation, and QBI where it applies — for one door or a small portfolio. Bring the closing statement, the prior depreciation schedule if you have it, and the year of activity.

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  Quarterly estimates

  Self-employed, rental, and business income is taxed as you earn it, not only in April. We set voucher amounts from a real projection, adjust after a strong or slow quarter, and keep the due dates on a calendar you can follow.

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  Tax planning & forecasting

  Planning is a projection, not a slogan. We model the year from current books and pay, then show what a hire, an equipment purchase, a retirement contribution, or an entity change actually does to tax — in time to act, not after the year has closed.

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  Year-end tax planning

  Most of what can still change a return has a calendar-year deadline. We review where you stand before year-end and name the few moves that matter — what to pay, what to defer, what to document.

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  Tax consulting

  Not every question is a full engagement. If you have an IRS or state letter, a sale, a new activity, or a prior return you want reviewed, send the documents. We will tell you what it means, what we would file, and what it would cost to have us handle it.

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  Notary public services

  Bring a valid photo ID and the unsigned document. We notarize affidavits, acknowledgments, and related business or tax papers. Call or send a message to confirm availability.