Who We Serve
Individuals & Families
Expert tax preparation and year-round planning — whether you have a W-2, a side business, investment accounts, or all three.
What We Do For You
Your tax situation is personal. We take the time to understand it fully — not just hand you a form to sign.
Individual Tax Returns (Form 1040)
Accurate, on-time federal and state filing with every deduction and credit you're entitled to — nothing left on the table.
Investment & Rental Income
Capital gains, dividends, rental property depreciation, passive activity rules — we handle the complexity so you don't have to.
Self-Employed & Freelancers
Schedule C, quarterly estimates, home office, business vehicle — we optimize every deduction available to self-employed filers.
Retirement Tax Strategy
Roth conversions, IRA distributions, Social Security taxation, RMDs — we help retirees minimize taxes on the income they've earned.
High-Income Planning
NIIT, AMT, SALT limitations, stock options, carried interest — complex income deserves a specialist.
IRS Notice Response
Received a letter from the IRS? We respond on your behalf and resolve notices efficiently.
Common Client Situations
- ✓W-2 employee with a side business or rental property
- ✓First-time homebuyer navigating deductions
- ✓Freelancer or gig worker managing estimated taxes
- ✓Retiree optimizing Social Security and IRA distributions
- ✓Employee receiving RSUs, stock options, or a large bonus
- ✓Newly married or divorced couple navigating filing status
Our Promise to You
- ✓Same CPA every year — someone who knows your history
- ✓Year-round access, not just tax season
- ✓Proactive check-ins when tax law changes affect you
- ✓Secure portal for document sharing — no email attachments
- ✓Fixed pricing with no surprise invoices
Let's get your taxes right.
Schedule a free 30-minute consultation. We'll review your situation and tell you exactly how we can help.
Book a Free Consultation