Services

Tax help all year long.

We file your taxes, plan ahead so you owe less, keep your books clean, and give you senior money help when you need it. One CPA-led team, from your first call to your next tax year.

How it works

Five steps, one plan. Start with one service, or hand us all of it.

01Look

We study your last 3 years of numbers to find tax and cash leaks.

02Clean up

We fix your books and set up simple records, so every number is right.

03Plan

We set up your taxes and business to fit your long-term goals.

04Act

We put the plan to work right away, so it helps this quarter.

05Check in

We meet each month to turn numbers into clear choices.

01 · File

Tax filing

We do your return the right way and check every line for ways to save. You get a clear walk through before anything is filed.

Personal returns (1040)
S-Corp returns (1120-S)
Partnership returns (1065)
More than one state, or part of a year in a state
Stock pay: RSUs, stock options, and ESPP
Fixing a past return (1040-X)

02 · Plan

Tax planning

We tell you what to do now so you owe less later. We plan with you all year long.

A tax plan for this year and the next few
Quarterly tax payment plans
Picking the best setup for your business
Retirement savings that also cut tax
When to spend and when to wait
Should you become an S-Corp?

03 · Protect

IRS letters and audit help

We keep your records ready in case the IRS asks, and we help you answer any letter they send. You will not be caught off guard.

Returns with records ready for an audit
Help with IRS letters
Answering notices on time
Simple habits for keeping records
Asking the IRS to remove penalties

04 · Grow

Business tax help

For owners who want taxes to work for the business, not against it.

Writing off equipment faster (Section 179 and bonus depreciation)
How to pay yourself as the owner
Home office and car write-offs
Quarterly tax payments
Cash or accrual: which way to keep books

05 · Abroad

Foreign income and new to the US

Special filings for people in the US who have money in other countries, or who moved here part way through the year.

Part-year US resident returns (dual status)
Foreign mutual funds (PFIC, Form 8621)
Foreign earned income exclusion (FEIE)
Foreign bank account reports (FBAR and FATCA)
First-year resident choices

06 · Stock pay

Stock pay

RSUs, stock options, and ESPP are easy to get wrong. We make sure your cost basis is right so you do not pay tax twice.

Checking RSU tax taken from your pay
Fixing cost basis on Form 8949
Planning for AMT on ISOs
Tax on selling ESPP shares
Matching your broker's extra forms

07 · Books

Bookkeeping

Clean books, kept up each month. Tax time gets easy, and you can see where your money goes.

Sorting every transaction each month
Matching bank and card statements
Profit and loss and balance sheet reports
Tracking bills you owe and money owed to you
Catching up books that fell behind
Books kept ready for taxes and audits

08 · Lead

Part-time CFO help

Senior money help without a full-time hire, so your numbers guide your choices.

Planning for growth
Live money dashboards
Raising your profit margins
13-week cash flow plans
Short-term CFO help while you hire

Forms we file10401040-X1120-S1065Schedule CSchedule EForm 8949Form 8621Form 7004Form 4868FBARand more

An empty conference room with a long table

Not sure what you need?

Tell us about your taxes on a free 30 minute call. We will tell you what fits and what it costs, in writing, before any work starts.