Personal Taxes

Income tax preparation, planning, and filing for individuals, families, and global investors. Services are tailored to address unique financial goals, reduce tax liability, and maximize savings through customized strategies and proactive guidance. Personal tax preparation services involve gathering and analyzing financial information to accurately complete and file individual tax returns. This process includes:

  • Conducting initial consultations with clients to understand their financial situation

  • Collecting necessary documents such as W-2s, K-1s, 1099s, and receipts for deductions

  • Preparing and filing federal, state, and local tax returns

  • Utilizing tax software to ensure accuracy and efficiency

By offering comprehensive personal tax services, our CPAs help clients navigate the complexities of tax law, ensure compliance, and optimize their financial positions. The cost for these services can vary depending on the complexity of the tax situation. Simple individual returns start at $150.

IRS Tax Resolutions

Negotiating with the IRS on behalf of clients to resolve issues such as back taxes, penalties, and audits. We assess your financial situation and explore various options including installment agreements, offers in compromise, penalty abatement, and currently not collectible status. We work directly with the IRS to achieve the most favorable outcome possible for our clients.



Bookkeeping

Accounting is more than just numbers—it's the foundation of your financial success. Services include recording financial transactions, reconciling bank statements, managing accounts payable and receivable, and generating financial reports like income statements and balance sheets. Our certified public accountant (CPA) offers comprehensive bookkeeping services designed to streamline your financial operations and drive business growth. With a focus on accuracy, efficiency, and strategic insight, we provide:

  • Meticulous transaction recording and categorization

  • Regular bank & credit card reconciliations

  • Timely financial statement reporting of Profit & Loss Statements (P&L) and Balance Sheet


Our CPA-led bookkeeping services provide the financial foundation you need to make informed decisions, maintain compliance, and drive your business forward. Let us transform your financial management, giving you peace of mind and the freedom to focus on what you do best.

Business Taxes

Offering small business tax services as a CPA involves providing comprehensive and specialized assistance to small business owners for their tax preparation, filing, and planning needs. We assist with federal, state, and local tax requirements, ensuring accurate and timely submissions for Limited Liability Companies (LLCs) and other various business entities such as :

  • C corporations (1120)

  • S corporations (1120-S)

  • Partnerships (1065)

  • Non-profits (990)

We analyze income statements, balance sheets, and other relevant data to ensure accurate filings and maximize tax savings opportunities. The cost for these services can vary significantly based on the complexity of the business. Simple sole proprietorship returns start at $250, while more complex C corporation, S corporation, or Partnership returns can range start at $600.

New Business Formation

CPAs play a crucial role in business formation by providing expert advice on tax implications, business structure selection, and financial planning. We provide comprehensive assistance for entrepreneurs and professionals in establishing new companies legally and efficiently. We guide clients through the complex process of starting a business, ensuring compliance with local, state, and federal regulations by selecting the appropriate business structure such as:

  • LLCs (Sole member and Partnerships)

  • Corporations

  • Nonprofits and more

By handling the legal and administrative aspects of formation, we save new business owners crucial time and reduce potential errors in the startup process. The cost for these services are $750.

Payroll

CPAs play a crucial role in business formation by providing expert advice on tax implications, business structure selection, and financial planning. We provide comprehensive assistance for entrepreneurs and professionals in establishing new companies legally and efficiently. We guide clients through the complex process of starting a business, ensuring compliance with local, state, and federal regulations by selecting the appropriate business structure such as:

  • LLCs (Sole member and Partnerships)

  • Corporations

  • Nonprofits and more

By handling the legal and administrative aspects of formation, we save new business owners crucial time and reduce potential errors in the startup process. The cost for these services are $750.