Five practices, compounding outcomes
Most clients work with us across two or three. The work compounds — a tighter book makes a faster return; a smarter entity unlocks bigger savings.
01Tax Advisory & PlanningQuarterly planning, year-round
Proactive, year-round planning for high-income individuals and business owners. We model deductions, entity structure, income timing, and investment moves before December 31 — not after.
- Multi-year projection models built per client
- RSU, ISO, and NSO equity event planning
- Roth conversion and retirement vehicle planning
- Real-estate cost segregation and 1031 coordination
- Charitable giving via DAFs and CRTs
- Quarterly check-ins with documented action items
02Tax PreparationFederal, state, multi-state
Federal, state, and local returns prepared with deliberate care. From W-2s to K-1s, rental schedules, capital gains, and complex multi-state filings — every detail reconciled twice.
- Personal returns (Form 1040)
- Self-employed & contractor (Schedule C & SE)
- Rental property & royalty (Schedule E)
- Business returns (1065, 1120-S, 1120, 990)
- Multi-state filings & apportionment
- Foreign income (FBAR, FATCA, 8938)
- Trust, estate & gift returns (1041, 706, 709)
03Business Entity FormationLLC, S-corp, C-corp, partnership
LLC, S-corp, C-corp, partnership — chosen for tax outcome, not convenience. We handle filings, EIN, operating agreements, and S-elections so day one is clean.
- Entity selection analysis with tax modeling
- Articles of organization / incorporation
- EIN and state tax registrations
- Operating agreement and bylaws templates
- S-election (Form 2553) preparation
- Annual report and franchise tax compliance
04BookkeepingMonthly close, reviewed by humans
Monthly books that close on time, every time. Reconciled, categorized, and reviewed by the same humans who file your return — so nothing slips between the cracks.
- Monthly bank and credit card reconciliation
- QuickBooks Online setup and management
- Custom chart of accounts
- Monthly P&L and balance sheet
- Cash-flow forecasting
- Year-end clean-up and audit prep
05PayrollFull-service, set and forget
Full-service payroll and quarterly tax filings. Direct deposit, contractor payments, 1099s, W-2s — handled. You sign once a quarter and forget about it.
- Bi-weekly or semi-monthly payroll runs
- Direct deposit for employees and contractors
- Federal 941, 940, and state filings
- W-2 and 1099 preparation
- New-hire reporting
- Workers comp audit support
Not sure which service fits? That's the call.
No commitment, no upsell.