Tax Services

  • Tax Essentials

    Accurate, on-time tax filings for both your business and personal return.

    ✅ Business Tax Return

    ✅ Personal Tax Return

    ✅ State Returns

    ✅ Franchise Tax Returns

    ✅ Live Walkthrough of Taxes

    ✅ Video Tax Summary

    ✅ Secure Tax Planning Portal

    Schedule a Call

  • Strategic Edge

    Proactive tax strategy and planning designed to minimize your tax burden, optimize your compensation, and align your finances with your long-term business goals.

    ✅ Business Tax Return

    ✅ Personal Tax Return

    ✅ State Returns

    ✅ Franchise Tax Returns

    ✅ Live Walkthrough of Taxes

    ✅ Video Tax Summary

    ✅ Secure Tax Planning Portal

    ✅ Quarterly Tax Payments Advisory

    ✅ Quarterly Tax Strategy Meetings

    ✅ Business Tax Projections

    ✅ Personal Tax Projections

    Schedule a Call

  • Non Profit Tax Compliance

    Comprehensive tax preparation and IRS filing support for churches and nonprofits, including Form 990s and required disclosures.

    ✅ Preparation and Filing of Form 990, 990-EZ, or 990-N

    ✅ Basic review of governance policies for IRS compliance

    ✅ Email support for tax-related compliance questions

    Schedule a Call

Additional Services

Tax Consulting

Get answers to your tax questions in a focused 60-minute session, perfect for entity structure questions, estimated tax planning, or upcoming changes.

Entity Selection & Setup Support

Need help deciding between an LLC, S Corp, or something else? We’ll walk you through the tax implications and file the right forms.

Amended Returns

Filed something wrong last year? We’ll review and amend prior-year returns to help you stay compliant and avoid unnecessary penalties.

IRS Notice Support

Received a letter from the IRS or state? We’ll review it, explain what it means, and respond on your behalf when appropriate.