Your taxes.
Your business.
A clearer path.

• Individual & family returns. Federal Form 1040 and state income tax returns, including investment income, rental properties, self-employment, and multi-state filings.
• Business returns. Tax preparation for sole proprietors, partnerships, LLCs, S corporations, and C corporations, tailored to your business’s tax classification.
• Year-round tax planning. Plan ahead with quarterly estimated tax guidance and withholding reviews to help manage your tax obligations and reduce surprises.
• Deduction & credit optimization. A careful review of your situation to identify the deductions and credits you qualify for and help you claim them accurately.
• Life-event planning. Understand the tax implications of marriage, a new child, a home sale, retirement, an inheritance, or starting a business.
• Prior-year & amended returns. Get back on track with unfiled tax years or correct errors and omissions in previously filed returns.
• Audit-ready documentation. Support with reviewing records, organizing audit documentation, and communicating with the IRS about your tax matters.

Our existing resources include an expense worksheet for self-employed clients. Call us to discuss your business and confirm the right preparation service for your needs.

• Business formation & entity selection. Explore LLC and corporation structures, along with S corporation tax elections, to understand the tax trade-offs, ownership considerations, and how you pay yourself.
• Business plans & financial projections. Practical business plans and financial models to support investor conversations, lender reviews, and informed decisions about your business’s future.

• Payroll account setup & new-hire reporting. Start with the right foundation: help registering for state payroll tax accounts and reporting new employees within required deadlines.
• Employee & contractor classification guidance. Understand the distinction between employees and independent contractors so you can make informed decisions before classification issues arise.
• Payroll processing & direct deposit. Accurate wage, deduction, and withholding calculations each pay period, with direct deposit to help your employees get paid on schedule.
• Pay statements & employee records. Clear, itemized pay statements and organized payroll records that support applicable recordkeeping requirements.
• Garnishments & withholding orders. Careful handling of wage garnishments and other withholding orders, with attention to applicable limits and payment requirements.
• Federal & state payroll tax deposits. Timely payment of employee withholdings and employer payroll taxes to the IRS and applicable state agencies, based on your required deposit schedules.
• Quarterly & annual payroll filings. Preparation and filing of Form 941, applicable state payroll returns, and the annual federal unemployment tax return, Form 940.
• Year-end W-2s & 1099-NECs. Preparation, filing, and delivery of employee W-2s and contractor Forms 1099-NEC, as required, to help you close the year with confidence.

• Monthly & quarterly bookkeeping. Transactions recorded and categorized on a consistent schedule, keeping your books current and your financial picture clear.
• Financial statements. Clear, practical profit and loss statements, balance sheets, and cash flow statements to help you understand performance and make informed business decisions.
• Year-end close & lender-ready reporting. A thorough year-end close to support tax preparation, with organized financial reports ready for lender review.

• Family sponsorship paperwork. Help organizing paperwork for family-based immigration matters, with careful attention to the personal information and documents you provide.
• Document preparation & organization. Assistance compiling family records, arranging supporting documents, and preparing paperwork using your information and instructions.
• Financial sponsorship records. Support gathering tax returns, income records, and other financial documents for your sponsorship paperwork.
• Correspondence & deadline organization. Help keeping application copies, agency correspondence, and stated deadlines organized so you can stay on top of your next steps.

• Marriage certificates. Translation of marriage certificates and related records, with attention to personal details and document terminology.
• Birth certificates. Clear translations of birth records, preserving the names, dates, places, and family information shown in the original.
• Academic transcripts & school records. Translation of report cards, academic transcripts, and other school records, including subjects, grades, and school information.
• Other personal & supporting documents. Contact our office to discuss additional document types, your translation needs, and the receiving organization’s requirements.

• Home buying & selling services. Personalized support for homebuyers and sellers, helping you explore your options and navigate the purchase or sale of your home.
• Buy, sell & rent analysis. Clear financial models comparing buying, renting, and selling scenarios, helping you understand the numbers before you commit.
• Entity structuring for investors. Evaluate LLCs and holding structures with a balanced view of tax, financing, and liability considerations, coordinating with legal counsel where appropriate.
• Rental property accounting. Organized income and expense tracking for each property, with Schedule E reporting where applicable, to support accurate tax preparation and a clearer view of performance.