
Tax Services
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Tax Preparation
Navigating today’s tax landscape can be overwhelming, with frequent changes and complex rules that affect taxpayers at every level. Our comprehensive tax preparation services ensure you stay current and fully compliant with evolving federal and state tax laws. We’ll help you file accurately and on time, giving you peace of mind in a complex tax environment.
We prepare a wide range of returns, including:
Individual Income Tax Returns (Form 1040)
Corporate Income Tax Returns (Form 1120)
S Corporation Income Tax Returns (Form 1120S)
Partnership Income Tax Returns (Form 1065)
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Tax Planning
We believe in being more than a once-a-year advisor. If you own a business or have income that varies from year to year, taking a proactive approach to your tax situation is essential. Our tax planning services help you understand where you stand throughout the year and identify strategies that could reduce your tax liability.
We’ll keep you informed about opportunities and legislative changes that may benefit you—so you can make confident, tax-smart decisions all year long.
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IRS Representation
Receiving a notice or facing an audit from the IRS or state tax authorities can be stressful and intimidating. We’re here to guide you through these challenges, advocating on your behalf and working to resolve tax issues efficiently and effectively. Let us handle communication with the IRS so you can focus on what matters most.
We provide representation and assistance with:
Non-Filed Tax Returns
IRS Notice Responses
IRS Audit Representation
Offers in Compromise
Tax Payment Installment Agreements

Accounting & Advisory Services
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Outsourced Accounting & Advisory
Our outsourced accounting and advisory services give business owners timely, accurate financial information—without the burden of managing accounting in-house. We provide after-the-fact accounting, stepping in either monthly or quarterly to reconcile accounts, prepare financial reports, and deliver clear insights into your business performance.
As your advisor, our goal is to help you understand your financial position, identify opportunities, and plan strategically for the future.
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QuickBooks Online (QBO) Implementation & Training
Prefer to handle your own bookkeeping but want confidence you’re doing it right? We can set up a cloud-based accounting system for your business using QuickBooks Online and train you on how to use it effectively.
While you maintain your own books throughout the year, we offer monthly or quarterly reviews to ensure accuracy and provide guidance—helping you stay on track and make informed decisions.