Tax services for the life you're building.
Individual and business tax preparation, year-round planning, and guidance for the decisions ahead. Work directly with your CPA, wherever you are in the United States.
Individual & family tax preparation
Your return, considered in the context of your household.
Income can come from more than one place. We prepare individual returns with attention to your income, deductions, and changes in your circumstances, and discuss how those pieces fit together.
Whether you're an employee, self-employed, or balancing both, the conversation starts with your situation and the returns you need.
Questions to bring to the conversation
- Which tax years and returns do I need help with?
- What changed in my household or income this year?
- How do my personal and business taxes connect?
Business tax preparation
A view of the business and the person behind it.
We prepare business returns in the context of your operations and ownership. Where the engagement includes both, we consider the business return alongside your individual return.
That starts with understanding what your business does, how it is organized, and the records available for the work.
Questions to bring to the conversation
- Which business and individual returns should be considered together?
- What records will be needed for preparation?
- Which changes in the business should we discuss before the next filing?
Year-round tax planning
Make space for the questions that come before a return.
Planning looks ahead. We use projections and conversations about your income, retirement contributions, and business or household changes to help you evaluate the tax considerations around a decision.
The work can connect your personal and business circumstances, with the scope and timing defined in your engagement.
Questions to bring to the conversation
- How should a change in income affect my tax projections?
- What should we review before I change how my business operates?
- How can preparation and planning support each other?
Support for the decisions in between.
Some questions need a more focused conversation. These services can be discussed as part of the scope that fits your needs.
- Quarterly estimated taxes
- Estimated tax calculations and adjustments as income changes, helping you plan for payments throughout the year. Bring questions about the relationship between your projections, withholding, and estimated payments.
- Entity & S-corp decisions
- Entity selection guidance and S-corp election analysis in the context of your income, operations, and goals. The discussion starts with the business you have and what you are considering changing.
- IRS & state notice response
- Help understanding a tax notice, reviewing the issues, and preparing a response. Mention any response deadline when you contact us; keep the notice and sensitive documents out of the public contact form.
A year of working together.
Preparation, estimates, and planning connect. Explore four moments in that conversation, then return to them as your circumstances change.
Bring the past year into focus.
Gather the records for your return and talk through what changed. Preparation creates a clearer picture of the year you are reporting.
Start with the preparation guideA question to bring
“What should you know about my income and household before we begin?”
Look at the year taking shape.
Review current income and the information behind your projections. Discuss whether withholding or estimated tax calculations need another look.
Explore estimated tax supportA question to bring
“Does my current income still match the assumptions in my projection?”
Talk before a decision becomes a fact.
A business change, new income source, or retirement contribution question can be a reason to revisit the plan while you are still considering your options.
Read about forward planningA question to bring
“What tax considerations should we discuss before I make this change?”
Reconnect the plan with real life.
As income or circumstances change, revisit the information behind your plan. Carry the questions and records forward into the next preparation cycle.
Start a conversationA question to bring
“What has changed since we last looked at the bigger picture?”
This illustrates how the work can connect. The services, timing, and responsibilities for your situation are defined in your engagement letter.
Start with your questions.
An initial video conversation helps us understand your needs and decide whether we're a good fit.