Every Service You Need. One Trusted Partner.

Personal Tax Preparation

Accurate returns, every deduction captured.

We prepare federal and state individual returns for W-2 earners, retirees, and anyone with a straightforward tax situation — with the same attention to detail we bring to every client.

What's included

• Federal and state individual returns (Form 1040)
• W-2, 1099, investment, and retirement income
• Prior year return review and amended returns
• IRS correspondence support if needed

Schedule A — Itemized Deductions

Don't leave deductions on the table.

If your deductions exceed the standard deduction, itemizing can save you significantly. We identify every qualifying expense — mortgage interest, charitable contributions, medical costs, and more.

What's included

• Mortgage interest and property tax deductions
• Charitable contribution documentation and limits
• Medical and dental expense thresholds
• State and local tax (SALT) optimization

Schedule C — Self-Employment & Sole Proprietors

Every business expense, properly deducted.

Freelancers, gig workers, and sole proprietors face unique tax challenges. We handle your Schedule C with precision — capturing every deduction and managing your self-employment tax liability.

What's included

• Business income and expense reporting
• Home office and vehicle deduction optimization
• Self-employment tax calculation and quarterly estimates
• S-Corp election analysis for high earners

Schedule E — Rental Property

Maximize your real estate tax advantages.

Rental income comes with powerful deductions — depreciation, repairs, mortgage interest, and more. We ensure your rental properties are reported correctly and your passive activity rules are handled properly.

What's included

• Rental income and expense reporting
• Depreciation schedules and cost segregation
• Passive activity loss rules and carryforwards
• Short-term rental (Airbnb/VRBO) tax strategy

Trust & Estate Returns (Form 1041)

Complex returns handled with care.

Trust and estate tax returns require specialized knowledge of fiduciary income, distributions, and beneficiary reporting. We prepare Form 1041 accurately and ensure K-1s are issued correctly.

What's included

• Fiduciary income tax return preparation (Form 1041)
• Beneficiary K-1 preparation and distribution reporting
• Simple and complex trust tax planning
• Estate income reporting during administration