Tax services
Tax help for individuals and the businesses they build.
From your personal return to the filings your company depends on, we prepare each one carefully and help you plan for the year ahead. Start with a question, or send your documents when you are ready.
What we do
Our core tax services
Each service begins with understanding your situation, then moves forward with accurate work and clear communication.
Individual Tax Preparation
Federal and state income tax returns for individuals, prepared accurately and reviewed with you before anything is filed.
- Federal Form 1040 and state returns
- A review of income, deductions, and credits that may apply to you
- Straightforward answers to your questions along the way
Business Tax Preparation
Federal and state returns for business owners, with filings handled for the way your company is structured.
- Form 1065 for partnerships
- Form 1120 for corporations
- Form 1120-S for S corporations
Tax Planning
Planning that helps you understand your tax picture before filing season, so there are fewer surprises and better decisions throughout the year.
- Analysis of your business profits
- A tailored tax plan and a review of your business structure
- Identifying deductions and credits you may qualify for
- Quarterly tax estimates
Additional business services
Support beyond tax season
Ongoing services that keep your business organized and compliant all year.
Bookkeeping
Income and expense tracking, accounts payable and receivable, bank reconciliations, and financial reports.
Payroll
Wage calculations, deductions, payroll taxes, and direct deposits, with accurate records kept for you.
Business Formation
Help choosing the right structure, such as an LLC or corporation, and filing your formation documents.
How to get started
Two simple ways to begin
Choose the path that fits where you are today. Either way, Shae and her team will take it from there.
I have questions
Not sure which service you need, or want to talk through your situation first? Send a short inquiry and we will follow up using your preferred contact method.
I’m ready to submit my documents
The tax intake form is for clients who already have their tax documents gathered. It collects the information we need to begin preparing your return.
Tax inquiry
Tell us a little about what you need.
Share a few details and we will reach out to talk through your options and next steps.
For your privacy, please do not include Social Security numbers or tax documents in this form. When you are ready to send documents, use the tax intake form.