Personal Tax Support Every Step of the Way
Whether your return is simple or more complex, our personalized approach allows you to work with a trusted advisor and file with confidence.
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Sole Proprietors
Freelancers, consultants, and gig workers filing Schedule C. We ensure you capture all valid business expenses.
Real Estate & Rentals
We handle Schedule E reporting for long-term rentals, Airbnb/VRBO income, and depreciation tracking.
Investments
Comprehensive reporting of capital gains, losses, dividends, and interest related to your investments.
Retirement
Guidance on retirement contributions and distributions, so you can make decisions with confidence.
Education & Families
Maximizing credits for dependents, education expenses (1098-T), and childcare costs.
K-1 Income
If you are a partner in a partnership or an S-Corp shareholder, we accurately report your pass-through income.
More Than Just Filing
Upfront Pricing
Our clear, upfront pricing is customized for your situation, so you know what to expect and avoid billing surprises.
Year-Round Support
When you become a client, you’ll have year-round access to your CPA for quick questions and general support.
Convenient Digital Access
Easily upload your documents and pay your invoices from your phone or computer through our secure client portal, all from the comfort of your own home.
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We look forward to meeting you through a complimentary consultation.
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