Accurate filings are the baseline. Strategic preparation is the value.

We prepare federal, state, and local tax returns for individuals and closely held businesses, with a focus on pass-through entities, real estate investors, and professional services. Each return is reviewed for consistency with prior years, compliance with current law, and alignment with long-term tax planning goals — not just getting it filed, but getting it right.

Includes:

- Individual, partnership, and S-corporation returns

- Multi-state filings and apportionment

- K-1 review and reconciliation

- Year-end tax projections and planning alignment

Proactive tax planning beats reactive tax filing — every time.

We work with clients throughout the year to minimize tax exposure through entity structuring, timing strategies, compensation planning, and investment-aware decisions. The goal is simple: fewer surprises, better cash flow, and decisions made with tax consequences fully understood before they happen.

Includes:

- Entity structure optimization (LLC, S-Corp, partnerships)

- Estimated tax planning and cash flow forecasting

- Compensation and retirement contribution strategy

- Real estate and investment tax planning

- Ongoing advisory support, not one-off advice

When tax issues arise, you don’t face them alone.

We assist clients with notices, correspondence, and resolution matters involving the IRS and state tax authorities. Whether it’s a mismatch notice, late filing issue, or audit support, we help manage the process and reduce unnecessary stress and exposure.

Includes:

- IRS and state notice response

- Audit and examination support

- Penalty abatement assistance

- Tax account cleanup and back filings