Common documents include W-2s, 1099s, mortgage statements, investment summaries, business income/expense records, and identification. We’ll provide a customized checklist based on your situation.

Choosing the right structure depends on your income, liability concerns, and long-term goals. We analyze your needs and recommend the most beneficial entity type for tax efficiency and protection.

Yes. Through strategic planning, deductions, credits, and tailored financial strategies, we aim to legally minimize your tax liability and maximize your savings.

Absolutely. We support sole proprietors, partnerships, LLCs, S-Corps, and corporations with bookkeeping, payroll, tax planning, and compliance services.

Yes. We help interpret IRS notices, represent you during audits, and work to resolve issues quickly and accurately.

We’re available year-round to assist with IRS notices, financial decisions, bookkeeping, and planning—not just during tax time.

Tax planning is the process of arranging your finances to reduce taxes owed. It ensures you keep more of your income and avoid surprises at tax time.

Preparation time depends on the complexity of your return. Simple individual returns can often be completed within a few days, while more complex returns involving businesses, rentals, investments, or multiple states may take longer. Once we have all your documents, we’ll give you a specific timeline.