We help you create a financial plan focused on long term planning—to minimize your current and future tax liability. To do this, we take into account your current tax situation and expected future earnings, and setup investment and planning strategies to optimize your future tax savings.


We provide our clients with a short, user friendly electronic questionnaire* to capture the relevant information for the tax year in question. After the questionnaire is filled out by the taxpayer, we review the facts and circumstances to prepare your federal and state tax returns. Each return is reviewed with the taxpayer prior to submission, and any questions you have are answered during the review process. Once the return is approved by the taxpayer, the return is filed electronically and acknowledgment letters from the IRS and the applicable state(s) are provided to the taxpayer for their records.

*The purpose of the questionnaire and client review process is to ensure that all income (W-2, 1099, and self-employment income) and deductions are properly reported on Form 1040 – U.S. Individual Income Tax Return and the applicable schedules, including, but not limiting to: Schedule A – Itemized Deductions, Schedule B – Interest and Ordinary Dividends, Schedule C – Profit or Loss from Business, Schedule D – Capital Gains and Losses, Schedule E – Supplemental Income and Loss, Schedule R – Credit for Elderly and Disabled, and Schedule SE – Self-Employment Tax.


The process is similar to Individual Tax Preparation. In addition to the questionnaire**, we also request a copy of the Income Statement and Balance Sheet for the applicable tax year. If an Income Statement and/or Balance Sheet is not prepared, we can provide a list of recommended services to get your books up to date.

**The purpose of the questionnaire and the client review process of the Income Statement and Balance Sheet is to ensure that all income and deductions are properly reported on the applicable federal (Form 1065 – U.S. Return of Partnership Income, Form 1120 – U.S. Corporation Income Tax Return, Form 1120S – U.S. Income Tax Return for an S Corporation) and state tax forms.

We review your business plan to select the entity structure that will provide your business with maximum legal liability protection and both short and long-term tax savings. After selecting the correct structure, we prepare and file the applicable state and federal agency formation documents. We will also review your operating agreement to identify areas that require attention or clarification.


We offer small businesses with customized virtual CFO-level packages which are tailored to their needs and budgets. Our service offerings include:

  • Bookkeeping – accurate and on time
  • Payroll processing (certified Gusto payroll processing partner)
  • QuickBooks Online setup and support
  • Budgeting, forecasting, & cash flow monitoring and projections
  • Estimated tax payment calculations
  • Sales and Use Tax filings