01 — Individual
Personal tax returns
Federal and state preparation for households, with the credits and deductions most often missed.
- W-2 households and dependents
- Education, childcare and energy credits
- Rental property and investment income
- Multi-state and part-year returns
- Prior-year and amended returns
02 — Self-employed
1099 and contractor filing
Schedule C work done with the records to support it, and estimates set so April is not a surprise.
- Schedule C preparation
- Mileage, home office and equipment
- Quarterly estimated payments
- Self-employment tax planning
- Entity election guidance
03 — Business
Business tax returns
Returns for every common entity type, filed in step with payroll and contractor reporting.
- LLC and partnership (1065)
- S-corporation (1120-S) and C-corp (1120)
- Nonprofit information returns (990)
- Franchise and sales tax filings
- 1099 and W-2 issuance
04 — Representation
Tax & IRS resolution
Enrolled Agent representation for notices, balances and examinations.
- Notice and letter response
- Back-year return filing
- Installment agreements
- Offers in compromise
- Lien and levy relief
Resolution detail →05 — Accounting
Bookkeeping
Reconciliations and classification kept current, so the return is built on clean books.
- Monthly bank and card reconciliation
- Transaction classification and clean-up
- Chart of accounts setup
- Catch-up and prior-year clean-up
- Monthly financial statements
Bookkeeping detail →06 — Payroll
Payroll services
Payroll processed on schedule with deposits and quarterly returns filed on time.
- Weekly, biweekly or semimonthly runs
- Direct deposit and pay stubs
- Federal and state tax deposits
- 941, 940 and TWC filings
- Worker classification review