Tax & Accounting

We review, prepare, and electronically file individual tax returns, including returns with equity compensation, rental income, K-1s, and income from multiple states. We also help evaluate retirement contributions, Roth conversions, charitable gifts, and investment gains and losses during the year.

Individual engagements start at $500.

We prepare returns for sole proprietorships, partnerships, LLCs, S corporations, C corporations, and nonprofits. Our work includes reviewing entity structure, documenting deductions, and planning estimated payments. We can help evaluate the tax implications of business decisions before you act.

Business engagements start at $2,500. Fees reflect the number of entities and states involved and the condition of the books, with the scope and fee agreed in writing before work begins.

We import, review, and categorize transactions, reconcile bank and credit-card accounts, and prepare monthly or quarterly financial statements. We work with QuickBooks Online and Desktop alongside our own software, and coordinate payroll information with your accounting and tax filings.

We review your business entities, investments, payroll, and anticipated income and expenses. As your circumstances or tax rules change, we revisit estimates, retirement contributions, Roth conversions, charitable gifts, and investment gains and losses. When you use our coordinated services, tax planning can draw on information from both your tax and investment accounts.

Tax-exempt organizations generally have ongoing filing and recordkeeping obligations. We prepare Forms 990 and 990-T, maintain nonprofit books and financial statements, assist with 501(c)(3) applications, and train boards to read their financial statements. Our audit and assurance practice also provides reviews and audits when those services are needed.