Services
Federal and state returns, including clients with income or property in more than one state.
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Tax planning
Estimated payments, entity structure, S corporation elections, and the tax side of buying, selling, or growing a business or property.
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Business returns
Partnerships (Form 1065), S corporations (Form 1120-S), and sole proprietors, prepared with the owners’ individual returns in mind.
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Real estate
Rental portfolios, short-term rentals, depreciation strategy, property sales, and properties held across multiple states.
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Individual returns
Returns for clients whose finances have grown past what software and a weekend can handle.
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Trusts, estates, and gifts
Fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709), coordinated with the family’s individual returns.
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Bookkeeping
Reconciled, organized books for the businesses I prepare returns for, so the numbers support good decisions year-round.
Let’s see if we’re a good fit.
Schedule a consultation, or send a short note about your situation and I’ll be in touch.