Tax preparation personalized for you.

Services

Individuals

Includes single taxpayers who may be employed, self-employed, or freelancers.

Services for individuals focus on personal income tax preparation, identifying deductions and credits applicable to personal expenses, retirement contributions, and investment income. As well as advice on tax-efficient strategies for personal financial growth and navigating changes in tax status.

College Students

Individuals currently enrolled in college or recent graduates, often with limited income and specific tax situations.

Services for college students focus on filing student-specific tax returns, advising on education credits and deductions, handling income from part-time jobs or internships, and guidance on student loan interest deductions.

Small Business

Ranges from sole proprietorships to companies with a handful of employees. Includes startups, local businesses, and independent contractors.

Services for small businesses encompass business tax filing, managing payroll taxes, quarterly tax planning, and advising on business expenses deductions. Guidance on tax implications for business decisions and help with state and local tax compliance.

Families

Taxpayers filing jointly, with or without dependents, such as children or elderly family members.

Family-oriented services cover joint tax filing, advising on credits, and strategies for family tax planning. Services also include guidance on deductions related to homeownership, childcare expenses, and education savings accounts.

Questions before getting started? Get in touch.