Services

1040 Tax Returns

Let us take care of your personal return:

Experience tax return services that go beyond mere compliance—our expertise lies in understanding how the numbers shape your present and future financial landscape. With meticulous attention to detail and a focus on maximizing your potential, we ensure that your tax return isn't just a formality but a strategic tool for financial empowerment.

Tax Specialization In:

  • Life Events: Marriages, Dependents, Sale of Home, Education, Etc.)

  • Schedule D - Investment Activities (Stocks, Capital Assets, Dividends, Etc.)

  • Schedule C - Contractors / Small Businesses

  • Schedule E - Rental Property Owners

  • Retirement Income & Social Security

  • State Returns

  • Amendments

1065, 1120-S, 1120 Tax Returns

Let us take care of your business return:

Whether you’re a partnership or corporation, we offer accurate, compliant, and strategic tax preparation services tailored to your business structure. Let us handle the numbers so you can focus on growth.

Tax Planning Services:

  • 1065 Partnership Return

  • 1120-S S Corporation Return

  • 1120 Corporation Return

  • Form 2553: S Election Filing

Financial Freedom Tax Planning

Let us take care of your financial future:

Tax planning isn’t just about reducing taxes, it’s about building a smarter financial future. Whether you’re a wage earner, business owner, or investor, we provide year-round tax strategy services tailored to your goals.

Tax Planning Services:

  • Life Event & Income Change Planning

  • Real Estate Focused Planning

  • Small Business Start-Up Planning

  • Business Owner Optimization Planning: Entity Selection, Tax Classification, and more!

Digital Financial Templates

Our user-friendly digital solutions are designed to aid you the preparation of your personal and business tax filings. These products adhere to tax regulations and undergo annual updates to incorporate the latest changes.

Digital Templates Available:

  • Sole Proprietor VS. S-Corp Worksheets

  • Small Business Tax Deductions Worksheets

  • Annual & Monthly Budget Spreadsheet

  • Home Office Worksheet

  • Vehicle Information Worksheet

  • and More!

Additional Services

We don’t stop at your personal or business tax return. Our additional services are designed to support your ongoing compliance and reporting needs year-round. Stay ahead of deadlines and regulatory requirements with expert assistance tailored to your situation.

Available Services:

  • Periodic/Annual State Filings

  • 1099-NEC Preparation

  • IRS Letter Response & Notice Review

  • First-Time Abatement Filing

  • Entity Filing Services

Bookkeeping

Accurate, reliable bookkeeping is the foundation of sound financial decision-making. That’s why we’ve partnered with a trusted team of bookkeeping experts who specialize in supporting business owners across a wide range of industries.

Our Partner Firm Offers:

  • Monthly or quarterly bookkeeping

  • Bank and credit card reconciliations

  • Financial statement preparation (P&L, Balance Sheet)

  • Cleanup and catch-up bookkeeping

  • QuickBooks Online setup and support

  • Year-end reporting packages for tax prep

Why We Recommend Them:

  • Proven track record of reliability and accuracy

  • Affordable, flat-rate pricing

  • Familiarity with tax requirements for smoother coordination

  • Easy communication and secure document sharing

We may receive a referral commission, but only recommend partners we trust and stand behind.

"In the world of business, success is not just measured in profits, but in the value you bring to others, the relationships you build, and the positive impact you create. Strive for excellence, innovate with purpose, and success will be the natural outcome of your endeavors."

— Anonymous