Our Services

Our filing process goes far beyond plugging in numbers. We review your full financial picture to capture every advantage the tax code offers across all return types.

Individual returns (1040): Comprehensive income analysis across W-2, 1099, K-1, investment, and rental income with credit and deduction optimization.

Corporate & business returns (1120, 1120-S, 1065): C-Corp, S-Corp, and partnership filings prepared with precision, including multi-state compliance for businesses operating across state lines.

Non-profit returns (990, 990-EZ): Tax-exempt organization filings for 501(c)(3)s, foundations, and other exempt entities, ensuring compliance with IRS reporting requirements.

990-T & Section 6417 elective pay: Unrelated business income tax filings for exempt organizations, including direct pay elections for tax-exempt nonprofits and government entities claiming clean energy credits under the Inflation Reduction Act.

Prior-year return review: We look back up to 3 years to find missed deductions or credits that can be recovered through amended returns.

Real estate creates unique tax planning opportunities that most preparers overlook. We help property investors and owners maximize every available advantage.

Cost segregation analysis: Accelerate depreciation on commercial and residential properties by reclassifying building components into shorter recovery periods.

1031 exchange guidance: Defer capital gains on property sales by reinvesting proceeds into qualifying like-kind properties through a properly structured exchange.

Passive activity optimization: Strategic grouping and planning for portfolio investors managing multiple rental properties to maximize usable losses.

Entity structuring for holdings: Determine the right entity type for your property portfolio to balance liability protection with tax efficiency.

If you have unfiled returns, received an IRS notice, or need representation during an audit, we step in to resolve it. As a licensed Enrolled Agent, Andrew is authorized to represent you directly before the IRS.

IRS audit representation: Licensed Enrolled Agent representation for correspondence audits, office audits, and field audits at all levels of the IRS.

Amended return preparation: Correcting previously filed returns for missed deductions, reporting errors, or changes in filing status.

Back tax & installment agreements: Resolution for unfiled or unpaid tax years, including setting up manageable payment plans with the IRS.

Late filing recovery: Getting your filings current and minimizing penalties and interest on returns that should have been filed in prior years.

For business owners doing $250K+ in revenue, the right tax structure can save tens of thousands per year. We design strategies built around your specific operations and goals.

S-Corp & entity election analysis: Determine whether an LLC, S-Corp, or C-Corp election is most tax-efficient based on your revenue, distributions, and growth plans.

Payroll & compensation optimization: Set the right salary-to-distribution ratio to minimize self-employment tax without triggering IRS scrutiny.

Qualified Business Income (QBI): Maximize the 20% pass-through deduction for qualifying businesses under Section 199A, including income threshold planning.

Retirement plan design: SEP-IRA, Solo 401(k), and defined benefit plan strategies for business owners looking to shelter income while building wealth.

Tax season should not be the only time you think about your tax position. Our advisory clients receive ongoing, proactive guidance designed to keep you ahead all year.

Quarterly estimated tax projections: Accurate quarterly payment calculations so you never overpay or face underpayment penalties at filing time.

Mid-year strategy sessions: Proactive check-ins to adjust your plan as income changes, new investments are made, or life events occur.

Year-end tax planning: Implement strategies before December 31 including charitable contributions, retirement contributions, and income timing.

Cross-professional coordination: We work alongside your financial advisor, attorney, and other professionals to ensure your tax strategy aligns with your broader financial plan.

Navigating federal and state compliance requirements can be overwhelming. We handle the complexity so you can focus on running your business.

Ongoing regulatory filings: Quarterly and annual compliance filings to keep your business in good standing with federal and state authorities.

Payroll tax compliance: Quarterly and annual payroll reporting, W-2/1099 issuance, and employer tax deposit management.

Sales & use tax filings: Multi-jurisdiction sales tax reporting for businesses with nexus across multiple states.

BOI & annual report filings: Beneficial Ownership Information reports under the Corporate Transparency Act, plus state annual reports and LLC renewals.