Most CPAs file the return and disappear. We treat every return as a planning conversation — and we call you first, three times a year, before deadlines force the question.
Federal, state, and multi-state returns for households with W-2, K-1, 1099, equity comp, real estate, and trust income.
Bracket management, Roth conversions, charitable strategy, capital gains harvesting — modeled before, not explained after.
S-Corp, LLC, partnership, and Schedule C returns, with quarterly estimates and entity-structure review built in.
Monthly close, reconciliations, and clean books that make tax time a confirmation, not an investigation.
Form 1041, gift tax (709), and coordination with your attorney on the parts of the plan a return has to follow.
We answer the IRS letters. You don't. Notice triage, response drafting, and audit defense from your enrolled-agent team.
We bill once a year, in equal quarterly draws. Returns, planning conversations, and routine IRS correspondence are included. You don't get a bill when you call us.
We're a small, deliberate firm. We hire people who'd rather have one good conversation than process ten returns — and we pay them like it.
See all open roles →The first conversation is free and unhurried. About thirty minutes. We'll talk through what changed, where the planning openings are, and whether we're the right firm for the work. If we're not, we'll tell you who is.