WHAT WILL WE DO FOR YOU?

There are multiple types of tax returns that can be filed, but we try to simplify the process into just a few different types to make life easy on you!

Personal taxes

Simple return:

• Ideal for single income households (Married with 1 income each)
• No itemization
• Limited investment activity (401k, IRA, 5 or fewer asset sales per year)

Complex return:

• Multiple income households (Married with 3 or more incomes)
• Incomes earned in multiple states
• Itemization requested
• Significant investment activity (more than 5 asset sales per year)
• Rental Properties (including short-term)
• Contractors
• Sole Proprietor (including sales tax preparation)
• LLC Partner (including sales tax preparation)

Business Filings

• Corporations or specific LLCs
• Quarterly estimated taxes
• Annual filings
• Sales tax preparation

CPA Services

• Financial Attestations