Services
Individual & business tax compliance and fillings
S-Corp & partnership returns
Partnership and K-1 analysis for investors and fund participants
Multi-state filings
High-income tax planning.
Tax Services
Entity structuring (LLC, S-Corp, partnerships)
Compensation & retirement planning
Real estate tax strategy
Ongoing advisory for business owners
Advisory & Planning
Bookkeeping & Payroll
Bookkeeping is offered selectively where it supports tax planning and compliance.
Specialized Bookkeeping
Monthly bookkeeping (select clients)
Payroll coordination & oversight
Clean-up & catch-up work for tax readiness
→ Bookkeeping for Medical Practices
→ Bookkeeping for Short-Term Rental Owners
Specialized Tax Planning
Focused planning engagements for clients with complex income, investments, and multi-entity structures.
This call is for introductions and determining fit. No tax advice or analysis is provided during the intro call.