Areas of practice
Professional services for individuals, self-employed clients, and businesses. Pricing varies by filing status, entity type, forms, schedules, and complexity.
Preparation of individual income-tax returns with or without supporting tax software and online services. We organize the information, prepare applicable forms, review the return, and help clients understand next steps. Prices vary by filing status and complexity.
Preparation support for business income, employment, excise, gross-receipts, franchise, property, sales, and other applicable taxes. Industry-specific and entity-level requirements vary, and pricing depends on the corporate or entity level.
Document transmission, scanning, copying, printing, and related managed document support for tax and business needs.
Evaluation of company financial records to identify errors and assess whether records align with applicable laws, guidelines, and generally accepted accounting principles. Engagement scope and required independence are confirmed before service begins.
Recordkeeping for the financial affairs of a business is available through our sister firm, Tax Advantage Ink Solutions LLC.
Ongoing account-service support helps keep client records organized and books updated for corporate tax purposes. Accounting support is provided through our sister company.
FIFO supports qualifying self-employed individuals seeking historical Paid Sick and Family Leave Credits for eligible COVID-19-related missed work. The stated eligibility period is January 1 through September 30, 2021, with Schedule C, positive self-employment income, identity verification, and documentation requirements. Eligibility and availability must be verified directly with FIFO.
Self-service 1099 tools and full-service assistance for information returns, worker compensation reporting, and related tax consultation. A 1099 generally reports qualifying payments to independent contractors; a W-2 reports employee taxable compensation. Prices vary.
Analysis of existing business practices with practical recommendations for improvement. Engagements may focus on operations, organization, workflow, financial processes, or other management areas. Pricing varies by entity and scope.
Support reporting income or loss from a sole proprietorship, including eligible advertising, vehicle, commission, supply, utility, home-office, and other ordinary and necessary business expenses.
When included with a prepared return, Protection Plus may provide professional assistance for qualifying notices, preparer errors, unfunded returns, and tax-debt questions. Available help, coverage, limitations, and resolution options depend on current program terms.
Year-round strategy for deductions, credits, estimated payments, business structure, retirement contributions, and future tax liability.
Support with IRS notices, audits, prior-year issues, corrections, amended returns, and available resolution steps.
Planned strategy services for startups and small businesses will focus on financial, operational, and business-planning recommendations designed to support sustainable growth. Legal advice is not provided unless delivered by a separately engaged licensed attorney.