A Second Review
Every return is checked by a second preparer before it is filed. Two sets of eyes catch what one set does not.
Our services
Tax Solutions Built Around You
Six services, one standard of care. Whether you file a single W-2 or run three entities, the work is prepared by a person who knows your situation and reviewed by a second before it is filed.
Service 01
Individual Tax Filing
Your personal return, prepared by someone who takes the time to understand the year you have had — a new job, a house, a growing family, an investment account, income in more than one state.
- Federal individual returns
- State and multi-state returns
- Itemised and standard deductions
- Credits you are eligible to claim
- Investment and capital gains income
- Rental property income
- Retirement and Social Security income
- Self-employment and side income
Service 02
Business Tax Preparation
Whether you file a Schedule C or a full corporate return, we prepare the paperwork, keep the calendar and make sure the numbers agree with your books before anything is filed.
- Sole proprietors and single-member LLCs
- Partnerships and multi-member LLCs
- S corporation returns
- C corporation returns
- Quarterly estimated tax planning
- Business deductions and depreciation
- Payroll and contractor filings
- Year-round compliance support
Service 03
Bookkeeping Services
Tax work is only as good as the records behind it. We keep the books current through the year, which turns filing season from a reconstruction exercise into a review.
- Monthly bookkeeping and categorisation
- Bank and card reconciliation
- Profit and loss and balance sheet reporting
- Accounts payable and receivable tracking
- Sales tax filings
- Payroll coordination
- Clean-up of prior periods
- Year-end close ready for tax
Service 04
IRS Help & Tax Resolution
An envelope from the IRS is unsettling, and most of them are more routine than they look. Bring it to us unopened if you like — we will tell you what it says, what it wants and what happens next.
- IRS and state notices explained
- Audit correspondence and representation
- Instalment agreements and payment plans
- Prior-year and unfiled returns
- Amended returns
- Penalty abatement requests
- Identity theft and fraud filings
- Ongoing resolution support
Service 05
Tax Planning & Strategy
Most of what shapes a tax bill happens long before the return is prepared. Planning is the part of the work where decisions are still open — and where a conversation in June is worth more than one in April.
- Year-round planning conversations
- Withholding and W-4 review
- Estimated payment schedules
- Timing of income and deductions
- Retirement contribution strategy
- Equity compensation considerations
- Entity structure for business owners
- Life changes: marriage, property, a new child
Service 06
Filing & Refund Support
The work does not end when the return is transmitted. We confirm acceptance, set up direct deposit properly, help you track where a refund is, and amend the return if something arrives late.
- Secure electronic filing
- Direct deposit set-up
- Refund status tracking
- Extension filing
- Amended returns
- Prior-year filings
- State filings and transcripts
- Copies of returns on request
Ready to Take the Weight Off Tax Season?
Book a consultation and we will tell you exactly what your situation needs — what to bring, what it will cost and what happens next.
Every engagement
What Comes With Every Return
A Walkthrough
We go through the finished return with you — what changed, what it means, and what to expect next year — before anything is filed.
Year-Round Access
Questions do not keep to the calendar. Call us in July about a house, a job or a letter, at no extra charge.
How it works
Four Steps, Start to Filed
1. Book Consultation
Schedule a free first conversation at a time that suits you.
2. Share Your Documents
Upload securely or bring them in. We confirm what is missing.
3. We Prepare & Review
Your return is prepared, then checked by a second preparer.
4. You Review & Approve
We walk you through it and answer every question first.
5. File With Confidence
We file, confirm acceptance and set up your direct deposit.
Fees depend on the forms your situation requires. You will have a written figure before any work begins, and it does not change unless the scope does.
Ready to Take the Weight Off Tax Season?
Book a consultation and we will tell you exactly what your situation needs — what to bring, what it will cost and what happens next.