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Accounting Documents

Taxes made simple

Are you ready to get help or take a strategic look at your tax position? Discover how we can help you navigate risk and uncover new opportunities leading to a reduction in your tax burden.

Tax Services

How can I make this process easier?

The complex and evolving nature of tax codes – at Federal, State and Local levels – creates opportunities to gain competitive advantage for the proactive and well-informed. 

 

From individual filings to corporate entity formation consideration, or re-structuring to gain tax efficiency- we got your back to advise, setup and manage it all for growth that scales.

Tax Income Reports
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Tax Services

We focus primarily on individual and startups in the small to medium business space.

Individual Tax

  • US Individual Tax Returns

  • Schedule C / Sole Proprietor

  • Single Member LLCs

Entity Tax

  • S-Corporations

  • Partnerships

Other Services

  • Tax Notice Response 

  • IRS Representation

  • Tax Return Extension Filings

  • Tax Strategic Advisory

  • Ad-hoc (PPP, Employment Credits, Point of Sale set up)

Overlapping Triangles

Got something in mind that's not listed? Give me a shout. Let's talk.

Call Us Today: (209) 968-6533

What are some other benefits of engaging our services?

Other benefits include:

  • Basic strategic advisory and tax updates

  • Overnight updates on your records

  • Instant access to experienced bookkeeper / accountant

  • Cost savings

  • Opportunity to breeze during tax deadlines

  • Bookkeeping to filed tax returns to growing your entity, all in one place

Tax return
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