Tax services

How it works:

15-min free tax consultation. We’ll assess your financial situation, answer any questions you might have, and create a personalized plan to maximize your refund.

For W2 Employees
Expect to discuss your income tax liabilities and the documents you’ll need to file for your return.

For 1099 Independent Contractors/Self-Employed
Expect to discuss your business type, income and expenses, and explore all potential deductions for your business’ industry to lower your tax bill.

How it works:

1 hour appointment
Expect to discuss your specific filing category, sources of income, credits, deductions, and create a strategy to maximize your refund.

Tax Filing Categories
Single, Married filing jointly, Married filing separately, Head of household, Qualifying widow(er) with dependent child

How it works:
We’ll discuss the business expenses applicable to your type of business that are ordinary and necessary.

For example, a restaurant owner can write off food expenses, plates and silverware, employee wages, etc. Our goal is to legally maximize your deductions to reduce taxable income on your profits.

How it works:

The loss of a loved one is a tragic time for every family. Allow us to handle the complexity of filing the decedent's Estate Tax Return 1041.

We’ll work together to determine if the estate is filing as a Simple Trust or Decedent's Estate. You’ll need all of the necessary tax forms regarding the Estate, such as date of death and EIN from the IRS.

We’ll provide end to end tax support to ensure the estate is filed accurately and beneficiaries receive their K1 tax forms.