Tax Planning & Preparation Services
The days of tax-season panic are over.
We specialize in helping creative entrepreneurs take control of their taxes. We’ll handle the filings, but more importantly, we’ll educate you throughout the year, so you’re always prepared and never caught off guard. We believe in proactive tax planning, not reactive tax stress.
Year-round peace of mind.
For most creative small business owners, tax season is a source of dread. You’re worried about messy books, missed deadlines, and a surprise tax bill. But what if tax time wasn’t something to fear? What if it was a chance to see all your hard work pay off?
Financial Review: We start by looking at your business’s entire financial picture, not just a single year.
Proactive Planning: We work with you to find deductions and strategies that make sense for your business, helping to minimize your tax liability.
Stress-Free Filing: We handle the preparation and e-filing of your tax returns, so you can breathe a sigh of relief knowing it’s done right.
Your Tax Guide: We’re here to answer your questions and help you understand your unique tax situation.
Maximize Your Savings: Year-Round Tax Planning
Get more than just once-a-year tax help. We're a proactive accounting firm that works with you year-round to help you make smarter financial decisions. Our approach helps you prepare for tax season with strategic planning that can lead to significant tax savings.
Tax Planning & Fee Estimator
Individual Tax Return
Do you own your own home?
Tax Preparation & Planning
- Dedicated Tax Advisor
- Custom Tax Plan
- Quarterly Tax Calculations
- Personal Tax Preparation
- Retirement Contribution Analysis
- Two Brokerage Statements
- One State Return
- Additional State Return
- Itemized Personal Deductions
- Business Owner (Schedule C)
- Business Owner (K-1)
- Accountable Plan Review
- Rental Property (Schedule E)
- − Bookkeeping Not Included
Schedule an appointment
Let us handle the numbers so you can focus on your craft.
Bookkeeping
Don’t let bookkeeping hold you back. Let us handle the numbers so you can focus on your art.
Consulting
This is your space to ask all the questions you’ve been carrying around. We’ll listen, educate, and create a clear plan of action.
Fractional CFO
Think of us as your financial copilot. We’ll help you navigate the journey to long-term success.
