🔒 Encrypted connections · Role-based document access · Personal, hands-on tax preparation
Offerings

Every stage of your taxes, covered

From a single W-2 to multi-entity business filings and IRS notices — one team, one secure portal, start to finish.

What We Do

Four core services, tailored to you

Every engagement is reviewed by a licensed preparer — never software running on autopilot.

Close-up of hands working a calculator at a desk
👤

Individual Tax

Federal & state filings, ITIN applications, FBAR/FATCA for expats and international income.

🏢

Business Tax

Entity formation, bookkeeping, payroll, and financial reporting for small businesses.

📈

Tax Planning & Advisory

Year-round strategy to legally minimize what you owe, not just once-a-year filing.

🛡️

IRS Representation

Amendments, audits, and direct representation in front of the IRS on your behalf.

For Individuals & Families

Filing that fits your life, not a generic template

Whether you have one W-2 or income from three countries, we match the return to your actual situation — and explain every line along the way.

  • W-2, 1099, and self-employment income — including gig and freelance work
  • Itemized deductions, education credits, and dependent care credits
  • ITIN applications for filers without a Social Security number
  • FBAR/FATCA and expat filings for U.S. citizens living abroad
  • Prior-year amendments and catch-up filings
RM Rina M. — 2025 Return
In Progress
Filing progress68%
W2
W-2 FormVerified
Done
1099
1099-NECPreparer reviewing
In Review
💬
Message from preparer"Do you have a 1098 for student loan interest?"
GT Greenline Trading LLC
Q3 Filed
S-CorpEntity Type
4Quarterly Filings
12Payroll Runs
📊
Profit & Loss StatementReconciled
Done
📄
Form 1120-SPreparer reviewing
In Review
For Businesses

Bookkeeping and filings that stay in sync

Built for LLCs, S-corps, and partnerships that need more than once-a-year filing — a books-to-return workflow your preparer actually owns.

  • Entity formation guidance — sole prop, LLC, S-corp, or partnership
  • Monthly or quarterly bookkeeping and reconciliation
  • Payroll setup and filings for owners and employees
  • Quarterly estimated tax calculations, so April has no surprises
  • S-corp election review and reasonable-compensation analysis
Included With Every Engagement

The details we handle by default

🔐

Secure Document Storage

Every upload is sent over an encrypted connection and access-controlled, retained per IRS record-keeping requirements.

🧑‍💼

A Dedicated Preparer

One licensed professional reviews your file start to finish — not a rotating queue.

📨

E-File & Direct Deposit

Approve your return in the portal and we e-file it, with refunds routed directly to you.

🛟

Audit & Notice Support

If the IRS sends a letter, we help you read it and respond — you're never on your own.

Who We Serve

Built around how our clients actually earn

Individuals & Families Freelancers & Gig Workers Small Businesses Expats & Nonresidents Retirees Real Estate Investors

Not sure which service fits?

Tell Tia a bit about your situation and get pointed in the right direction — no commitment required.

Talk to Tia →
Tia — AI Assistant
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Hi! I'm Tia. Ask me about documents, deadlines, pricing, security, tax estimates, or how our portal works — I'm happy to help.