Services we Provide

Tax

• Individual Income Taxation-Our practice provides exceptional tax preparation services for individuals and families throughout the United States. We provide efficient and tailored CPA services and work diligently within the law to minimize your tax obligations.

  Some common tax returns that we deal with include:

  ·         Self-employment Income

  ·         W-2 Income (Technology, Financial Services, etc.)

  ·         Sale of Primary Residence

  ·         Rental Property (schedule E)

  ·         Pass-through Income

  ·         Crypto Currency Gains/Losses

  ·         Equity Compensation (ISO, RSU, ESPP, etc.)

• Rental & Vacation Income-Whether you are renting out a room in your home, or have a large rental portfolio we are here to help. Deprecation is a large tax attribute that is important to any real estate transaction. As your trusted tax advisor, we are able to assist you with navigating the accounting and tax responsibilities of your property investment activities.

• Capital Gains tax-

  • The sale of your capital asset(s) may require a trained professional to assist you in navigating your reporting and tax payment responsibilities.  

    These transactions may require an estimated tax payment in order to avoid underpayment penalties. Proactive tax planning regarding your equity compensation and other transactions may have great tax benefit to you and your family.

• Business/Corporate Taxation-We offer comprehensive business preparation and tax planning services for corporations (S-Corp, C-Corp) and business and investment partnerships.

• Business Property, Payroll and Sales Tax compliance.

Accounting Services

• Bookkeeping and outsourced/back office accounting services for small businesses.

• Assistance with accounting system selection and setup, and other related activities to build out your accounting process.

• Payroll & HR Outsourcing Consulting

Consulting

• Assist with budgeting, cash flow forecasts and financial analysis for small businesses.

• Entity selection for starting your new business.

• Planning on moving to a different state? We can assist you in proactive tax planning.

• CPA Comfort Letters

• If you are past-due on your tax obligations we can assist you with getting current. Please reach out to see if we can assist you with tax planning or additional questions.