Tax advisory encompasses a wide range of compliance and services, and it is not possible to list every offering. I encourage you to reach out to discuss your specific tax needs and how I can best support you.

Businesses

• Tax preparation & filing (1065, 1120S, 1020)
• Tax planning
• Estimated tax calculations

• Tax Provision and Deferred Tax 

• Audit support & representation (with the Internal Revenue Service)
• Entity selection & structuring (LLC, S-Corp, etc.)
• Multi-state tax compliance (Income & Franchise Tax)
• Bookkeeping & financial reporting support
• IRS notice response & resolution

Individual Tax

• Individual tax preparation & filing
• Solo Business Owners
• Tax planning & strategy
• Estimated tax calculations
• Deduction & credit optimization
• Audit support & representation (with the Internal Revenue Service)
• Retirement tax planning (IRAs, 401(k)s, distributions)
• Investment & capital gains tax planning
• Education tax credits & planning
• IRS notice response & resolution
• Withholding analysis & adjustments
• Life event tax guidance (marriage, home purchase, new child, etc.)