Small and family businesses
Retail, services and family-run companies that need taxes, books and payroll handled in one place.
Who we work with
We know these clients and their questions well, so the work goes faster and nothing important is missed.
Real estate owners and investors
Rental income, depreciation, property sales and 1031 exchanges.
Professional practices
Medical, legal, design and consulting practices with partners and payroll.
Startups
Entity setup, clean books from day one and statements ready for investors.
Creatives & entertainers
Musicians, writers, photographers, videographers, and athletes. Uneven income, 1099s, gear and travel expenses, and knowing when an S corp makes sense.
Clients with ties abroad
Foreign bank accounts, overseas companies, and catching up on missed filings without unnecessary penalties.
Nonprofits
Form 990, grant reporting and the preparation your funders and auditors ask for.
Individuals and families
Personal returns, planning for life changes and help when a notice arrives.