Business and personal taxes, handled together — Tax preparation and year-round planning for owner-led businesses — and the people who run them.

Business Tax Services.

A focused set of small-business tax services that keep your filings accurate, compliant, and planned ahead — not scrambled in April.

  • Business tax returns — federal, state, and local for S-corps, partnerships, and sole proprietors.

  • Quarterly tax planning — estimates and projections, so there are no April surprises

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Tax Season Insights: Preparing for 2026

Year-round tax advisory

Taxes aren't a once-a-year event. I help you make informed decisions all year:

  • Spot deductions and credits as expenses happen

  • Plan ahead for tax-law and business changes

  • Optimize payroll, retirement, and expense strategy to lower your bill

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Single-Member LLCs & Sole Proprietors: Schedule C

S-Corporations: Form 1120-S, K-1 preparation, and shareholder distribution reporting, Form 7203

Individuals

Form 1040: Full federal and state individual income tax preparation.

  • Schedules Supported:

    • Schedule A – Itemized deductions

    • • Spot deductions and credits as expenses happen
      • Plan ahead for tax-law and business changes
      • Optimize payroll, retirement, and expense strategy to lower your bill

    • Schedule B – Interest & dividends

    • Schedule C – Sole proprietors & single-member LLC income

    • Schedule D – Capital gains & losses

    • Schedule E – Rental properties, K-1s, and pass-through income

  • Quarterly Estimated Tax Calculations:
    Accurate quarterly projections for both federal and state estimates to help you avoid underpayment penalties and stay ahead of tax season.

  • Prior Year Review & Catch-Up Filings:
    Support for missing years, amendments, and IRS cleanup for individuals who need help getting back on track.

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Forms & Entities I handle:

We handle tax filings for a variety of business entities, focusing on the most common small business structures:

Why Work With Us?

Choosing the right tax partner matters. We don’t just prepare returns — we help you understand how your business and personal finances work together, ensuring everything is aligned, optimized, and stress-free.

Year-Round Support — Not Just Tax Season

We stay involved beyond filing deadlines. Whether you need estimated tax calculations, mid-year planning, cleanup work, or guidance on financial decisions, we’re here throughout the year—not just in April.

Business-to-Personal Tax Integration

Your business activities directly impact your personal tax outcome. We bridge both sides, handling your business filings and personal return together so you get a cohesive strategy, accurate reporting, and fewer surprises at year-end.

Save Time & Reduce Stress

Let an expert CPA handle the complexity of tax prep and compliance so you can focus on running and growing your business.

For Individual Tax Services
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Our expertise ensures your returns are accurate, compliant, and optimized for your entity type, so you avoid costly mistakes and remain audit-ready.