Tax Preparation: Individuals & Small Businesses

Maximizing Wealth through Compliance and Strategy

Tax laws change every year, and navigating the IRC (Internal Revenue Code) requires constant vigilance. We don’t just “input data”; we analyze your financial picture to identify missed opportunities for savings.

Individual Tax Excellence

Standard & Itemized Returns

Handling W-2s, 1099-NECs, and complex Schedule A deductions.

Investment Income

Reporting capital gains/losses from stocks, crypto, and real estate.

Multi-State Filings

Resolving the tax complexities of living in one state and working in another.

Small Business & Entrepreneurial Support

Entity-Specific Filings

Specialized preparation for Sole Proprietors (Schedule C), Partnerships (1065), and LLCs.

Expense Optimization

We help you identify deductible business expenses—from home office usage to equipment depreciation—to lower your taxable income.

Estimated Tax Management

Helping freelancers and small biz owners stay on top of quarterly payments to avoid "tax-time sticker shock" and IRS penalties.

Service Fees

Individuals

$150

Comprehensive tax preparation for individuals to maximize your refunds and ensure IRS compliance.

Small Businesses

$200

Complete tax preparation for small businesses, including entity-specific filings and expense optimization.

Final pricing may vary depending on the complexity of the return, required forms, and supporting documentation.