Tax Preparation and Advisory

Tax Preparation Services

Mystified or overwhelmed by the thought of preparing your taxes by yourself? You’re not alone. 

The U.S. Tax Code is almost 7,000 pages long - and if you include tax regulations and federal tax guidance, that number leaps up to ten times that number - over 70,000 pages! (Also, what is the difference between tax code and tax regulation and tax guidance???) There’s a lot to know about tax, and let’s get real, does anyone actually want to read all those pages?

You don’t. That’s why you’re here. We can handle the tax expertise, so you can focus on your area of expertise.

  • Personal / Individual Returns

  • Small Business / Sole Proprietor

  • Corporations (S-Corp & C-Corp)

  • Partnerships (LLP/LLC)

Tax Planning and Advisory

Our tax advisory services start where most tax prep ends. Yes, we’ll help you get ahead of your tax bill and keep more of what you earn, but the real value is in what those savings make possible. We look at your business and personal goals together, then build a year-round strategy that turns tax planning into a tool for growth: reinvesting in your operations, hiring, expanding, building wealth, or preparing for whatever is next.

  • Calculation of quarterly estimates

  • Business entity optimization

  • Projections of your financial situation at planned intervals

  • Tax-saving strategy recommendations

  • Tax leveraged strategies

Industries we serve:

We have experience, and industry-specific knowledge we can bring to your business. We not only learn about how you do things, but also understand the complexities that come along with the following industries:

  • Cannabis

  • Construction

  • Agriculture

  • Manufacturing

  • Retail

  • Not-for-profit

  • Therapists

  • Veterinary

  • Medical

  • Franchisees

  • Lending and financial services

  • Real Estate

  • Investor-backed ventures

  • Content creators

  • eCommerce

  • Adult industry professionals

Industry not listed here? - We’d love to meet you and learn more!

Tax Preparation FAQs

  • The initial filing deadlines are:

    • March 15th for businesses

    • April 15th for individuals

    • May 15th for non-profits (on a calendar year-end)

    While we typically file an extension for the majority of our clients, we are happy to discuss what is right for you!

  • The IRS allows an additional six-months to file your returns if you file an extension form. This gives you more time to gather all of your information without feeling rushed.

    Extension deadlines are:

    • September 15th for businesses

    • October 15th for individuals

    • November 15th for non-profits (on a calendar year-end)

    While we extend all of our clients, we prepare and file returns upon receipt of complete information.

  • This is tax prep, not dating. Extensions are a common practice, especially now that our tax code is ~7,000 pages long. It does not open a taxpayer up to any more scrutiny than a non-extended return.

  • Our turnaround time is based on the date we have received all of your information. An average timeframe is approximately 3 weeks.

Contact Us

Interested in working together?

Let’s get started:

  1. Fill in some information on the form and hit SEND!

  2. We will reach out to you, and schedule an initial call - this helps us learn about you, your goals, and how we can best help you. It also gives you the opportunity to hear about us. We understand trust is crucial, and we’re happy to answer any questions you may have!

  3. We will provide a quote, based on your specific engagement - this will typically come in email following our call!

  4. If we’re the right ones for you, email us back - we will send a formal engagement letter.

  5. Once signed up we send you a link to our secure portal

    (There’s even an app! - yay another app)