Welcome

Every effort to avoid the need to file tax extensions delaying the preparation of the return. We prioritize finishing the return when others would just file an extension and prepare the return later.

When an extension can’t be avoided, we work with you to create an accurate estimate of taxes owed so you can pay on time and avoid interest and penalties.

With you to answer the setup questions that come with a new venture or a change in employment status. We help you determine what forms need to be filed so the IRS has correct information about your status, or to make sure you’ve formed your new venture under the right type of legal entity.

With you regarding the tax implications of your investments in stocks and bonds to make sure you’re holding them in the most tax advantageous accounts, and that you’ve made the best elections for how gains and losses will be calculated.