Select a service to schedule an appointment.
Business Services
15 min consult
Consultation - form new busines
Create LLC, Corporation, or non-profit.
Consultation - current business advisement
Business owners seeking counsel on how to better run their business
Tax Preparation Services
Personal and Business Taxes
For clients that need to schedule time for both a personal tax return and a business (LLC, corp, or non-profit) tax return
Form 1040
Personal Tax Return
Form 1040 - Simple
Personal tax return with one W-2 or 1099
Form 1040 - Previous Year(s)
Personal Federal Tax return for any previous years
Form 1065
Business tax return for an LLC
Form 1120
Business tax return for a C-corporation
Tax Amendment
Past year's tax returns for possible amendment
Form 1041
Estate and Trust Tax preparation
Form 1120-S
S- Corporation tax preparation
Form 990
Non-profit tax preparation
Audit Services
Consultation - NEW IRS issue
Consultation - Review CURRENT IRS issue
Consultation - Letter Received from gov't agencies (other than IRS)
Payroll Processing and Reports
Reporting - Department of Revenue
Payroll Processing
Accounting Services
Consultation - General
Discuss and create Profit & Loss Report
Notary Services
Debt Management and Financial Support Services
Bookkeeping
Estate Planning Services
Last Will
Living Will
Trust Formation