Tax returns done right, with no surprises.

We prepare business and personal returns together, so what happens in your business and what lands on your personal return make sense side by side.

Book an intro call

20 minutes. No cost, no pressure.

What’s included

S-corporation (1120-S), partnership (1065) and C-corporation (1120) returns
Individual returns, including rental properties, equity compensation and cancellation of debt
Multi-state and state-only filings
Foreign reporting: FBAR and Form 8938
Nonprofit filings: Form 990, 990-EZ and 990-N
IRS and state notices, including penalty abatement requests
Extensions and estimated tax payments

Who it’s for

Owners who want the business and personal side handled by the same people, and individuals whose returns have outgrown tax software.

How it works

You get a document checklist built for your situation. We prepare the return, walk you through it and file. If anything looks different from last year, we explain why before you sign.

Document checklist — Sample

W-2 from your S-corporation
Schedule K-1 (Form 1120-S)
Brokerage 1099s
Rental income and expenses
Mortgage interest (Form 1098)
Foreign account balances, if any

Example for an owner with an S-corp and a rental property. Prepared and reviewed by The owners

Related work

Early-stage technology company

The problem: The company was doing real development work but had never claimed the federal research credit.
What we did: Documented qualifying activities against the four-part test, calculated the credit, and prepared Form 6765 with the return, along with a supporting memo.
The result: A credit claim backed by documentation that holds up to questions.

Tax planning

Questions

What do you need from me?

After the intro call, we send a checklist built for your situation: your entities, your states, your accounts. Not a generic 40-item form.

Do you file in more than one state?

Yes. Multi-state returns are routine for us, including for clients who moved during the year or earn income in several states.

I have bank accounts outside the U.S. Do I need to report them?

Probably. If your foreign accounts added up to more than $10,000 at any point during the year, you generally need to file an FBAR. Larger foreign holdings may also require Form 8938 with your return; for single filers living in the U.S., that threshold starts at $50,000. Penalties for missing these can be steep, so it’s worth checking.

I got a letter from the IRS or the state. Can you help?

Yes. Send it to us before you respond. Many notices can be resolved with a clear written reply, and some penalties can be reduced or removed when there was reasonable cause or a clean prior record.

General information, not advice for your specific situation.

Let’s talk about your numbers.

Twenty minutes. We’ll listen, ask good questions and tell you honestly whether we can help.