Tax, accounting, and bookkeeping in one consolidated relationship.
Instead of a seasonal transaction, the aim is a lasting professional relationship: the same firm knows your records, your filing history, and what to expect next year.
Individual Tax Preparation
Federal return preparation for individuals and families, including households with wages, self-employment income, rental property, or financial connections in more than one country. We organize the documents first, explain what applies to your situation, then prepare the return.
- Federal individual returns
- Self-employment and 1099 income
- Rental and investment income
- Returns including spouses or dependents with an ITIN
Business Tax & Accounting
For owner-operated companies that need accurate books, a filing calendar they can trust, and financial information that is useful during the year — not only at the deadline.
- Business return preparation
- Year-end closing and account reconciliation
- Filing calendar and deadline tracking
- Financial statements owners can read
Bookkeeping & Financial Organization
Scattered records become dependable information. We catch up what is behind, set a monthly routine, and keep the documentation that supports every number you report.
- Catch-up bookkeeping
- Monthly transaction categorization
- Bank and card reconciliation
- Document retention practices
ITIN & Acceptance Agent Assistance
ITIN applications and renewals have their own dedicated page, because the process deserves a full explanation.
Read the ITIN page →Payroll, advisory, business formation, and IRS representation are not offered on this site until confirmed by the firm. Professional designations such as CPA or Enrolled Agent are not claimed. Nothing on this page is tax, legal, or immigration advice for your specific situation.
Ready when you are.
Complete the short bilingual intake and the firm will confirm your service-specific document checklist.
Start Your Tax or ITIN Request