IRS Representation.
Everything your business needs to stay compliant, minimize taxes, and never be blindsided handled by a single federally licensed firm.
One firm for your books, your taxes, and the IRS
Most business owners juggle a separate bookkeeper, a tax preparer, and hope they never need anyone for the IRS. We handle all three and because the same EA manages your books and your taxes, nothing falls through the cracks.
When your bookkeeper knows your P&L inside out and also prepares your return, you get proactive tax strategy all year not a scramble every April.
S-Corps & C-Corps
Corporate entities have the most complex compliance obligations and the most tax-saving opportunities. From officer reasonable compensation to payroll tax optimization, there's significant money to be saved with the right strategy.
We handle everything: monthly books, quarterly payroll review, corporate returns (1120-S / 1120), and personal returns.
Book a Free CallLLCs & Sole Proprietors
If your LLC is generating $60K+ in profit, you may be overpaying thousands in self-employment taxes every year. We analyze whether an S-Corp election makes sense for your situation and handle the transition if it does.
For sole proprietors, we keep your Schedule C optimized and your quarterly estimates accurate so April is never a shock.
Book a Free CallReal Estate Investors
Rental properties are one of the best tax-advantaged investments available but only if your books and depreciation schedules are set up correctly. Most real estate investors leave significant deductions on the table.
We set up property-level bookkeeping, maintain depreciation schedules, prepare Schedule E, and advise on cost segregation and 1031 exchange reporting.
Book a Free CallW-2 & 1099 Filers
If your tax situation is more complex than a single W-2 with side income, freelance, investments, rental income, stock options. You need an EA preparing your return, not a software tool.
We prepare accurate, fully optimized individual returns and ensure every deduction you're entitled to is captured.
Book a Free CallEverything we offer
Most Popular
Bookkeeping + Tax Combo
Year-round books plus proactive tax strategy and filing. No more scrambling in April.
- Monthly reconciliation & reporting
- Quarterly estimated tax prep
- Annual business + personal return
- Year-round EA strategy
- S-Corp optimization analysis
Recurring
Monthly Bookkeeping
Clean, reconciled books delivered monthly with P&L, Balance Sheet, and Cash Flow reports.
- Bank & credit card reconciliation
- Monthly financial reports
- QuickBooks Online management
- Monthly check-in call
Annual / Project
Tax Preparation
Individual and business returns — fully optimized, accurately filed, and IRS-ready.
- Individual 1040 all schedules
- S-Corp 1120-S & C-Corp 1120
- Partnership 1065
- Real estate Schedule E
EA Only Service
IRS Representation
Audits, notices, appeals, collections, and penalty negotiations — handled by your EA.
- Audit defense & representation
- IRS notice response
- Offer in Compromise
- Installment agreements
One-Time
S-Corp Election & Setup
Potentially save thousands per year in self-employment taxes. We handle the full election and setup.
- S-Corp eligibility analysis
- Form 2553 filing
- Reasonable salary setup
- Payroll coordination
Recurring
Real Estate Bookkeeping
Property-level books, depreciation schedules, and Schedule E support for landlords and investors.
- Per-property P&L tracking
- Depreciation schedule maintenance
- STR income categorization
- Schedule E preparation
// Transparent pricing
Bookkeeping Only
- Monthly reconciliation
- P&L, Balance Sheet, Cash Flow
- QuickBooks management
- Monthly check-in call
- Up to 150 transactions
Bookkeeping + Tax
- Everything in Bookkeeping Only
- Quarterly estimated tax prep
- Business + personal return
- Year-round EA tax planning
- S-Corp analysis included
- Priority 24-hr response
S-Corp Complete
- Everything in Bookkeeping + Tax
- Payroll compliance oversight
- Officer salary optimization
- IRS audit representation included
- Unlimited consultations
Need tax filing only? Individual from $300 · Business from $900 · IRS representation from $1,000. See full pricing →