Tax help for people whose income outgrew their tax software.
Pick the one that sounds most like you. Most clients are a little of each.
Sound familiar?
- Your bookkeeper, payroll provider and tax preparer have never talked to each other.
- You find out what you owe in April, after the money’s been spent.
- You pay freelancers but January 1099s are a scramble every year.
- You’re not sure your entity structure still makes sense.
How we help
- Business and personal returns coordinated so K-1s and salary line up.
- Quarterly estimates set from a real projection, not last year.
- W-9s, contractor tracking and 1099s handled year-round.
- Entity and owner-salary decisions modeled with your numbers.
Returns we usually file
Sound familiar?
- Multiple 1099s, a K-1 or two, and no withholding on most of it.
- Quarterly estimates are guesses — and last year you guessed low.
- You’ve heard about S corps and solo 401(k)s but don’t know which applies.
- Receipts live in four inboxes and a camera roll.
How we help
- A set-aside rule on every deposit, sized to your projection.
- Safe-harbor estimates recalculated as your income changes.
- Retirement and entity options compared before year-end.
- Deductions documented so they hold up if the IRS asks.
Returns we usually file
Sound familiar?
- W-2 income plus side practice, locum or consulting income.
- Licenses in more than one state and returns to match.
- A practice entity with partners, K-1s and reimbursements.
- No time to learn tax law on top of your own profession.
How we help
- One team that sees W-2, practice and investment income together.
- Resident and nonresident state returns coordinated with credits.
- Practice returns, K-1s and accountable-plan reimbursements set up.
- Notice response and representation included on Protected.
Returns we usually file
Start with the thing that’s keeping you up
Here’s what we do first in the situations we see most.
“I got a letter from the IRS.”
We read it, note the response deadline, and pull the records behind the numbers. You’ll know what it means within a day.
“I’m behind on filing.”
We pull your transcripts to see what the IRS has on file, then plan the catch-up in the order that limits penalties.
“I just went 1099.”
We set a set-aside rule, schedule your first estimate, and show you which expenses to track from day one.
“Should I be an S corp?”
We model it with your real profit, a defensible salary and the added costs — then tell you plainly if it pays.
“I work in more than one state.”
We map where you’re resident and where you earned, so income is taxed once and credits are claimed.
“I pay a lot of freelancers.”
We collect W-9s now, track payments all year, and review any roles that look more like employment.
“I owed a penalty last year.”
We check whether you qualify for abatement, then set safe-harbor estimates so it doesn’t happen twice.
“My records are a mess.”
We rebuild from bank statements, not memory, so your return is accurate — and set you up to stay organized.
Thirty minutes. A fixed quote. No obligation.
We’ll look at last year’s return and what’s changed, show you where the risks and opportunities are, and tell you honestly whether we’re the right fit.
Helpful to have on hand
- Last year’s federal and state returns
- Your W-2s, 1099s and K-1s, if you have them
- Your entity documents, if you have any
- Any IRS or state letters from the last few years
- The question you most want answered
Don’t have all of it? Come anyway. That’s what the call is for.