Overview
We specialize in tax for small businesses—sole proprietors, single‑member LLCs, and partnerships. From Schedule C to Form 1065 with K‑1s, we help you stay compliant while maximizing cash flow through smart planning.
What We Offer
Schedule C (Form 1040)
Expense categorization, vehicle/home‑office deductions, and QBI optimization.
Partnerships (Form 1065)
K‑1 allocations, partner basis, guaranteed payments, and capital accounts.
State & Local Taxes
Sales/use tax, local business taxes, and multi‑jurisdiction compliance.
Quarterly Tax Planning
Safe‑harbor estimated payments and cash flow planning for the year.
Entity Setup & Elections
Support for LLC formation and S‑Corp election when it makes sense.
Books to Tax Tie‑Out
We reconcile books to returns so your numbers make sense and stand up to scrutiny.
Why Choose Our Services
Keep More of What You Earn
Identify every deduction and credit you qualify for—no more money left on the table.
Less Stress, More Clarity
Simple guidance and clear timelines so you always know what’s next.
Aligned With Your Goals
Tax planning that matches your growth plans—not just a once‑a‑year filing.
How We Work With Small Businesses
Discovery & tailored document checklist via secure portal
Bookkeeping review and adjustments; identify key tax opportunities
Prepare and review draft returns; explain options and next steps
E‑file returns; set up reminders and quarterly plan for the new year