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$1,500 All-Inclusive Package
One 1040 plus your choice of 1041, 990, or 2026 Tax Planning. Exp: 1/1/2026

Our Core Services

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 Individual Tax Solutions

Form 1040 Preparation — comprehensive filing for individuals and families.

Maximizing deductions and tax credits to reduce liability.

Specialized Tax Preparation

For clients with complex tax situations, we provide expert services in:

Form 1041 — trusts and estates tax preparation.

Form 990 — private foundation and nonprofit tax compliance.

Close collaboration with CPAs, attorneys, financial advisors, and institutions to save clients time and ensure seamless, coordinated tax strategies.

Tax Planning & Strategy

2026 Strategic Tax Planning — prepare ahead for upcoming tax code changes.

Multi-year tax projections for smarter decision-making.

Income, estate, and gift tax minimization strategies.

IRS Tax Resolution Services

Back tax resolution and installment agreements.

Penalty abatement and audit defense.

Full representation before the IRS.

Strategic Tax Planning & Advisory

Personalized strategies designed to minimize tax liabilities and optimize your financial outcomes, aligned with your long-term goals.

Individual Tax Compliance

Expert preparation and compliance services for Form 1040 and related schedules, ensuring accuracy and adherence to IRS regulations.

Specialized Returns Preparation

Tailored solutions for complex tax filings, including: Trust & Estate Returns (Form 1041) Gift Tax Returns (Form 709)  Foundation Returns (Form 990)

Small Business Tax Solutions 

Comprehensive tax preparation and planning services for sole proprietors and small businesses, maximizing deductions and reducing tax exposure.

IRS Representation & Tax Resolution

Full-service representation to resolve IRS audits, notices, and tax debts, including negotiation of payment plans and penalty abatements.

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