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Who we help

If you earn it, we've got you.

From W-2 households and retirees to sole proprietors, LLCs, S corporations, C corporations and partnerships, here's who we work with every day.

Individuals & families

Every household return deserves a second look.

  • W-2 employees
  • Families with kids
  • Dual-income households
  • Retirees
  • Seniors on Social Security
  • Pre-retirees planning ahead
  • Homeowners
  • First-time filers & students
  • Young professionals
  • Investors
  • Crypto holders
  • Landlords & rental owners
  • High-income earners
  • People who moved states
  • Remote workers
  • Multi-state filers
  • Clients with Canadian ties

Life changes

Big moments change your taxes. We help you plan for them.

  • Newly married
  • Divorced or separating
  • Widowed
  • New parents
  • Adopting a child
  • Buying or selling a home
  • Changing jobs
  • Retiring this year
  • Receiving an inheritance
  • Starting a side hustle
  • Going self-employed
  • Caring for a parent

Business owners, every structure

Whatever your entity, we speak its language.

  • Sole proprietors
  • Single-member LLCs
  • Multi-member LLCs
  • S corporations
  • C corporations
  • Partnerships
  • Startups & new businesses
  • Family-owned businesses
  • Businesses with employees
  • Owner-operators
  • Businesses considering an S corp election
  • Multi-location businesses

Self-employed & industries

Specialized industries, straightforward help.

  • Freelancers & 1099 contractors
  • Gig & rideshare drivers
  • Consultants
  • Real estate agents
  • Contractors & the trades
  • Construction companies
  • Restaurants & food service
  • Retail shops
  • E-commerce & online sellers
  • Short-term rental hosts
  • Salons & beauty pros
  • Health & wellness practices
  • Fitness studios & trainers
  • Creatives & photographers
  • Marketing & creative agencies
  • Tech & software companies
  • Landscaping & outdoor services
  • Tourism & outdoor recreation
  • Professional services firms
  • Transportation & trucking

Situations we fix

Wherever you're starting from, it's fixable.

  • Behind on filing
  • Books months behind
  • Shoebox receipts
  • Switching accountants
  • Outgrew DIY tax software
  • Hiring your first employee
  • Growing fast
  • Cash flow is tight
  • Starting payroll
  • Selling or closing a business
  • Need clean numbers for a loan
  • Just want it off your plate
Industries we know well

Specialized help for your industry.

Don't see yourself on the list?

Chances are we can still help. Tell us about your situation.

Book a free consultation →

Let's get your numbers right.

Free consultation by phone or video. No obligation.

Book my free consultation →

or call (541) 213-0980