Office desk with computer keyboard, notebook with a yellow pen, glasses, and a container with pencils and pens

Services Designed for Ongoing Planning

Tax strategy is most effective when it is proactive

Our services are structured to support clients throughout the year, helping them understand the tax impact of financial decisions before they are made. From tax projections and estimated payments to comprehensive tax filing, we focus on aligning tax outcomes with long-term financial goals.

Open planner with December 2019 monthly calendar page and a rose gold pen resting on it

Year-Round Tax Planning & Advisory

This is the foundation of our firm. 

We partner with clients throughout the year to proactively manage tax exposure and support informed financial decisions. Services may include:

  • Annual and mid-year tax projections

  • Quarterly estimated tax planning

  • Stock compensation and investment income analysis

  • Cash-flow and withholding optimization

  • Planning around major life or business events

This service is ideal for clients seeking clarity, predictability, and strategic guidance—not just compliance.

A desk with a black surface, a cup of black coffee, a calculator, a pen, a yellow sticky note, an envelope, and a printed tax document titled 'Tax Withholding and Estimated Tax' for 2019.

Tax Preparation & Filing

Comprehensive and accurate preparation of federal and state tax returns for individuals and businesses, including:

  • Individual and joint returns

  • Small business and pass-through entities

  • Multi-state filings

  • Investment, rental, and stock compensation reporting

Tax preparation is performed within the broader context of planning, ensuring filings align with long-term strategy.

A printed tax form titled 'Tax Withholding and Estimated' with a silver pen on a white notepad, and a black coffee mug on a dark surface.

IRS & State Representation

Professional assistance with tax notices and correspondence, including:

  • IRS and state tax notices

  • Resolution of discrepancies and penalties

Clients benefit from having a knowledgeable advocate manage communications and resolution efficiently.

Two women in polka dot shirts sit at a desk with paperwork, one writing in a notebook and the other pointing to documents.

A Year-Round Advisory Relationship

For clients who require continued access to guidance beyond tax season:

  • Advisory consultations throughout the year

  • Coordination with financial advisors and other professionals

  • Strategic review of financial and tax-related decisions as they arise

This service supports clients who value access, responsiveness, and continuity.