Our Services

    Steps to use our Tax Preparation Services

  • Choose the appropriate tax questionnaire (see organizers on the right) for your individual or business tax preparation needs and gather all necessary documents.

  • Sign in to our website as a client using the "Client Login" menu link.

  • Read and e-sign our engagement letter to confirm your agreement to use our tax preparation services.

  • Submit the filled-out questionnaire, and all supporting documents through our secure client portal.

  • Our team will review the documents and prepare your tax return, uploading it to the client portal for your review.

  • If you have any questions or concerns, you can schedule an appointment to discuss your tax return, or use the chat feature on the client portal for quick assistance.

  • For the most secure document sharing, we recommend using our client portal to upload scanned copies of paper documents. If you don't have a scanner, you can use your smartphone and the free Adobe Scan app to convert photos into PDF documents that can be uploaded to the portal.

  • With our streamlined process, there's no need to drive to our office. We work efficiently to ensure your tax return is filed accurately and in a timely manner.

Personal Tax Preparation


Maximize tax savings with our specialized individual tax preparation services.


  • 1040, 1040X and 1040NR
  • Dual status
  • Foreign earned income exclusion, Foreign tax credit
  • Tax treaty, FINCEN 114, FATCA, PFIC
  • ITIN

Entity Tax Preparation


Protect your assets beyond a will with our full range of tax and planning services to benefit your beneficiaries.

  • 1041 Estates, Complex and Simple Trusts, Revocable and Irrevocable trusts
  • Generation skipping transfers (Form 706)
  • Gift tax returns (Form 709)
  • Death/Estate taxes

Business Tax Preparation


Stay informed of potential tax savings and ensure accurate tax liabilities with our expertise in the latest federal, state, and local tax legislation.


  • Sole propritorship
  • Limited liability company or partnership
  • Corporation (C or S)
  • Partnership
  • Non-profit orgaization

Other Services


  • Tax Planning
  • Bookkeeping
  • Payroll Services
  • Retirement Tax Planning
  • IRS Resolutions
  • ITIN
  • Registering a new business
  • Incorporation Assistance
  • Non-profit
  • Other business services

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