Tax services
When the books are clean,
taxes get ready.
Filing, planning, and resolution — without the scramble. The bookkeeping arm built for people who hate bookkeeping also files the return that follows it, walks in on the IRS when a balance or notice needs handling, and gets walk-in clients current before the next year recreates the same problem.
Practice areas
Four tracks. One engagement letter before any work.
The bookkeeping retainer is the headline — but tax work often moves into the same file once the books are current. These four tracks cover the cases that show up most often: an unfiled return, a balance due, a notice, or a planning question that needs a forward number rather than a backward fix.
Track 01
Return preparation
Current and catch-up returns for individual filers, multi-member LLCs, and 1099-heavy schedules — prepared by credentialed staff (CPA/EA/equivalent). Prior-year filings unblock the file when life got in the way.
Included for retainer clients — same file, same staff.
Track 02
Tax planning
Forward-looking strategy for self-employed owners: entity structure, entity elections, estimated-tax cadence, and retirement contributions aligned to cash flow so the year-end balance due is small and expected.
Bundled into the monthly retainer after the books are clean.
Track 03
Fresh Start & IRS representation
Penalty abatement, Offers in Compromise, installment agreements, lien and levy release, and unfiled-return resolution. The same firm handles the books to keep the next year from recreating the same problem.
For clients carrying a balance — or a notice — when they walk in.
Track 04
Catch-up & state coordination
Prior-year returns, IRS and state notices, multi-state filings, and K-1 reconciliation. Coordinated with the books so the catch-up does not have to be done twice when the next month begins.
Fixed-scope engagement before a monthly retainer can begin.
Why this lands here
Tax is a logical next step, once the books are clean.
The retainer closes the books by the 10th. The next thing to land in the same file is the return — prepared, planned, or represented by the same staff, with numbers that already reconcile.
Retainer → return
Filing is included for retainer clients. Same firm, same staff, no re-entry.
Tax → retainer
Existing tax clients step into the bookkeeping retainer with priority onboarding: the file gets one owner before month one.
Walk-in → catch-up
Walk-ins with a balance due, a notice, or an unfiled return get a fixed-scope catch-up first — then the books-to-returns handoff keeps the next year from recreating the same problem.
Start here
Tell us whether the books or the return is the bigger hole.
The fit-check is the front door for both. If only the return is in play, drop a sentence in the tax-inquiry form and we'll route the right engagement — retainer, planning, or representation.
Tax inquiry
60 seconds, one business day
Name, email, and a sentence (entity, balance/notice, or prior-year catch-up). We reply with the right engagement — or, if we are not the right fit, who is.