Tax services

Four kinds of tax trouble. One office for all of them.

A return to prepare, an audit to answer, years that never got filed, a letter you'd rather not open — they usually belong to the same story, so they stay in the same file.

Start a conversation Tax Intake form

Who we prepare for

Two kinds of filers. Different paperwork.

Most returns go wrong on the records, not the arithmetic. So the first thing we settle is which of these you are, and we build the file from there.

Individuals tax

Individuals & families

One return that reflects the whole year — wages, tips, investments, retirement draws, anything that came in — not just the last payslip you found.

Filing status checked first, because it changes every number that follows
W-2s, 1099s and statements matched against what the IRS already has on file
Dependents claimed with the paperwork each one actually needs
This year's return compared with last year's, so a big change gets explained

Business and self-employed

Business & self-employed

Sole traders, single-member LLCs, rentals and small companies. The business side and the personal side get reconciled so nothing falls between them.

Schedule C and business returns prepared from your own records, not estimates
Quarterly payments worked out so next April is not a surprise
Startup costs, home office, vehicle and equipment handled the way the rules require
Separate business records set up where everything is currently in one pile

Credits & deductions we check

The four most commonly left on the table.

None of these are automatic. Each one has its own test, and each one needs the right records to survive a question later.

Standard mileage deduction

If you use your own car, truck or van for work, you can usually choose between a set rate per mile or your actual running costs. We work out which one is larger before anything is filed.

The rate used is the published figure for the year being filed
Business miles count; driving from home to a regular workplace does not
A simple log — date, destination, purpose, miles — is enough to support the claim
The first year can lock a vehicle into a method, so that one is decided carefully

Child tax credit

A credit for each qualifying child you support. It reduces the tax you owe directly, and part of it can still come back as a refund when the tax owed is small.

Generally a child under 19 at year end, or under 24 if a full-time student
A valid Social Security number and living with you more than half the year
The credit tapers as income rises — we check where you land
Shared custody and who claims which child settled before the return is prepared

Earned income credit

A refundable credit for people who work and earn below a set limit. It is the credit most often missed, including by people without children.

You need earned income from work or self-employment, and a filed return
Investment income above a modest threshold can rule it out
Missed it? You generally have three years to claim it back
We test it every year rather than assuming it does not apply to you

Clean energy and vehicle credits

Clean energy & vehicle credits

Federal credits for making a home more efficient and for buying or leasing qualifying electric and plug-in vehicles. Most of these need more than a receipt.

Solar, heat pumps, water heaters, insulation and windows each carry their own rules
Vehicle credits depend on the model, the dealer, and your income
Some can be transferred to the dealer and taken off the price at the point of sale
We tell you what to keep before you buy, because the paperwork goes with the return

Rates, income limits and eligibility rules change from year to year. Nothing here is a promise that you qualify — every item on this page is checked against your actual return before anything is filed.

Tax preparation

Returns prepared properly, then explained.

The point of a return is not the form — it is knowing the numbers are right and why. We prepare it, check it, and sit with you until every line makes sense.

Personal returns for individuals and families, checked line by line
Business returns and bookkeeping for sole traders and small companies
Deductions and credits reviewed before anything is signed
The finished return walked through with you, in plain language

Audits

An audit is a question, not a verdict.

Most audits ask for proof of specific lines on a specific return. We work out exactly what is being asked, gather the records that answer it, and handle the back-and-forth.

The letter read first — what is actually being asked, and by when
Records gathered and organised to answer it
The response drafted, sent, and tracked until it closes
You told what to expect at each stage, before it happens

Unfiled years

The years that got away, brought up to date.

Unfiled returns feel bigger every year they sit. In practice they come down to a list: which years, which documents, what is owed. We build that list and work through it with you.

Missing years listed and reconstructed from what you have
Wage and income records pulled where documents are gone
What you actually owe worked out — penalties and interest shown
Payment options laid out plainly before anything is agreed

IRS letters

A letter you understand is a letter you can answer.

IRS letters are written to be read by computers and answered by deadline. We translate yours into plain language, find the date that matters, and write the response.

Any IRS or state letter explained before you react to it
Reply deadlines found and raised with you early
The response written and followed up
Copies of everything kept in your file

Get in touch

Tell us which of these sounds like you.

A few sentences is enough — we read every message and reply personally, usually within one business day.

Use the message form Not sure what paperwork you'll need? Get a personalised document checklist first.