Every credit you qualify for. Filed right, the first time.
Whether you're filing a personal return or a business return in multiple states, our in-house team prepares it accurately, explains it in plain English, and plans ahead so next year is easier than this one.
What's Included
- Individual tax returns (Form 1040), including multi-state filings
- Business returns for Sole Props, LLCs, S-Corps, C-Corps, and Partnerships
- Prior-year and amended return filing
- ITIN applications (Form W-7) through our in-house Certifying Acceptance Agent
- Year-round tax planning and estimated payments
- IRS Authorized E-File for fast, secure submission
Tax preparation from a team that's still there in August
Not just a seasonal filing service — a year-round partner who already knows your situation.
In-house Certifying Acceptance Agent
If you need an ITIN instead of a Social Security Number, we certify your identity documents ourselves — no mailing your passport to the IRS and waiting months to get it back.
Connected to everything else we do for you
The same team that forms your business, keeps your books, and runs your payroll also files your taxes — so nothing gets lost in translation between separate vendors.
Available beyond tax season
Tax planning doesn't stop on April 16th. We're available year-round for estimated payments, life changes, and planning ahead — not just during filing season.
A transparent quote before we file anything
You'll know exactly what you're paying before we start, and exactly what you owe or are owed once we finish. No surprises either direction.
Need an ITIN instead of an SSN? We handle it in-house.
If you or a family member isn't eligible for a Social Security Number but needs to file a U.S. tax return — a nonresident spouse, a dependent, or someone new to the country — you'll need an Individual Taxpayer Identification Number (ITIN). Normally, that means mailing original documents like your passport to the IRS and waiting weeks or months to get them back.
As an IRS-authorized Certifying Acceptance Agent, we can verify your identity documents in person, certify the copies ourselves, and submit your ITIN application directly to the IRS with a Certificate of Accuracy attached. Your passport never leaves your hands.
From first call to filed and finished
Free Consultation
Tell us what's going on. A real advisor reviews your situation within one business day.
Custom Plan & Quote
We recommend the right services and give you a transparent price before any work begins.
Secure Onboarding
Upload documents through our secure client portal — no scattered email threads.
Ongoing Support
Your dedicated team files, tracks, and advises year-round — not just at tax time.
Frequently asked questions
Yes. If you lived, worked, or ran a business in more than one state during the year, we'll prepare every return you need to file.
As an IRS Certifying Acceptance Agent, we can process your ITIN application in-house — see the section above for how that works.
Yes, we regularly prepare prior-year and amended returns for clients who've fallen behind or need to correct a past filing.
We stand behind the returns we prepare and can represent you if the IRS or a state agency has questions — see our Tax Resolution service for full audit representation.
It depends on your entity type: sole proprietors and single-member LLCs use Schedule C with Form 1040, partnerships and multi-member LLCs file Form 1065, S-Corps file Form 1120-S, and C-Corps file Form 1120. We confirm exactly which forms apply to you during your consultation.
If you expect to owe a meaningful amount after withholding and credits — common for self-employed individuals and business owners — the IRS generally requires quarterly estimated payments to avoid underpayment penalties. We calculate these and remind you of every deadline.
Related services worth a look
Most clients combine two or three of these — here's what tends to go together.
Tax Resolution
Received an IRS or state notice? We negotiate directly with tax authorities to resolve debt, liens, and audits.
Explore Tax Resolution →Business Formation
LLC, S-Corp, or C-Corp — we handle entity selection, incorporation, and registered agent setup from day one.
Explore Business Formation →Accounting
Ongoing financial statements and advisory so you always know exactly where you stand.
Explore Accounting →Bookkeeping
Meticulous financial record-keeping, done for you — so your books stay clean, current, and audit-ready year-round.
Explore Bookkeeping →Let's take this off your plate — for good.
Book a free, no-pressure consultation and get a clear next step within one business day.