Comprehensive
tax expertise.
Personal
attention.

OUR SERVICES

Comprehensive expertise. Personalized guidance.

From tax preparation to strategic advisory, we provide the expertise and support you need year-round.

Individual
Tax Business
Tax Trusts &
Estates Retirement
Plans Business
Advisory IRS & State
Representation QuickBooks
Support

TAX PREPARATION — AND PLANNING

Returns, planned before they’re filed.

INDIVIDUAL
TAX

Returns for individuals and families, built on a plan for the year rather than a look back at it.

• Federal and state tax returns
• Multi-state returns
• Withholding & estimates planning
• Retirement & Roth modeling

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INDIVIDUAL
TAX

Let’s plan your year before it’s filed, not after.

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BUSINESS
TAX

Returns and planning for owner-run businesses, coordinated with the owners’ personal returns.

• S corp, partnership & C corp returns
• Owner compensation planning
• Entity structure review
• State business filings

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BUSINESS
TAX

One plan for your business and personal returns.

OR CALL 757-296-1041Get started →

TRUSTS &
ESTATES

Fiduciary and estate filings handled carefully, in step with your attorney and family.

• Trust & estate income tax returns
• Estate & gift tax returns
• Coordination with your attorney
• Gifting & transfer planning

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TRUSTS &
ESTATES

Careful filings, coordinated with your attorney and family.

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ADVISORY — AND SPECIALTY SERVICES

For the moments that need more.

These sit outside the plans and are scoped with you, whether or not you’re a planning client.

RETIREMENT PLAN
DESIGN &
ADMINISTRATION

Our in-house QKA, Vanessa Sharp, helps businesses design retirement plans tailored to their needs and provides ongoing plan administration.

• SEP, SIMPLE & 401(k) plan selection
• Contribution planning
• Ongoing plan administration

RETIREMENT PLAN
DESIGN &
ADMINISTRATION

Design the right plan for your business, with ongoing administration from our in-house QKA.

OR CALL 757-296-1041Get started →

BUSINESS
ADVISORY

Big business decisions modeled before they happen, not explained after.

• Business sales & transactions
• Succession planning
• Cash flow & tax projections

BUSINESS
ADVISORY

Model the big decision before you make it.

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IRS & STATE
REPRESENTATION

When a notice arrives, we deal with the IRS and state tax agencies on your behalf.

• Notice & letter responses
• Audits & examinations
• Payment plans & penalty relief requests

IRS & STATE
REPRESENTATION

Got a notice? Let us handle it for you.

OR CALL 757-296-1041Get help →

QUICKBOOKS
SUPPORT

Books set up to match how your return is built, so year-end is simple.

• Setup & cleanup
• Chart of accounts review
• Training for you and your team

QUICKBOOKS
SUPPORT

Clean books that make year-end simple.

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Not sure where to start? A planning consultation is the first step for every new client.
SCHEDULE A CONSULTATION →