SERVICES

We provide accounting and tax advisory services for individuals and closely held businesses, including:

Monthly, quarterly or annual accounting assistance for closely held businesses

Federal and state income tax filings

Quarterly or annual federal and state income tax planning and consultation

OUR CLIENTS

We work best with clients who are ready to move beyond pushing paper, dropping documents into a black box, and simply hoping for the best. We value your time—and ours. That’s why we partner with clients who embrace technology-enabled processes, allowing us to do our best work through ongoing dialogue and open, timely sharing of information. This collaborative approach ensures thoughtful, proactive accounting and tax support, rather than a last-minute document dump onto our (digital) desk.

CLIENT RESOURCES

FAQs for submitting tax documentation:

  • Please use Intuit Link or a direct electronic file sharing folder that we provide to you.  Your tax documentation contains valuable personal information, so please avoid sending documents via email.

  • Electronic PDF or spreadsheet (Excel, Google Sheets) files only.  Quality PDF's make your return preparation more efficient (more cost-effective) and ensure the accuracy of your return so please check the quality of your uploaded documents and avoid sending photos.

  • Upload your information to Intuit LINK as you receive it.  When you have uploaded all your documents, completed the LINK Tax Organizer Questions, and signed our Engagement Letter, please check the ‘I think I’m Done’ button at the end of your organizer to tell us that your information is ready. 

  • Upload files separately and clearly label them.  We suggest including:

    • Document type (e.g. W-2, 1099-Consolidated/Composite, 1099-NEC, 1099-DIV, 1098-Mortgage Interest, etc.), and

    • Name of institution (e.g. your employer's name, name of bank + last 4 digits of the account number, etc.)

    • Where applicable, match the uploaded document to the correct request item 

    • Avoid uploading the same document more than once

    • Use our templates (below) to submit Schedule C, Schedule E - rental, or Home Office information

      1. Sch C Template

      2. Sch E Template

      3. Home Office/Business Use of Home template