Tax Planning
Quarterly conversations while decisions can still change the outcome: entity
structure, timing, compensation, and the moves that only work before year end.
- Entity selection & reasonable compensation
- Quarterly projections & safe harbors
- Depreciation & fixed-asset strategy
Tax Preparation
Federal, state, and local returns for individuals, partnerships, S corporations,
and C corporations, all reviewed by a partner, filed on time, and explained in English.
- Forms 1040, 1065, 1120-S & 1120
- Rental & passive activity reporting
- Owner and entity returns read together
Bookkeeping
Monthly close, reconciled accounts, and a report you can act on, kept by the
same firm that will eventually put those numbers on a return.
- Monthly close & reconciliation
- QuickBooks Online setup & cleanup
- Sales tax oversight & payroll referrals
Cost Segregation
Detailed studies that reclassify building components into shorter recovery
periods.
- New purchases, builds & renovations
- Retroactive studies without amending
- Audit-ready documentation
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