
Filing precision. Year-round strategy.
From a single 1040 to multi-entity 1120S returns and 990 filings, our CPAs deliver accurate, on-time tax preparation paired with proactive planning that lowers what you owe — legally and with confidence.
Everything your organization needs, under one engagement.
- Small business tax returns — Forms 1065, 1120, 1120S
- Individual and business-owner returns — 1040 with Schedule C, E, K-1
- Nonprofit tax returns — 990, 990-EZ, 990-PF and required schedules
- Foreign income reporting, FBAR (FinCEN 114), and FATCA Form 8938
- Multi-state nexus analysis and state income tax filings
- Quarterly estimated tax planning for owners and high earners
- IRS and state notice response and representation
- Year-round tax planning aligned with business decisions
A clear, collaborative engagement — start to finish.
Intake
Secure document upload and a kickoff call to map your situation.
Prepare
A CPA prepares your return; a second reviewer signs off.
Review
We walk you through the return and answer every question before filing.
Plan
Mid-year planning session to lower next year's bill.
Questions, answered.
Don't see what you're looking for? Reach out and we'll respond within one business day.
Can you file in any US state?+
Yes. We're licensed in Virginia and prepare federal and multi-state returns nationwide.
I live abroad — can you handle my US return?+
Yes. We routinely prepare expat returns including FEIE (Form 2555), Foreign Tax Credit, FBAR, and Form 8938.
How early should I start?+
Earlier is always better. Most clients engage by late January for individual returns and right after fiscal year-end for entities. We accept new engagements year-round, including extensions.
Do you also handle bookkeeping so the return is clean?+
Yes. Combining accounting and tax under one firm typically lowers total cost and removes the year-end scramble.
