Business Tax Services

Strategic tax planning designed to keep more money in your business.

How We Can Help:

• Business Tax Preparation (S-Corps, Partnerships, Schedule C)
• Proactive Tax Guidance & Business Planning
• Cost Segregation & Advanced Depreciation
• Credits & Deductions Optimization
• Modern, Streamlined Digital Experience

Business Tax Preparation & Compliance

Business tax preparation backed by clear guidance and proactive planning, supporting better financial decisions.

Services Include:
• S-Corporation Tax Preparation (1120S)
• Partnership Tax Preparation (1065)
• Schedule C Business Filing (Sole Proprietors & Single-Member LLCs)
• K-1 Reporting & Partner/Shareholder Support
• Multi-State Business Tax Returns
• IRS Notice Response & Resolution for Business Filings

Cost Segregation & Fixed Asset Strategies

Advanced tax strategies that accelerate depreciation, improve cash flow, and help you keep more of what your business earns.

Services Include:
• Cost Segregation Studies
• Depreciation Review & Strategy
• Fixed Asset Categorization & Classification
• Section 179 & Bonus Depreciation Strategies
• Real Estate Professional Rules Guidance

Financial Statements & Accounting Support

Accurate, well-organized financial statements and accounting support that keep your books clean and your lenders confident.

Services Include:
• Financial Statement Preparation (Compilation Services)
• Cleanup & Catch-Up Bookkeeping
• QuickBooks/Accounting Software Advisory
• Periodic Financial Statement Review & Explanation
• Guidance on Recording Complex or Unusual Transactions

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Entity Structure, Planning & Advisory

Strategic tax guidance for business owners, from entity selection to year-round planning, helping you reduce your overall tax burden.

Services Include:
• Entity Selection & Formation Guidance (LLC, S-Corp, Partnership)
• S-Corp Optimization & Reasonable Compensation Planning
• Tax Projections for Major Business Decisions
• Business Income Tax Minimization & QBI Deduction Planning
• Quarterly or Annual Check-Up & Tax Planning Meetings
• QuickBooks Setup & Organization

Credits & Deductions Optimization

Targeted tax strategies tailored to your business to maximize allowable deductions and credits.

Services Include:
• Small Business Tax Credits & Deduction Optimization
• Startup Cost Amortization
• Home Office Deduction Strategy
• Mileage & Auto Deduction Strategy
• Travel, Meals, and Entertainment Deduction Guidance

Modern Digital Client Experience

A streamlined digital portal that saves you time with secure uploads, e-signatures, and easy scheduling, without endless back-and-forth

You’ll Benefit From:
• Secure, SOC 2–Compliant Digital Document Portal
• Fast, Digital E-Signature Filing for Form 8879
• Streamlined Online Workflow With Clear Steps
• Easy Online Scheduling for Consultations & Meetings
• Personalized Review of Your Tax Filings and Strategies

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I will reach out personally to discuss your situation and provide a plan and pricing estimate tailored to your tax & accounting needs.