Our Services
Going Beyond the Numbers
Strategic tax and business solutions that build foundations for you, your family, and your community.
Tax Preparation & Planning
Comprehensive tax services designed to optimize your position, minimize liabilities, and maximize returns.
- ✓ Individual & family tax returns
- ✓ Business tax preparation
- ✓ Strategic tax planning
- ✓ IRS representation
Business Consulting
Expert guidance for entrepreneurs and business owners looking to start, scale, or optimize operations.
- ✓ Business structure selection
- ✓ Startup consulting
- ✓ Growth strategies
- ✓ Financial planning
Nonprofit Formation & Compliance
Specialized support for nonprofit founders and leaders to operate effectively and legally.
- ✓ 501(c)(3) formation
- ✓ Tax-exempt applications
- ✓ Compliance requirements
- ✓ Ongoing governance
Charitable Giving Strategies
Integrate giving into your financial plan to benefit your community while optimizing tax advantages.
- ✓ Charitable contribution planning
- ✓ Donor-advised funds
- ✓ Legacy planning
- ✓ Community investment
Ready to Get Started?
Tax season 2026 is here. Let us help you build a solid foundation.
Schedule a Consultation