Services
What we prepare, and what we do not.
Every engagement starts with an agreed fee and ends with your review and approval. If your situation is outside what we handle, we will tell you up front.
Individual returns
Federal and state returns for employees, retirees and families: itemized deductions, education and childcare credits, investment income.
Best for: W-2 earners, retirees, families
Self-employed & sole proprietors
Schedule C, home office, vehicle and equipment, and quarterly estimated payments so April is not a shock.
Best for: freelancers, contractors, gig work
Small business returns
Partnerships and S corporations, including the owners’ individual returns that go with them.
[Confirm the entity types offered]
Multi-state filing
Moved during the year, or earned in more than one state. We work out which state is owed what.
States: [States served]
Amended returns
Something was missed or a corrected form arrived late. We prepare the correction and explain what changes.
Notice help
A letter arrived. We explain what it means and help you respond for returns we prepared.
[Confirm the representation scope]
What we do not offer
Being clear about this protects you as much as us. [List services outside scope, for example legal advice, bookkeeping, payroll]. If you need one of these, we can suggest where to look.