YOUR TAX JOURNEY STARTS HERE.
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Whether you're an individual taxpayer, 1099 professional, gig worker, or small-business owner, we're here to help you navigate the tax process with clarity and confidence.
Before getting started, take a moment to choose the option that best describes your needs.
INDIVIDUAL TAXPAYER
INDIVIDUAL TAXPAYER
Personal Tax Preparation
For individuals and families who need assistance preparing their personal tax return.
This may include taxpayers with:
W-2 income
Retirement income
Investment income
Dependents
Education-related tax documents
Other personal income or deductions
SELF-EMPLOYED / 1099
SELF-EMPLOYED / 1099
Self-Employed & 1099 Tax Preparation
Self-Employed & 1099 Tax Preparation
Did you earn income outside of a traditional W-2 job? Whether you're a gig worker, freelancer, independent contractor, or small-business owner, we can help you navigate the tax side of your income.
We work with taxpayers who earn income through:
Gig work
Freelancing
Independent contracting
Rideshare & delivery
1099-NEC
1099-K
1099-MISC
Other self-employment activities
SMALL BUSINESS
SMALL BUSINESS
Small Business Tax Services
Small Business Tax Services
For entrepreneurs and small-business owners who need help navigating their business tax responsibilities.
Services may include tax preparation for eligible:
Schedule C filers
Sole proprietors
Single-member LLCs
Other qualifying small-business situations
NOT SURE WHICH OPTION IS RIGHT FOR YOU?
NOT SURE WHICH OPTION IS RIGHT FOR YOU?
That's okay. Every tax situation is different. We're here to help you find the right starting point.
READY TO BEGIN?
READY TO BEGIN?
Take the first step toward getting your taxes handled with confidence.
Complete your client intake to get started.
BEFORE YOU GET STARTED
A little preparation can make your tax experience smoother. Have the following information and documents available before beginning your intake.
📄 INCOME DOCUMENTS
📄 INCOME DOCUMENTS
W-2s
1099s
Retirement income
Investment income
Other income documents
💰 DEDUCTIONS & EXPENSES
💰 DEDUCTIONS & EXPENSES
Business expenses
Childcare expenses
Education expenses
Mortgage interest
Charitable contributions
Other applicable deductions
🧾 BUSINESS INFORMATION
🧾 BUSINESS INFORMATION
Business income
Business expenses
Mileage
Payment records
Contractor information
Other business records
Don't have everything yet?
That's okay.
Start your intake and we'll help you
determine what information is needed for your tax situation.
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