Traditional Personal Filings

With over 40 combined years of experience in taxation, we have the expertise to put you in the best position within a complicated tax environment.  We're up to speed on the latest tax laws, and can identify the deductions and credits you deserve.  From simple to complex tax situations, we’ve got you covered. 

 Personal Filings with Stock Equity

We specialize in filings for clients with stock equity compensation benefits, including Restricted Stock Units (RSUs),  Incentive Stock Options (ISOs), Nonstatutory Stock Options (NSOs), and Employee Stock Purchase Plans (ESPPs).  Get CPA advice year-round on tax optimization strategies for your awards.

Small Business Owner Filings

Our tax team is well-versed in small business taxes to help your business maximize deductions, and take advantage of the 20% Qualified Business Income (QBI) deduction.  We can partner with you on a tax strategy to help you minimize your tax liability so that your business can retain more profit and grow. 
Whether you have an individual return, a small businesses, or both, we can help you.  
 We invite you to contact us to learn how we can simplify your taxes.