US tax and accounting for individuals and small businesses.
The same accounting discipline we bring to clinical trials, applied to your personal and business taxes. Accurate returns, organized books and planning that looks ahead.
What you can expect
- Clear checklist of documents to provide
- Your return reviewed with you before filing
- Plain explanations, no jargon
- Support throughout the year
Choose who you are.
Individual tax returns
Federal and state income tax returns prepared accurately and filed on time.
- Employment and self-employment income
- Deductions and credits reviewed
- Electronic filing
Tax planning
A look ahead at the year so there are fewer surprises when it is time to file.
- Estimated tax payments
- Withholding review
- Life change planning
Prior year and amended returns
Catch up on unfiled years or correct a return that needs to be amended.
- Unfiled return catch-up
- Amended returns
- Help understanding tax notices
Business tax returns
Federal and state business returns for small businesses and their owners.
- Annual business returns
- Owner income coordination
- Filing deadlines managed
Bookkeeping
Monthly books kept so your records are always ready for filing, lenders and decisions.
- Monthly bookkeeping
- Bank reconciliations
- Financial statements
Year round tax planning
Planning through the year, not only at filing season, to keep your business tax efficient.
- Quarterly estimates
- Expense and deduction review
- Year end preparation
From documents to filed return in four steps.
A clear process that keeps you informed at every stage.
Share your details
Tell us about your situation and receive a checklist of the documents we need.
We review
We review your documents and ask any questions before preparation begins.
Prepare and explain
Your return is prepared and walked through with you before anything is filed.
File and follow up
We file your return and remain available for questions afterwards.