Individual Tax Filing
Fast, accurate e‑filing with year‑round support. We maximize credits and deductions while keeping you compliant.
- 1040 preparation and e‑file
- W‑2/1099 income, credits & deductions
- IRS transcript review & notice help
Services
Everything you need for a smooth tax season and clean books — plus a professional LMS training suite for tax pros.
Business Tax Setup
From entity selection to EIN and state registration, we set your business up cleanly so tax season is smooth.
- LLC/Corp selection guidance
- EIN + state registrations
- Bookkeeping & payroll readiness
Bookkeeping
Clear, monthly books you can trust. Close your month with confidence and make tax time effortless.
- Monthly categorization & reconciliations
- Financial statements (P&L, Balance Sheet)
- Receipt hub & year‑end package
Amendments (1040‑X)
Need to fix a past return? We correct errors, add missed forms/credits, and manage the IRS paper trail.
- Return review & diagnosis
- Prepare & file Form 1040‑X
- Notices & follow‑through support
LMS for Tax Pros
Level up your tax practice with step-by-step courses, client workflows, compliance checklists, and templates — built by practitioners.
- Onboarding & discovery call scripts
- Tax prep SOPs & quality-control checklists
- Client portals, engagement letters & templates