Taxes are our main jam, but they can overlap with other things. We are here to help you with related questions and needs. Here are a few of the other services we offer:

Ongoing Support:
  • Monthly Bookkeeping 
  • Yearly S-Corp Management 
  • We can issue 1099-NEC forms for your contractors in January

One-Time Consultation Topics: 
  • Second opinion on another firm's or individual’s work or advice
  • Amendments of previously filed taxes (even if someone else did them)
  • How to reply to a letter from the IRS or your state
  • Determining how much to pay for Estimated Quarterly Tax Payments
  • Help filling out W4s forms
  • Advising on payroll options for you and your business
  • Exploring whether an LLC or S-Corp is a good fit for you
  • General tax planning or guidance on how to improve your overall tax situation 
  • Information sessions for new freelancers or people who want to learn useful concepts for self-employment work
  • How to max out your IRA contributions and other retirement questions
  • Tax implications of coming to/leaving the US
Free Resources: 

To set up a consultation or ask about something not listed here, email us at!