You should bring your most recent tax return, W-2s, 1099s, receipts for deductions, investment statements, and any other income or expense records. Our team will review everything and let you know if additional documentation is needed.

Tax preparation focuses on accurately filing your returns and ensuring compliance with current tax laws. Tax advisory services, on the other hand, provide proactive strategies to help minimize liabilities and plan for future savings.

Accurate bookkeeping keeps your financial records organized, helps monitor cash flow, and ensures you’re ready for tax season. It also provides insights that guide smarter business decisions and long-term growth.

Yes, we assist entrepreneurs in registering their businesses, obtaining the necessary tax IDs, and setting up accounting systems to ensure compliance from day one.

We recommend meeting at least once per quarter if you own a business or have complex finances. Regular check-ins help identify savings opportunities and keep your tax strategy on track throughout the year.

Absolutely. Our experienced team can communicate with the IRS on your behalf, set up payment plans, and develop a resolution strategy to help you get back in good standing.

While software can handle simple returns, a professional accountant provides personalized advice, ensures full compliance, and identifies deductions or credits that software may overlook.

Yes, we serve both individuals and businesses of all sizes. From personal tax filing to corporate accounting, our services are tailored to meet each client’s financial needs.

Generally, the IRS recommends keeping records for at least seven years. However, businesses and individuals with complex transactions may benefit from keeping them longer for future reference.

You can schedule an appointment directly through our website or by calling our office. We offer flexible consultation options to fit your schedule—whether in person, by phone, or virtually.