Services
Tax planning
The core engagement: a written, prioritized plan — entity structure, retirement design, depreciation strategy, family payroll, timing — with estimated savings per strategy and a clear division of who does what. Flat-fee, quoted after your free consultation.
Tax preparation
Individual and business returns (1040, 1120-S, 1065), multi-state filings, and the clean execution of everything the plan set up. Planning clients never meet April unprepared.
Monthly accounting & payroll
Books kept current, owner payroll run correctly (reasonable salary, health insurance through the W-2, accountable-plan reimbursements), quarterly estimates computed and reminded — the operational layer that makes the strategies real.
Second opinions
Been pitched an oil & gas deal, a captive, a donation structure? Bring the documents. One session of independent review is cheap insurance — our pitch reviews show you how we think.