Trust & estate returns (1041)
Fiduciary income tax returns for trusts and estates. Beneficiary K-1s, year-of-death returns, ongoing trust compliance. Starting at $500.
Get started →From a single return to a full year of strategy. If you’d rather not pick service by service, the three plans bundle the usual combinations.
Federal and state income tax preparation for individuals, families, retirees, and the self-employed — from a straightforward W-2 return to a multi-state situation with rentals and K-1s.
Rental income, investment gains, a side business, retirement distributions, or simply a second set of expert eyes on your return: every one is reviewed and signed by Chris before filing.
Clients in all 50 states. Returns are prepared and delivered through your secure portal — no in-person visit required, though always welcome.
Get started →S-corporations (1120-S), partnerships (1065), C-corporations (1120), and sole proprietors — prepared to find every legitimate deduction while keeping you compliant.
The return is also a planning exercise. Are you in the right entity? Is reasonable compensation set correctly for the S-election? Are you maximizing depreciation? Those questions get answered as part of the engagement, not as an upsell.
Get started →Clean, categorized, reconciled books, closed by the 15th of every month in QuickBooks Online. No surprises at tax time.
Most owners know their bank balance but not their profit. Monthly bookkeeping changes that: a real profit-and-loss statement and balance sheet every month, so you run the business on facts rather than a feeling.
Get started →Year-round strategy, not April compliance: Roth conversion analysis, IRMAA cliff planning, QBI optimization, Social Security timing, retirement income sequencing.
An advisory engagement starts with a planning questionnaire and a hard look at your current and projected tax picture. You get a written strategy memo with specific, actionable recommendations — not general advice.
Get started →A CP2000, a CP14, an audit letter, a state notice: don’t answer it alone. Chris analyzes the notice, writes the response, and represents you before the IRS or the state.
Florida and Mississippi Department of Revenue notices as well as all IRS correspondence. First-time penalty abatement and reasonable-cause requests are included where they apply.
Upload your notice →Fiduciary income tax returns for trusts and estates. Beneficiary K-1s, year-of-death returns, ongoing trust compliance. Starting at $500.
Get started →990 and 990-EZ for tax-exempt organizations. Program narrative, public-disclosure compliance, timely filing. Quoted after a call.
Get started →LLC, S-corporation, C-corporation, or nonprofit: state filing, EIN, S-election, and a post-formation compliance checklist. Operating agreements and bylaws are legal documents — Chris will help you find counsel for those. Formation package $500 plus state filing fees; S-election on its own $250; state tax registrations $300; annual report filing $150 a year. Details →
Get started →Annual W-2 and 1099-NEC preparation for employers and businesses, with contractor-classification review. Billed at $250 an hour. Ongoing payroll, if you want it in-house: $90 a month plus $3 per employee, with year-end W-2 filings.
Get started →Cash-flow modeling, pricing strategy, cost-to-serve analysis, buy/sell decisions. Hourly and project-based. $250/hr.
Get started →Filed, Planned, and Partnered bundle the combinations most clients end up with, billed through your portal.