Strategic tax planning, tailored to you.
Three focused tax solutions — pick the one that matches where you are right now. Every return we file includes $1M Audit Defense from Protection Plus at no extra charge.
W-2 Employee Tax Planning & Filing
Fast, accurate, and refund-maximized — exactly how W-2 filing should feel. Filing as a W-2 employee should be simple, but missed credits and rushed filings cost real money every year.
- Maximum refund — EIC, CTC, education, itemized deductions reviewed line-by-line
- Fast e-file & direct deposit — most refunds in days
- Refund advance available for qualified clients
- Pay-with-refund option — zero out of pocket today
- $1M Audit Defense included
- Year-round support, not just January–April
Who this is for
- Single, MFJ, or head of household
- Multiple W-2s or job changes
- First-time filers or returning clients
- Itemizers, homeowners, students, parents
Self-Employed Tax Filing Solutions
Built for 1099 contractors, freelancers, gig workers, and small business owners. We capture every legitimate deduction and build a quarterly plan so April never sneaks up on you.
- Schedule C done right — income, mileage, home office, depreciation
- Quarterly estimated taxes calculated and tracked
- Self-employment tax planning & S-corp considerations
- Deduction optimization — properly documented and audit-ready
- 1099-NEC & 1099-K from Uber, DoorDash, Etsy, Amazon, eBay
- $1M Audit Defense — extra protection where 1099 returns need it most
Who this is for
- Independent contractors and consultants
- Freelancers, creatives, gig workers
- Real estate agents on commission
- Etsy/Amazon/eBay sellers
- Single-member LLCs and small business owners
Retirement Tax Services
Maximize IRA, Roth, and Social Security strategies — built around the life you've earned. Retirement should feel like a reward, not a tax puzzle.
- Social Security tax optimization & timing
- IRA, Roth, and taxable account withdrawal sequencing
- Required Minimum Distributions (RMDs) — avoid the 25% penalty
- Roth conversion strategy in low-income years
- Medicare IRMAA planning to avoid premium surcharges
- Estate & legacy coordination with your existing plan
Who this is for
- Recent retirees on a fixed income
- Pre-retirees age 55+ planning their exit
- Anyone collecting Social Security
- IRA, 401(k), pension, or annuity holders
- Surviving spouses navigating a new filing status
Ready to get dialed in?
Call first for the fastest response — open Mon–Sat 10 AM–9 PM · Sun 12 PM–6 PM.