Tax • Accounting • Representation • Planning

Services

We concentrate on tax and accounting services for individuals and small to medium sized businesses.

Tax Resolution & Preparation

Individual and business returns with documentation and accuracy.

W-2, 1099, self-employment
Small business, LLC, S-Corp support
Prior-year clean-up & amendments
Quarterly estimates and planning

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Accounting Services

Bookkeeping and reporting that stays clean and decision-ready.

Reconciliations & categorization
Monthly statements
Payroll support
Year-end prep for filing

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IRS Representation

Help with notices, audits, and resolution planning.

IRS letters and responses
Audit support and documentation
Payment plan guidance
Collections and compliance support

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Tax Planning

Reduce surprises with practical planning and proactive decisions.

Withholding & estimate strategy
Business structure considerations
Deduction readiness
Year-round check-ins

JK Tax Research Assistant