Services
Most clients begin with one of two primary filing needs: a personal tax return or an owner-operated business. International reporting, tax notices, and ITIN applications remain separate because they can affect either side.
Primary Filing Services
Related work is grouped under the return it supports, so the service scope is easier to understand and quote.
Individuals & Families
Personal federal and state returns, including students and visa holders, investments, rental property, multi-state income, and amended returns.
Owner-Operated Businesses
Tax returns and supporting records for sole proprietors, LLCs, partnerships, S corporations, and C corporations.
Independent Services
These areas receive separate pages because the work may sit outside a standard income tax return or require a distinct engagement.
Foreign gifts, accounts, assets, companies, and missed international filings.
IRS, FTB, EDD, refund, identity-verification, and amended-return matters.
Form W-7 and identification-document coordination with a Certified Acceptance Agent.
Quick Guide
Not Sure Where to Start?
Choose “Not sure” and provide the tax years, states, and any known deadline. We will identify the right starting service.
