Tax services built on Fundementals

We prepare S-Corporation returns for small businesses with clean books and straightforward ownership structures. This includes:

• Form 1120-S preparation
• Shareholder basis review
• Coordination with owner individual returns

Clients are expected to provide a complete and accurate trial balance or financial summary.

We believe clean financial statements are the foundation of accurate tax returns. When the books are right, everything else falls into place.

We prepare federal and applicable state individual income tax returns for clients with straightforward to moderately complex tax situations. This includes:

• Wage and salary income
• Interest, dividends, and investment income
• Retirement income
• Itemized deductions and credits
• Prior-year carryforwards

Our process emphasizes accuracy, documentation, and clear communication throughout the filing process.

We work with sole proprietors and single-member businesses that want clean, well-supported tax filings. This includes:

• Schedule C income and expense reporting
• Business use of home and vehicle considerations
• Review of client-provided records and summaries
• Clear documentation to support deductions

We do not offer ongoing bookkeeping services, but we are happy to work with organized records or structured worksheets.

We assist rental property owners with proper income reporting and expense classification, including depreciation. This includes:

• Residential rental properties
• Depreciation review and setup
• Prior-year depreciation schedule review (when available)
• Capital improvement considerations

Accurate depreciation matters—not just this year, but when the property is eventually sold.

We are not designed to support high-volume real estate operations.

To maintain quality and turnaround times, we do not currently offer:

• Payroll processing
• Ongoing monthly bookkeeping
• Complex multi-state returns
• High-volume or transactional accounting services

If you’re unsure whether your situation is a fit, the intake process will help clarify next steps.