Find every legitimate opportunity — for this year and the next three.
Preparation done under the direction of an Enrolled Agent, paired with the kind of planning that turns next April's number into a decision you already made.
The returns we prepare.
Individual Returns
Federal and state 1040s including credits, deductions, retirement, education, healthcare, investment, and rental activity.
Small-Business Returns
Schedule C, single-member LLC, partnership (1065), S corporation (1120-S), and C corporation (1120) filings.
Estate, Gift & Trust
Federal estate (706), gift (709), and fiduciary (1041) returns coordinated with your attorney and beneficiaries.
Multistate & Out-of-State
Residency, part-year, and nonresident filings — including moves between California and Florida and remote-work situations.
Payroll & Sales-Tax Reporting
Quarterly and annual filings for small businesses, coordinated with your bookkeeping.
Amended Returns
Reviewing prior-year filings for missed deductions, credits, or errors and filing corrections when warranted.
Decide it now. File it later.
Every engagement includes a planning conversation for the year ahead. Not because every review produces savings — but because knowing the shape of the next return is worth having before December.
- 01Year-end tax positioning for individuals and owners
- 02Estimated-tax strategy after a move, sale, or new business
- 03Entity selection and reasonable-compensation reviews for S-corp owners
- 04Retirement-plan choices (SEP, Solo 401(k), SIMPLE) for small firms
- 05Rental-property depreciation, basis, and passive-loss planning
- 06Multistate residency and domicile planning
- 07Sale-of-home and installment-sale planning
- 08Coordinating tax with life events (marriage, children, inheritance, business sale)
Hot on the Trail of Every Deduction
Let Holmes take a closer look.
Start with a review. We'll examine the return you filed, the situation in front of you, and the opportunities most preparers never open up.