Real people, real businesses — with the situations tax software wasn't built for.
We serve individuals and small-business owners across the country. Below is the work we do most often. If your situation isn't listed, ask — we'll be honest about whether we're the right fit.
Individuals & families
Federal and state returns for W-2 households, families with credits and education expenses, and retirees managing Social Security, pension, and retirement-account income.
Self-employed & 1099 professionals
Schedule C filers, consultants, and freelancers — including estimated-tax planning and self-employment tax.
Small-business owners
Single-member LLCs, partnerships (1065), S-corporations (1120-S), and C-corporations (1120) — filings paired with year-round bookkeeping.
Rental-property owners
Depreciation, basis tracking, passive-loss rules, and multistate reporting for one property or a small portfolio.
Multistate & relocated taxpayers
Residency, domicile, and part-year filings — including moves between California and Florida.
Taxpayers with IRS problems
Notices, audits, back taxes, unfiled returns, wage garnishments, liens, and Offers in Compromise.
Additional client niches (including military and veteran taxation) will be added only after the firm confirms directly-relevant experience.
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.