We provide tax preparation, tax strategy, and advisory services for individuals, families, and investors. Led by a US Army Veteran with more than 10 years of experience.

Our Services Include

Individual & Family Tax Preparation & Strategy

• Personal & Family Tax Return Preparation — Accurate filing of federal and state returns for individuals and families, including all applicable schedules
• W-2 Employee Tax Services — Maximizing deductions and credits for salaried professionals
• Family Tax Credit Optimization — Maximizing Child Tax Credit, Child and Dependent Care Credit, education credits
• Self-Employment Tax Filing — Schedule C and Schedule SE preparation for freelancers and independent contractors
• Multi-State Tax Returns — Filing support for individuals with income or residency in multiple states
• Year-Round Tax Strategy Consultations — Proactive planning to minimize tax liability
• Life Event Tax Strategy — Tax guidance for marriage, divorce, home purchase, new baby, college planning, job changes
• Estimated Tax Planning — Calculating quarterly payments to avoid underpayment penalties
• Deduction & Credit Maximization — Identifying every legal deduction and credit you qualify for
• Income Timing Strategies — Planning timing of income and deductions to minimize taxes

Social Media Influencer & Content Creator Services

• Content Creator Tax Preparation — Schedule C preparation for YouTubers, Instagram influencers, TikTok creators, podcasters, streamers
• Self-Employment Tax Strategy — Planning to minimize self-employment taxes through entity structuring
• Brand Deal & Sponsorship Income Reporting — Proper reporting of sponsorships, affiliate marketing, and brand partnerships
• Platform Income Reporting — Tax compliance for income from YouTube AdSense, TikTok Creator Fund, Twitch, Patreon, Substack
• Home Office Deduction — Maximizing deductions for dedicated workspace used for content creation
• Equipment & Home Office Deductions — Maximizing creator-specific deductions for cameras, lighting, computers, editing software
• Travel & Entertainment Deductions — Identifying deductible expenses for content-related travel and events
• Gifted Products & PR Packages — Proper tax treatment of products received for reviews or promotion
• Entity Structure Optimization — Guidance on operating as sole proprietor, LLC, or S-Corp
• Quarterly Estimated Tax Planning — Managing quarterly payments on variable creator income

RSU, Stock Options & Equity Compensation Services

• Restricted Stock Units (RSUs) — Tax planning for vesting events and timing strategies to manage tax liability
• Incentive Stock Options (ISOs) — AMT analysis, qualifying disposition planning, and optimal exercise timing
• Non-Qualified Stock Options (NSOs) — Tax reporting for exercises and sales, including withholding optimization
• Employee Stock Purchase Plans (ESPP) — Proper reporting of ESPP transactions and tax minimization strategies
• Equity Compensation Tax Projections — Multi-year modeling to forecast tax impact of vesting schedules
• 83(b) Election Guidance — Analysis and filing support for early exercise elections
• Stock Option Exercise Strategy — Determining when and how much to exercise based on your financial situation
• Concentrated Stock Position Strategy — Diversification strategies for employees with significant wealth in company stock
• IPO & Liquidity Event Planning — Tax preparation and strategy for employees approaching IPOs or acquisitions
• Form 3921 & 3922 Reporting — Accurate reporting of ISO exercises and ESPP transactions

Investment & Portfolio Tax Services

• Capital Gains & Losses Reporting — Accurate reporting of stock sales, mutual funds, ETFs, and other investments
• Dividend & Interest Income Reporting — Proper reporting of taxable and tax-exempt investment income
• Cost Basis Optimization — Strategies to minimize capital gains through proper cost basis tracking
• Tax-Loss Harvesting Strategy — Identifying opportunities to offset gains with strategic loss realization
• Cryptocurrency & Digital Asset Taxation — Reporting crypto transactions, staking rewards, and DeFi income
• K-1 Partnership & S-Corp Income — Reporting and planning for pass-through investment income
• Foreign Investment Reporting — FBAR, Form 8938, and PFIC reporting for foreign accounts and investments
• Tax-Efficient Investment Strategy — Guidance on asset location and investment selection to minimize taxes

Real Estate Investor Services

• Rental Property Tax Preparation — Schedule E preparation for residential and commercial rental income
• Depreciation Optimization Strategy — Maximizing depreciation deductions and cost segregation strategies
• 1031 Exchange Planning — Guidance on like-kind exchanges to defer capital gains on property sales
• Real Estate Professional Status — Analysis and documentation to qualify for real estate professional tax benefits
• Passive Activity Loss Strategy — Strategies to optimize use of passive losses against passive income
• Short-Term Rental Taxation — Tax compliance for Airbnb, VRBO, and vacation rental income
• Multi-Property Portfolio Reporting — Consolidated reporting and analysis for investors with multiple properties
• Real Estate Acquisition & Disposition Strategy — Tax planning for buying, holding, and selling properties

High-Net-Worth Individual & Family Services

• Comprehensive Tax Strategy — Coordinated tax strategies across income, investments, equity compensation, business interests
• Alternative Investment Taxation — Tax reporting for hedge funds, private equity, venture capital
• Charitable Giving Strategies — Tax-efficient planning including donor-advised funds, QCDs, and charitable trusts
• Family Office Support — Coordinated financial reporting and tax services for high-net-worth families
• Multi-Generational Tax Planning — Strategies to minimize taxes across generations
• Trust & Estate Tax Preparation — Fiduciary income tax returns (Form 1041) for trusts and estates
• Gift Tax Strategy & Reporting — Strategies to minimize gift tax exposure and Form 709 preparation
• Estate Planning Tax Support — Coordination with estate attorneys on wealth transfer strategies
• International Tax Strategy — Tax optimization for individuals with global income or foreign assets
• Wealth Preservation Planning — Long-term tax strategies to protect and grow family wealth

Retirement Planning Tax Support

• Retirement Account Optimization — Guidance on traditional vs. Roth contributions, conversions, and distributions
• Roth Conversion Strategy — Multi-year projections to determine optimal timing and amounts
• Required Minimum Distribution (RMD) Planning — Calculating and planning for RMDs to minimize tax impact
• Social Security Optimization — Strategies to minimize taxes on Social Security benefits
• Early Retirement Tax Strategy — Tax-efficient withdrawal strategies for early retirees
• Qualified Charitable Distributions (QCDs) — Using IRA distributions to satisfy RMDs while supporting charities

IRS Representation & Resolution

• IRS Audit Representation — Authorized representation before the IRS for examinations and audits
• IRS Notice Response — Assistance interpreting and responding to IRS letters and notices
• Tax Debt Resolution — Guidance on installment agreements, offers in compromise, and penalty abatement
• Unfiled Tax Return Assistance — Help getting caught up on past-due returns
• Innocent Spouse Relief — Assistance for individuals seeking relief from joint tax liability
• State Tax Agency Representation — Representation before state tax authorities

Individuals & Families We Serve

• Young Professionals
• Growing Families
• Social Media Influencers & Content Creators
• Tech Professionals with Equity Compensation
• Freelancers & Gig Workers
• Small Business Owners
• Real Estate Investors
• Stock Market Investors
• Cryptocurrency Investors
• High-Net-Worth Individuals & Families
• Retirees & Pre-Retirees
• Expatriates & Global Citizens
• Military & Veterans