The six services that decide whether your tax bill keeps going up. Or finally stops.
Most firms do tax returns and call it a day. That's the part where the bill is already set. The bill gets decided three steps earlier — in the entity structure, in the bookkeeping cadence, in the cost-seg work nobody ran, in the S-corp election that never got filed. We do all six. Pick one or pick all of them — they get better when they live together in one portal.
Six services. Two things we don't do.
High-volume retail tax prep
We don't compete with H&R Block or TurboTax. Simple W-2 returns under $750 aren't economical for our model. If that's you, the IRS Free File partners or a local volunteer site are honest answers.
Audit defense as a standalone service
Audit defense is folded into Advisory retainers for existing clients. If you're not a client and you're in an active audit, we'll point you to a representation specialist who handles that as their primary work.
Each one is a real engagement with a real deliverable. None of them is a sales pitch.
Click any service to see the full breakdown — what's included, who it's for, what it costs, what the timeline looks like. The Discovery call is where we figure out which ones fit your situation.
Tax Planning + Advisory
Year-ahead strategy, S-corp elections, quarterly estimates, retirement vehicle stacking, equity comp planning, and the ongoing advisory cadence that keeps it all on track. The thinking part of the firm.
Tax Returns (W-2, business, multi-state)
Federal and state returns done right the first time. Two-preparer review on every return. Multi-state allocation handled cleanly. We file extensions free for any client mid-engagement so April never forces a rush.
Bookkeeping (Kick + ETS-as-bookkeeper)
Two paths: Kick.co self-serve at $75/hr (you own the books, we support) or ETS-as-bookkeeper from $300/mo (we own the books, you focus on the business). Both feed cleanly into your tax return.
Business Formation + S-corp election
LLC formation, EIN, operating agreement, and the S-corp election when it's the right move. Not just paperwork — we model the election against your numbers before you sign, so the structure works the day it's filed.
Cost Segregation (real estate)
Accelerated depreciation on the components of your property. One study typically generates $15K–$40K of paper losses in year one, offsettable against passive or W-2 income (with the right strategy). Engineering-grade studies, partner-supported on the larger properties.
Crypto Bookkeeping
Crypto transactions reconciled across exchanges and wallets, cost basis tracked, ordinary vs capital treatment classified, Form 8949 prepared clean. The only crypto service we kept — because the books are the bottleneck, not the tax position.
The full-service bundle. One firm. One portal. One bill.
Most of our retainers cover Advisory + Tax Returns + Bookkeeping together. The work is better when it's coordinated — your books feed your return, your return informs your strategy, your strategy drives next quarter's books. Pick one service to start, add others as it makes sense.
The retainer pricing reflects the bundle. Standalone services are priced on the service detail pages. The Discovery call is where we map the right combination.
One 15-minute call. We figure out which services fit.
The Discovery call is shorter than reading half this page. We ask the right questions, you tell us your situation, we tell you which one or two or three of these services matter for you. The rest waits until they do.
Book the 15-min Discovery →