our services
tax filing
We’ve developed an awesome tax filing experience for our clients.
Our team will manage your business + personal taxes end to end. We’ll let you know what information to provide, make sure we’re maximizing your deductions, and even walk you through the results.
Peace of mind doesn’t end there. Tax services include audit defense, identity theft protection, and access to our team of experts during the year.
how we work
Here’s what tax season looks like working with us:
We’ll kick off in January sending you a list of information to provide (our robots will chase you until you give us everything!)
Our team will prepare your return, which goes through an extensive review process.
You’ll get a digital copy to review, along with a video recap walking you through the results and best practices for next year.
Once your returns are signed we’ll e-file and track them to make sure they’re processed successfully.
Simple and easy. And, if you need more time, we’ll handle your extensions too.
We’re your team, so during the year you can email us in case you need some guidance. If you get letters from tax agencies we’ll help you respond. And in the event you’re audited, you’ll have a team of specialized professionals running point.
call for a quote
Pricing varies based on complexity & type of filing.
18
150+
years serving clients
collective years of experience
$45,000
average 3 year tax savings with our advisory packages
20,000+
tax returns filed
what our clients say
Brooklyn Dog Training
“We’re so grateful to have Brian and his team ”
We are a husband and wife with a small business, and as it has grown we realized the need for a good accountant to keep our books and to help guide us through how to structure our business and other tax-related matters.
It was quite overwhelming to us, and we had a couple less-than-positive experiences with other accountants. Once we found Brian, it was such a weight off our shoulders to know that we were confident in the people doing our accounting and bookkeeping.