Services

What you actually need.

The old list had seventeen headings. The work still does. We grouped it the way a first conversation goes — so you can find the door, not a directory.

  1. 01

    Tax

    Personal and business returns, year-round consultation, and the amendments that follow a missed election or a late document. We prepare; we also plan.

    Open
  2. 02

    Business

    Accounting, payroll, QuickBooks, and the attest work a bank or a bonding company will actually accept. Built for owner-operators, not for a public filing.

    Open
  3. 03

    IRS representation

    Audits, notices, liens, levies, wage garnishments, payment plans, and innocent spouse relief. We speak to the Service so you can keep running the rest of your life.

    Open
  4. 04

    Advisory

    Personal financial planning and estate conversations, alongside FR Financial Advisors — a related registered investment adviser founded for clients who wanted the next conversation in the same building.

    Open
  5. 05

    FAR overhead audits

    Architecture and engineering firms that work for public agencies need a FAR-compliant overhead audit. We know the schedule, the unallowables, and the difference between a rate that is right and a rate that is merely hoped for.

    Open

Also on the list

Every service, by name.

Personal tax preparation. Business tax preparation. Tax consultation. Personal financial planning. Estate planning. Small business accounting. Payroll tax processing. IRS audit representation. IRS notices, liens, levies, and wage garnishment. Amended tax return filings. IRS payment plans. Innocent spouse relief. QuickBooks setup, install, and training. Review engagements. Compilation engagements. FR Financial Advisors. FAR overhead audits for architecture and engineering firms.

If you do not see the sentence that matches the letter in your hand, write anyway. The work is usually in the room even when the heading is not.