Tax, accounting and advisory for [City, ST] businesses and families
[Firm Name] is a licensed CPA practice serving individuals, partnerships, S corporations and small businesses across [City] and [State].
You work with the same person from the first call through the filed return — not a different name every season.
Why clients stay
One named point of contact
Your questions go to the person who prepared your return, not to a queue. Calls are returned within [one business day].
Planning before the deadline, not after
We look at estimated payments, entity structure and timing during the year, while decisions can still change the outcome.
Licensed and accountable
[Firm Name] holds License No. [00000] with the [State] Board of Accountancy and practices before the IRS under Treasury Circular 230.
Clear scope, agreed in writing
Every engagement starts with an engagement letter that says what is included, what is not, and what it costs.
What we do
Individual tax returns
Form 1040 and the accompanying schedules, including rental property, self-employment income, investment gains and multi-state situations.
Business tax returns
Partnership (Form 1065), S corporation (Form 1120-S) and C corporation (Form 1120) returns, with Schedule K-1s issued to owners.
Bookkeeping and close
Monthly or quarterly bookkeeping, bank and credit card reconciliation, and a clean set of books ready for tax season.
Payroll and contractor filings
Payroll processing support, quarterly filings, and year-end W-2 and 1099-NEC preparation.
Tax planning and estimates
Quarterly estimated payment schedules, entity election review, and projections before you sign anything expensive.
IRS and state notices
We read the notice, tell you plainly what it says, and respond on your behalf when you authorise us to.
A licensed practice, not a seasonal storefront
[Firm Name] has been serving [City, ST] since [year]. We are open all twelve months, because the questions that change your tax bill are rarely asked in April.
Our clients are [describe your typical client — for example: owner-operated construction businesses, medical practices, and the families behind them]. Being deliberate about who we serve is what lets us know your industry's rules well.
[Add two or three sentences in your own voice about how you work and why you opened the practice.]
In our clients' words
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Filing season books up early
New client capacity for the coming season is limited. Send us a note with your entity type and last year's return, and we will tell you within [two business days] whether we are a fit.