Tax and Accounting, Built Around Your Situation
Responsive communication and deep expertise for small businesses, multi-state filers, international clients, and high earners.
Our Services
Most matters fall into one of four areas. Start with the closest fit, or browse the additional services below.
Primary Specialties
Business and S Corporation Tax
Current or late business returns, bookkeeping cleanup, payroll or sales-tax coordination, multi-state compliance, and ongoing tax support for business owners.
Forms 1120-S and 1065; S corporation elections; multi-state filings; incomplete books.
International Tax and FBAR
Foreign income, accounts, gifts, entities, pensions, and trusts, plus FBAR, Form 8938, and catch-up filing for U.S. taxpayers with a foreign footprint.
FBAR; Forms 8938, 5471, and 3520; catch-up filings; non-U.S. spouse questions.
Individual and Multi-State Tax
Complex individual returns involving business ownership, investments, real estate, equity compensation, or filing across more than one state.
Multi-state returns; K-1s; rental property; equity compensation.
IRS Problems and Prior-Year Returns
Notices, missing returns, prior-year obligations, unresolved balances, and work left incomplete by a prior accountant.
IRS and state notices; unfiled years; back-tax cleanup; prior-preparer handoffs.
Additional Services
State and Local Tax
International and Foreign Investor
Business Advisory
Specialized Preparation
"Jason is thorough, detail oriented, and truly cares about doing the best he can for his clients. He communicates in a timely manner, answers all questions, and helps with future tax planning."
See Transparent, Flat-Fee Pricing
No hourly rates. No surprise bills. You work directly with Jason.