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Our Services

Flat-Fee Tax and Accounting, Built Around Your Situation

Transparent flat-fee pricing, responsive communication, and deep expertise for small businesses, multi-state filers, international clients, and high earners.

★★★★★5.0 · 8 Google reviews
What We Offer

Flat-Fee Services, No Surprise Invoices

You know the price before we begin. No hourly billing, no surprise bills, just clear scope and responsive service.

Flat Fee

Tax Preparation

Individual (1040) and business returns (1120S, 1065, 1120) prepared accurately, filed on time, and optimized for your situation.

Year-Round

Tax Planning and Strategy

Year-round guidance on S-Corp elections, retirement contributions, estimated taxes, and maximizing deductions before year-end.

Specialized

International Tax Compliance

FBAR, FATCA, Forms 5471, 8938, 2555, 3520. Foreign accounts, foreign corporations, and expat filings handled with precision.

Monthly

Bookkeeping and Financial Records

Monthly bookkeeping to keep your books clean, current, and tax-ready, so year-end is never a scramble.

One-Time

Business Formation and Entity Setup

LLC and S-Corp formation with EIN registration, operating agreements, and proper setup to protect you from day one.

Add-On

IRS Notices and Representation

Received an IRS letter? We handle CP2000s, audits, and IRS correspondence so you do not face the IRS alone.

Flat Fee

Crypto Tax Reporting and Compliance

Form 1099-DA reconciliation, cost-basis tracking, and DeFi, NFT, and wallet-to-wallet activity reported correctly on Form 8949.

Per Return

Multi-State Tax Returns

Residency determination, income apportionment, and remote-work or relocation filings handled cleanly across every state you owe in.

Catch-Up

Back-Tax Cleanup and Prior-Year Filings

Behind on returns? We file unfiled and prior-year returns, reconstruct records, and get you fully compliant, no judgment.

Ongoing

Sales Tax and Economic Nexus

Nexus analysis, state registration, and tax-automation setup for Shopify, Amazon, and multi-channel sellers across thousands of jurisdictions.

Resolution

Tax Resolution and IRS Debt Settlement

Offers in compromise, installment agreements, penalty abatement, and lien help, handled by a licensed CPA, not an offer-in-compromise mill.

Quarterly

Self-Employed and S-Corp Optimization

Quarterly estimates, reasonable-compensation analysis, and S-Corp election timing to keep 1099, consultant, and gig income tax-efficient.

★★★★★5.0 · 8 Google reviews
★★★★★
"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."
Pamela R. · Google Review

See Transparent, Flat-Fee Pricing

No hourly rates. No surprise bills. You work directly with Jason.