Services

Focused accounting and tax services, done with care.

Choose individual services or combine them. All work is performed directly by Shane - never outsourced.

Bookkeeping

Full-cycle monthly bookkeeping with GAAP-compliant records, reconciliations, and clean financials delivered every month.

  • Bank & credit card reconciliation
  • Monthly P&L and Balance Sheet
  • QuickBooks setup & cleanup
  • Sales tax filings
  • Dedicated point of contact
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Individual Tax Preparation

Personal 1040 returns prepared and e-filed accurately, with attention to deductions, credits, and multi-state situations.

  • Federal & state 1040 returns
  • Schedule E (rental properties)
  • Schedule D (investments, wash sales)
  • Multi-state filings
  • Quarterly estimated tax schedules
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Business Tax Preparation

Returns for S-Corps, partnerships, LLCs, and sole proprietors - with the structure and detail your business actually needs.

  • S-Corp (1120-S) & Partnership (1065)
  • Schedule C sole proprietors
  • K-1 preparation & basis tracking
  • Depreciation & Sec. 1250 recapture
  • Multi-state business filings
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Tax Consulting

Year-round planning and clear answers to your tax questions - so decisions are made with the numbers, not against them.

  • Tax planning & projections
  • Real estate & rental strategy
  • Entity structure considerations
  • Asset sale & disposition planning
  • Notice & correspondence review
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