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Individual

For U.S. citizens, residents, students, and individuals navigating taxes alone

1040DeadlineIRS Transcript1040-X1040 NRFirst TimeIP PIN ApplicationFBAR/FinCEN 114 Filing

Business

For LLCs, partnerships, corporations, and business owners managing operations

Owner's Personal ReturnPartnership Return (Form 1065)Corporation Return (Form 1120)S Corporation Return (Form 1120-S)Estimated Tax PaymentsEntity Election Guidance1099 PreparationDepreciation & Section 179

Setup

For founders starting new ventures or restructuring existing ones

EIN ApplicationSales Tax FilingLLC Formation

Accounting/Audit

Extra services to stay organized, compliant, and stress-free

BookkeepingTax Report SummaryReview Prior Year ReturnsIRS Installment AgreementIRS Notice ResponsePenalty Relief (Form 843)
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First-Time Filer Support

Not sure where to begin? Start by talking to someone who gets it.

This isn't just tax prep—it's a conversation.

If this is your first time dealing with U.S. taxes—whether you're a student, a new grad, a visa holder, or just someone who's been putting it off—this service is for you. We don't expect you to know which forms you need or whether you're even required to file. That's what we're here for. This is a guided 1:1 consultation designed to help you understand where you stand, what documents you'll need, and what kind of tax return (if any) applies to you.

Schedule a First-Time Filer Consultation

What this includes:

  • A relaxed 30-minute appointment to talk through your situation

  • Guidance on whether you need to file, and which return applies (1040, 1040-NR, etc.)

  • Help identifying which forms or documents you should gather

  • A chance to ask any tax-related questions without pressure or judgment

  • A personalized next-step recommendation—whether that's filing with us or elsewhere

Book your first-time filer session and let's make taxes feel less overwhelming, one question at a time.

There's no prep required and no commitment to file right away. Just show up, bring your questions, and let's figure it out together.