CLIENT PROFILES

Support for your personal and small business needs

Explore the client profiles below to see where the firm may be able to help.

DIRECT CPA SUPPORT

Start with what you need

Discuss your situation, current records, and timing with the firm before deciding how to proceed.

Depending on the engagement, support may include annual filings, year-round guidance, or coordination with your legal and financial advisers.

Let's talk

Discuss your needs and timing

Agree on scope

Confirm services and fees

Get started

Begin the agreed work

SERVICES BY CLIENT TYPE

Find the profile closest to you

These are examples of available services. The work included depends on your circumstances and the agreed engagement.

DON’T SEE YOUR CLIENT TYPE LISTED?

Please get in touch to discuss your needs and explore whether the firm’s services are a good fit.

Individuals & Families

For individuals and families managing income changes, investments, rental properties, and personal milestones

Individual tax preparation
Federal and state income tax returns, as applicable
Personal tax planning
Consider income, anticipated transactions, and financial goals
Tax notice assistance
Review and respond to selected tax correspondence
Professional coordination
Work with your legal or financial advisers when appropriate

Small Businesses

For small businesses managing annual filings, financial records, ownership questions, and tax obligations

Business tax preparation
Federal and state business tax returns, as applicable
Business tax planning
Plan around financial records and anticipated business changes
Tax notice assistance
Help with selected IRS and state tax agency correspondence
Accounting guidance
Review recordkeeping practices and transaction classification within the agreed scope

Consultants & Entrepreneurs

For independent professionals and business owners considering income, estimated payments, entity tax treatment, and business changes

Entity tax guidance
Consider classifications and elections based on business circumstances
Estimated tax planning
Use projected income and available financial information
Annual tax preparation
Individual and business income tax returns, as applicable
Business transition planning
Consider taxes when the business grows or ownership changes

Health Care Professionals

For independent physicians, dentists, therapists, and other health care professionals managing practice income and records

Practice tax preparation
Federal and state business tax returns, as applicable
Practice tax planning
Consider revenue patterns and anticipated business expenses
Owner compensation guidance
Review tax considerations based on practice structure
Tax filing guidance
Address recurring obligations within the agreed scope

Real Estate Professionals

For property owners, agents, brokers, and investors managing rental income, expenses, and property transactions

Rental activity reporting
Use the income, expenses, and property records provided
Property transaction planning
Consider taxes before a proposed sale or exchange
Depreciation guidance
Review property and improvement costs using available supporting records
After-tax analysis
Evaluate proposed transactions using stated financial assumptions

Startups

For new businesses working through initial filings, recordkeeping, entity tax treatment, and changes as operations develop

Entity tax guidance
Consider classifications and elections, with legal coordination when appropriate
Business tax preparation
Federal and state business tax returns, as applicable
Financial record guidance
Organize business income, expenses, and supporting documents
Business growth planning
Consider taxes as operations and ownership evolve

ENGAGEMENT FIT

What to expect before work begins

Services, timing, and responsibilities are confirmed before the engagement starts.

Services are individually scoped

Listed services are examples and do not create an engagement.

Results depend on the facts

No particular tax outcome, savings amount, or agency decision is promised.

Written terms govern

Only a signed engagement agreement establishes professional responsibilities.

LET'S CONNECT

Questions about tax or accounting needs?

Request a complimentary consultation to discuss what you’re looking for.