Professional Tax & Financial Services
Comprehensive solutions designed to meet your unique financial needs, from individual tax preparation to complex business planning.
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Our Services
We offer a comprehensive range of tax and financial services to help you achieve your financial goals.
Services - Sensible Tax Services
Comprehensive tax preparation for individuals and families, ensuring maximum deductions and credits.
- Federal and state tax returns
- Maximum deduction identification
- E-filing and direct deposit
- Prior year amendments
- Multi-state returns
Small Business Bookkeeping
Professional bookkeeping services to keep your business finances organized and compliant.
- Monthly financial statements
- Accounts payable/receivable
- Payroll processing
- Bank reconciliations
- QuickBooks setup and training
Tax Planning & Strategy
Proactive tax planning to minimize your tax liability and maximize your savings.
- Year-round tax planning
- Retirement planning strategies
- Investment tax optimization
- Business structure advice
- Estate planning considerations
Small Business Tax Preparation
Specialized tax services for small businesses, partnerships, and S-corporations.
- Business tax returns (1120S, 1065, 1120)
- Schedule C preparation
- Quarterly estimated payments
- Business expense optimization
- Multi-entity tax planning
Financial Analysis & Reporting
Detailed financial analysis to help you understand and improve your financial position.
- Cash flow analysis
- Budget preparation
- Financial statement review
- Key performance indicators
- Growth projections
IRS Representation
Professional representation and support for IRS audits, notices, and correspondence.
- Audit representation
- Notice response
- Payment plan negotiations
- Penalty abatement requests
- Compliance consultations
Our Process
We follow a proven process to ensure you receive the best possible service and results.
Initial Consultation
We discuss your needs and goals to understand how we can best help you.
Document Review
We carefully review all relevant documents and financial information.
Strategy Development
We develop a customized strategy tailored to your specific situation.
Implementation & Support
We implement the strategy and provide ongoing support throughout the year.
Transparent Pricing
We believe in transparent, fair pricing with no hidden fees. Contact us for a personalized quote based on your specific needs.
Free Initial Consultation
Every new client receives a complimentary 30-minute consultation to discuss their needs and explore how we can help.
Schedule Your Free ConsultationReady to Get Started?
Let's discuss how we can help you achieve your financial goals.