You shouldn't need a CPA
to understand your CPA.

Not at all. While small businesses and freelancers are our specialty, we prepare tax returns for individuals of all kinds. Whether you’re a W-2 employee, a retiree, or someone with a more complex personal return, we’d love to work with you. You’ll get the same personalized attention and thorough approach that our business clients rely on.

Tax software walks you through a generic checklist. We learn your specific situation and build a strategy around it. That means finding deductions the software wouldn't think to ask about, catching mistakes before they become IRS notices, and giving you advice you can actually act on.

Yes. We can help you file a late return and will look into whether there's anything we can do to minimize any late-filing penalties. The sooner you reach out, the more options we typically have.

Yes — year-round access is included with every tax engagement. Got a question in July about estimated payments? Just email us. We're here between April and April, not just during tax season.

Our questionnaire will let you know exactly what documents need to be uploaded. In general, have your last filed return and any tax forms you received (W-2s, 1099s, etc.) ready to go.

We can file in every state except Oregon. For all other states, we've got you covered — whether it's a single state return or multi-state filing.

Yes. We work with clients who are behind on their filings — sometimes by several years. We'll assess your situation and get you caught up. No judgment, just a clear plan.

Yes. You get one dedicated accountant who knows your business, your history, and your goals. No rotating staff, no explaining your situation from scratch every time.