Life doesn’t happen once a year—and neither should your financial planning. Whether you’re navigating a major milestone, planning ahead for tax season, or simply want more clarity throughout the year, we’re here to help you stay ahead.
We support individuals with:
Year-round tax planning and strategy
Annual tax preparation and filing
Real-time support for life events (home purchase, job changes, investments, etc.)
Guidance on deductions, withholdings, and estimated payments
IRS notices, audit questions, and compliance issues
Ongoing access to a dedicated CPA through OpenLine™
Explore our services:
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OpenLine® Tax Services
More than tax prep. A partner you can call anytime.
OpenLine™ is a subscription-based model built for individuals who want proactive support—not just annual filing. With ongoing access to your CPA, you get ahead of issues before they become headaches and can plan confidently for whatever comes next.
Perfect for individuals navigating:
• Life transitions
• Changing income
• Stock options or equity compensation
• Real estate decisions
• Estimated tax complexity -
Annual Tax Prep and Filing
Accurate, stress-free annual filing—without the guesswork.
Our annual tax prep service is designed to simplify your filing season with one-on-one support, secure digital tools, and professional guidance every step of the way.
Includes:
• Federal & state tax prep and e-filing
• One-on-one consultation
• Secure document storage
• Deadline reminders and ongoing communication -
Forensic Accounting Services
Trusted accounting guidance with an investigative edge.
Our team blends technical accounting expertise with investigative insight to help individuals address irregularities, financial disputes, or compliance concerns.
We help with:
• Fraud or irregularity investigations
• Tracing funds and financial analysis
• Divorce & litigation support
• Complex accounting issues and reconciliations