Individual Tax Preparation

We prepare and e-file accurate federal and state returns for individuals, couples, and families.
Includes: W-2 income, 1099s, credits, deductions, and electronic filing.

Bookkeeping & Accounting

Monthly or quarterly bookkeeping, QuickBooks setup, and bank reconciliation.
Includes: P&L reports, balance sheets, and cash flow summaries.

Small Business & Self-Employed Taxes

From freelancers to LLCs, we handle Schedule C, 1065, and 1120S filings.
Includes: Profit & loss review, expense tracking, and year-end filing.

Frequently Asked Questions

Q1: Do you e-file all returns?
A: Yes, all eligible returns are e-filed securely with the IRS and the state.

Q2: What do I need to bring for my tax appointment?
A: W-2s, 1099s, IDs, prior year return, and receipts for deductions.

Q3: Can I send my documents online?
A: Yes! You can upload securely through our client portal or email us encrypted files.

Q4: Do you offer mobile tax preparation?
A: Yes — we travel to clients within Rockville and nearby areas for in-person tax service.

Q5: How do I pay for services?
A: We accept credit/debit, cash, or online payment after filing.