Services

From a single W-2 return to a multi-partner business filing, our firm handles the full range of tax preparation and planning needs for Delaware individuals and small businesses.

Close-up of tax documents and financial paperwork

Individual Tax Preparation

Federal and state returns for W-2 employees, itemized filers, and clients with investment or retirement income. We make sure every deduction and credit you qualify for is captured.

  • W-2, itemized, and investment-income returns
  • Multi-state filings
  • Prior-year and amended returns

Business Returns

Preparation for self-employed individuals and business entities, from a single-member LLC to a multi-partner operation.

  • Schedule C for sole proprietors & single-member LLCs
  • S-corporation returns (Form 1120-S) with reasonable compensation review
  • Partnership returns (Form 1065) with partner K-1s

Tax Planning

Proactive, year-round strategy sessions to reduce next year's tax bill instead of just reporting last year's numbers.

  • Estimated tax planning
  • Entity structure guidance
  • Year-round strategy sessions

IRS & State Notice Assistance

Received a letter from the IRS or a state tax agency? We'll review it, explain what it actually means, and help you respond.

  • Notice review and plain-language explanation
  • Response letter preparation
  • Penalty abatement requests