Business (Tax Preparation, Bookkeeping, & Consulting)

• Entity Types: S-Corps & Sole Proprietors (ie - self-employed, contract worker, single-member LLC, etc.)

• Specialties: Personal service businesses and other business owners who have decided handling taxes, bookkeeping, or internal financial performance is not the highest/best use of their time

• We do not serve: C-corps or partnerships

Personal (Tax Preparation, Tax Planning & Consulting)

• Entity Types: 1040 only

• Specialties: Medical professionals (doctors, PAs, nurses, etc.), professionals/entrepreneurs interested in FIRE, retirees, and anyone who has decided preparing a tax return is not the highest/best use of their time

• We do not serve: Trusts

Nonprofit (Tax Preparation, Bookkeeping, & Consulting)

• Entity Types: 990 only

• Specialty: Churches

• We do not serve: Private foundations