Every tax service
you'll ever need.
Enrolled agents in Wayzata, Minnesota, licensed to practice in all 50 states. Two partners who sign every return, answer every call, and know your file.
Book a free consultation→Individual tax services.
Federal & state tax preparation
Accurate, audit-ready returns for every state you owe in. We file electronically the moment your numbers are right — no template, no scripts.
- ✓1040 + all schedules
- ✓Multi-state allocation
- ✓Foreign income reporting
- ✓Year-over-year review
Tax planning consultations
A conversation before April, not after. We map your year against the tax code so the bill in April is a confirmation, not a surprise.
- ✓Quarterly check-ins
- ✓Withholding adjustments
- ✓Roth conversion analysis
- ✓Charitable bunching strategy
IRS audit representation
If a letter lands in your mailbox, you call us — not the IRS. As enrolled agents we appear on your behalf in every state.
- ✓CP2000 response
- ✓Correspondence audits
- ✓Office & field audits
- ✓Appeals representation
Prior-year & amended returns
Bring us the returns you wish you could redo. We re-open, re-file, and recover what was missed — up to three years back.
- ✓Form 1040-X
- ✓Missed deductions audit
- ✓Refund recovery
- ✓Penalty abatement requests
Business tax services.
Business tax return preparation
S-Corps, partnerships, LLCs, sole props. We work from your books, ask the questions a software prompt never would, and sign every return.
- ✓Form 1120-S, 1065, Schedule C
- ✓K-1 issuance
- ✓Depreciation schedules
- ✓Bookkeeping review
Tax planning & strategy
Before the year closes — not after. Retirement plan recommendation, owner compensation, accountable plans, the moves that compound.
- ✓Business tax credit identification
- ✓Section 179 & Bonus depreciation
- ✓QBI deduction optimization (199A)
- ✓Augusta Rule evaluation
Entity selection consulting
Sole prop, LLC, S-Corp, partnership — the right wrapper for the next five years, not the last five. We model the numbers before you file.
- ✓Tax-impact modeling
- ✓State registration roadmap
- ✓Self-employment tax review
- ✓Conversion timing
IRS business representation
From notice through closing letter. We handle the auditor, the document requests, and the appeals — you keep running your business.
- ✓Installment agreements
- ✓Penalty abatement
- ✓Notice response
- ✓Audit representation