Business and personal returns, year-round planning, and IRS or state problem resolution — from a Sterling CPA who audited organizations for fifteen years and knows exactly what examiners look for. Bring last year's return to a free consultation for a second opinion.
Book a Free ConsultationFiling vs. planning
A preparer who sees you once a year in April can only record history. We plan your tax position through the year — entity structure, timing, deductions, estimated payments — so the return in April simply confirms a number you already expected.
What we handle
Fair questions
It depends on the return's complexity, and you'll get a fixed quote at the free consultation before any work starts. No surprise bills.
Software asks questions; it can't spot the ones you didn't know to answer. A CPA reviews your whole position — entity, timing, deductions — and signs the return. One found deduction often covers the fee.
Yes — without judgment. We prepare the back-year returns, negotiate the delinquency with the IRS or state, and set up a payment plan if needed. The sooner you start, the less it costs.
That's the ideal setup — they affect each other, and planning them together is where most savings come from.
Free consultation
Thirty minutes with Joe at our Sterling office or by phone. You'll leave knowing where you stand, what it should cost, and what a plan looks like.
Prefer to talk it through? Call or text %%PHONE_DISPLAY%% — answered 24/7.