Our services

Four services. One CPA team. Two hard deadlines.

Tax filing and year-round planning are the everyday work. Kwong protective claims must reach the IRS by July 10, 2026 or the claim is permanently barred. Trump Accounts open July 4, 2026 — file Form 4547 to claim the $1,000 seed deposit. A Florida-licensed CPA signs every return.

Federal tax forms and a calculator on a desk — every return we file gets a CPA signature before it goes out.

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Tax Filing

We prepare and e-file your 1040 and entity returns (1120-S, 1065, 1041) under our EFIN. A Florida-licensed CPA signs every return before it goes out. Most clients are filed within two weeks of complete documents. Pricing is on the page.

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Tax Planning + Advisory

Year-round planning: quarterly estimated-tax calculations, S-corp reasonable-comp analysis, and retirement-contribution timing. Included in Growth ($449/qtr) and Professional ($899/qtr) tiers.

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Kwong Refund Claims

The IRS may owe you money from COVID-era penalties paid between January 20, 2020 and July 10, 2023. We prepare Form 843, marked with the required Kwong protective-claim language, and file it by certified mail before the statute of limitations runs. Deadline: July 10, 2026.

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Trump Account Filings

A §530A custodial account that gives eligible children a $1,000 federal seed deposit, but only if the account is open. We prepare and e-file Form 4547 alongside your federal return so the seed deposit lands from day one. Accounts open July 4, 2026.

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Ready to start?

See pricing. Talk to a CPA. Decide.

Three quarterly tiers are on the pricing page; the 60-second tier-recommender will point you to the right one. If you want a conversation first, a CPA returns your message inside two business days.

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