Uncle Sam looks out
for the government.
Uncle Pat looks
out
for you.
He wants the forms filed and the amount paid. We want the amount to be right — and as small as the law allows. That takes twelve months of work, not one afternoon in April. All fifty states, all year long.
April doesn’t decide your tax bill.
The eleven months before it do.
Most firms sell you one day of work and call it tax service. Filing season isn’t where the outcome is created — it’s where it gets reported. By the time the forms arrive, the decisions that mattered have already been made.
Compliance
The forms, the deadlines, the arithmetic, the amount due. It is not negotiable and it is not creative. It looks backwards at a year that has already closed and asks one question: did you report it correctly?
His job · getting it rightStrategy
Entity choice, owner compensation, the timing of income and equipment, retirement contributions, where you register, what you elect and when. Every one of these is decided before the year closes — and every one of them changes the number Uncle Sam calculates.
His job · getting there first
Tax season shows how much you prepared. It isn’t where the preparing happens.
Stop waiting until tax season to think about taxes.
Real people.
Real strategy.
Every engagement starts with a person, not a portal. A named preparer reviews your situation, explains the options in plain English, and stays with your file until the IRS confirms acceptance.
Book a free callFor us, tax season lasts twelve months.
Here is what a year with us actually looks like. Note where filing sits — at the end, as the report on work already done.
Filing season
The year’s decisions become a number. If we did the other nine months properly, nothing here is a surprise.
- Returns prepared and e-filed
- Extensions where documents are late
- Prior-year catch-up and amendments
- K-1s chased before they hold you up
The reset
The quietest quarter and the most valuable one. Everything structural is cheaper to change now than in December.
- Entity and S-corp election review
- Reasonable compensation set
- W-4 and quarterly estimates tuned
- Books cleaned and brought current
Projection
We run your year forward and tell you the number before it is final, while there is still time to move it.
- Mid-year projection with a written figure
- Retirement plan design and funding
- Equipment and depreciation timing
- Multi-state nexus review
The closing window
The last moves that still count. After 31 December almost every lever is gone, whoever you hire in March.
- Income and expense timing
- Retirement and HSA contributions
- Charitable and loss harvesting
- Payroll, bonuses and distributions set
By January, most of your tax bill is already decided. A preparer who meets you in February can only report what happened. That is a real service, and we do it well — but it is the last step, not the whole job.
Start with the thing that’s bothering you.
Most people don’t arrive knowing whether they need cleanup, planning or representation. They arrive with a problem. Find yours.
Behind on your bookkeeping?
Months of unreconciled accounts, and a return you can’t file until they’re clean. We reconstruct the books, reconcile every account, and put a monthly process in place so it doesn’t happen again.
Fix my books →Paying tax but you have no strategy?
A return reports what already happened. Planning changes what happens next — entity choice, owner pay, the timing of income and equipment, retirement. All decided before the year closes.
Schedule tax planning →A letter arrived from the IRS or a state?
Most of them are wrong about something. Send it over and we’ll tell you what it actually says, what the real deadline is, and what it costs to handle — free, inside two business days.
Have it read free →Haven’t filed in years?
Three years or ten. Transcripts pulled, substitute assessments reversed, records reconstructed and compliance restored — so you can borrow, bid, or just stop thinking about it.
Get current →Don’t trust the numbers you’re filing on?
If the P&L is wrong, the return is wrong. We find the errors, reconcile the accounts, and rebuild reporting you can actually make decisions from.
Clean it up →Deadline in front of you?
Upfront price before you start, secure upload, e-signature, filed and confirmed to IRS acceptance. No mystery invoice at the end of it.
Start my return →Five services · All fifty states · All year
Tax is all we do.
Which is why we do it right.
Know your numbers. Plan your taxes.
Grow with confidence.
Five things, done properly, all year. Everything here is income tax and the work immediately around it — that focus is the point.
Tax Preparation
Individual and business returns in all fifty states, with accuracy, compliance and a filing process that tells you where you stand.
Start your tax return →Tax Planning
Proactive strategy through the year, so decisions are made before they harden into tax consequences. The Standing File sits at the top of it.
Schedule tax planning →Business Accounting
Monthly bookkeeping, bank reconciliation, financial statements, payroll and sales tax — the ledger the return is built on.
Improve your books →Accounting Cleanup
For books that are months behind, unreconciled, or simply wrong. We reconstruct, reconcile and hand back something you can file and borrow against.
Fix my books →Audit & Resolution
Notices, examinations, balances owed, liens and unfiled years — federal and all fifty state agencies.
Get help with a notice →Four situations, four different jobs.
The work is not the same for a household with three W-2s and a rental as it is for a six-entity group. Find the one that reads like you.
Households and employees
- Federal and multi-state returns
- Investment and rental income
- Self-employment and 1099 work
- Prior-year returns and amendments
- IRS and state correspondence
- Withholding and planning
Owner-operated companies
- Monthly bookkeeping and reconciliation
- Financial statements you can use
- Payroll and employment tax
- AP and AR support
- Business returns and K-1s
- Catch-up and cleanup
Outgrowing basic filing
- Entity structure and elections
- Owner compensation and distributions
- Multi-state nexus and apportionment
- Retirement plan design
- Succession and exit, planned early
- Served by The Standing File
Property investors
- Rental bookkeeping, property by property
- Schedule E and passive loss rules
- Fixed assets and depreciation tracking
- Entity and multi-property accounting
- Cost segregation coordination
- Basis tracking through to sale
Only pay for the tax work you need.
Get it right the first time — and feel confident about it. Every package includes the secure portal, e-signature, e-file confirmation, and IRS acceptance monitoring.
- W-2 income
- Unemployment (1099-G)
- Standard credits & deductions
- E-file + e-signature portal
- One state included
- No Schedule C or E
- Everything in Essential, plus:
- Multiple W-2s
- HSA (Form 8889)
- Schedule A — itemised deductions
- Retirement distributions (1099-R)
- Live expert Q&A
- Document review checklist
- Everything in Standard, plus:
- Investments — 1099-DIV / INT / B
- 1099-B consolidated statements
- Capital gains, Schedule B and D
- Schedule E — one rental property
- Rental & investment deduction support
- Priority support and final review
- Everything in Premium, plus:
- Schedule C — sole proprietor
- Home office and vehicle
- Depreciation and asset schedule
- Self-employment tax
- Next year’s quarterly estimates set up
- 1065, 1120, or 1120-S return
- Owner / officer W-2 support
- Schedule C or E as applicable
- Up to 3 basic K-1s included
- Year-end entity compliance checklist
- One state included
- Everything in Business, plus:
- Multi-state apportionment
- More than 3 K-1s, complex allocations
- Schedule D — covered, non-covered and PTP transactions
- FBAR and foreign form reporting
- Virtual currency transactions
- Hedge fund reporting and complex / HNI returns
Priced after a quick scope check.
- Extra state returns · multi-state filings — $95 per state
- Additional or complex K-1s · foreign income
- Amended returns — $395 · prior-year catch-up
- Bookkeeping cleanup · payroll and 1099 filing
- In-season rush, inside 72 hours — $250
- Audit Shield on the return you file — $95 a year
For anyone still waiting on a W-2, 1099 or K-1, or who simply needs more time.
- Preparation and electronic filing of your extension request
- Confirmation once submitted
- Portal checklist for the remaining items
- Important: an extension gives you more time to file, not more time to pay. If you may owe, we estimate and advise a payment with the extension.
All prices are flat fees quoted before work begins. One state return is included in every tier. Scope is confirmed at document review — if your return needs a different tier, we tell you before we start, not after.
Five steps, and a person at every one.
The whole filing process runs through one secure account — choose, pay, sign in, upload, sign. You are never guessing what stage your return is at, and there is a named person on the other end of every step.
Choose your filing package
Pick the one that matches your documents and your situation. Every price is published before you start. Not sure which? The consultation is free.
Check out and tell us who you are
Pay online, then give us your name, email and phone number so we can open a file in your name.
Get into your file
An invitation arrives by email. You set a password and a second step — a code by text — and your file is open. Nothing to install.
Upload, sign, and watch it move
Photograph a W-2 at the kitchen table or drag a folder in from your desktop. Sign what needs signing. See exactly what stage the return is at without having to ask.
A person prepares and files it
A preparer reviews everything, asks for anything missing, answers your questions, and stays with the return until the IRS accepts it.
We file in all fifty states.
Remote work, a rental in another state, an owner who moved, a business selling across state lines — multi-state is normal now, and it is where most preparers quietly get it wrong. We handle resident, non-resident and part-year returns nationwide, plus the nexus and apportionment questions underneath them.
- Resident, non-resident and part-year returns in any state
- Multi-state apportionment for entities
- Economic nexus review for remote sellers and service businesses
- State registrations, withholding and sales tax accounts
- State notices and assessments — see Audit & Resolution
Home offices in Maryland, Virginia and DC — highlighted. Clients everywhere else.
Four differences you can actually check.
Not “excellent customer service.” Things that are either true of a firm or they aren’t.
Year-round, not seasonal
Your relationship with your accountant shouldn’t disappear in April. Quarterly contact, a mid-year projection, and a year-end window worked in November — not a phone number that stops answering in May.
Business and tax together
Accounting decisions and tax decisions are the same decisions viewed twice. We look at both, which is why the bookkeeping and the return are done by people who talk to each other.
Technology-driven, not paper-driven
Secure portal, document vault, e-signature, e-filing and IRS acceptance monitoring. Nothing arrives by fax, and nothing gets lost between an inbox and a filing cabinet.
Tax is all we do
No audits of other people’s companies, no software resales, no side business. Income tax and the work immediately around it, which is why answers come back the same week.
Real support from real tax experts.
I was honestly stressed about filing, but they made the whole process really easy. Everything was explained clearly and I never felt lost.
It was super straightforward from start to finish. I uploaded my docs, asked a few questions, and they handled the rest.
Pivot Aide Tax caught credits I would’ve missed on my own and kept me updated the whole time. Definitely using them again.
Every price is published
before you start.
Pick your package, see the number, and pay before we touch a document. No estimate that turns into a surprise. No hourly clock running in the background.
Explore pricing & packagesSix things that cost you nothing.
Not a trial and not a teaser. If we can answer it in twenty minutes, we answer it.
- Second Look — we review your last three filed returns for what was missed.
- Notice Triage — send the IRS or state letter, get a plain-English read.
- Entity Fit Check — should you be an S-corp yet? With your actual breakeven.
- Withholding Checkup — stop lending the government money every year.
- Deduction checklists — by trade, not a generic list.
- One hour with a human — no charge, no obligation.
Three we get every week.
- Do I need Self-Employed if I have a small 1099 side gig?
- Yes — any self-employment income on Schedule C falls under Self-Employed. Rental income on Schedule E starts at Premium. We’ll confirm before you pay.
- What counts as a “basic” K-1?
- A straightforward partnership or S-corp K-1 without special allocations, multi-state apportionment, or complex basis tracking. We flag anything complex upfront, before it changes your price.
- Can I add state returns or fix an old one?
- Absolutely — we file in all fifty states, and we can file past years or amend returns if needed, priced after a quick scope check.
Tax isn’t a department here.
It’s the whole firm.
Some firms do a bit of tax alongside everything else. We do income tax and the work that surrounds it — nothing else, in every month of the year. That is why the answers come back faster and the returns come back right.
Individual returns
W-2, 1099, self-employment, investments, rentals, retirement income, multi-state, prior years and amendments.
Business returns
1065, 1120 and 1120-S. K-1s, owner compensation, apportionment, foreign reporting, virtual currency.
Tax strategy
Mid-year projections, entity and S-corp elections, owner pay, retirement and depreciation timing, year-end moves. Our flagship engagement is The Standing File.
Payroll & employment tax
Payroll filings, W-2 and 1099 issuance, new-hire reporting, worker classification, multi-state withholding.
Sales & use tax
Nexus monitoring, registrations, return filing and remittance in every state you sell into.
IRS & state matters
Notices, examinations, back taxes, liens and levies, unfiled years — federal and all fifty state agencies.
We keep bookkeeping on the menu for one reason: a return is only as good as the ledger under it, and a strategy you can’t measure isn’t a strategy. Clean books are a tax service here, not a separate business.