Joshua Tracey, CPA

Preparation of individual, business, trust, and multi-state tax returns, along with proactive tax planning and year-round guidance.

Year-round tax advisory services for business structure, estimated taxes, transactions, retirement planning, and evaluating the tax impact of major financial decisions before they occur.

Monthly bookkeeping, account reconciliations, financial reporting, payroll support, and QuickBooks Online assistance for small businesses.

 Preparation of fiduciary income tax returns and guidance for trusts, estates, beneficiaries, and fiduciaries, including trust distributions, estate administration support, and related tax planning matters. 

Practical guidance for small businesses including entity selection, S corporation planning, cash flow analysis, and operational processes.

Assistance responding to IRS and state tax notices, including compliance issues, payment plans, and amended returns.