Tax Planning & Preparation

We make taxes less painful so you can focus on your business and life.

your taxes shouldn’t take over your life.

leave the taxes to us.

your taxes shouldn’t take over your life

leave the taxes to us.

We love taxes.

Okay, we don’t love that they exist. But, they do. And sometimes the taxes even go to doing good in the world. So, let’s make sure taxes don’t take over your life.

From tax planning so you understand the tax impact of life and financial decisions to preparing your tax return, and even helping you through a mess or a crisis with your taxes, we can help you find a solution that’s right for you.

We focus on small and medium businesses, their owners and managers, and their specific tax needs. We accept a limited number of individuals for tax return planning and preparation.

We love taxes.

Okay, we don’t love that they exist. But, they do. And sometimes the taxes even go to doing good in the world. So, let’s make sure taxes don’t take over your life.

From tax planning so you understand the tax impact of life and financial decisions to preparing your tax return, and even helping you through a mess or a crisis with your taxes, we can help you find a solution that’s right for you.

We focus on small and medium businesses, their owners and managers, and their specific tax needs. We accept a limited number of individuals for tax return planning and preparation.

get started

Send us a request to start taking care of your taxes.

We’ll work with you to ensure all of your accounting needs are taken care of.

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Imagine if…

You didn’t stress about your taxes.

You make money. And, as a result, some of it needs to go to the government. You want to keep as much of it as you can, but, you want to do things right. Using a tax professional to help you plan your taxes and prepare your tax return can help you put your worries aside.

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Income Tax Planning

There’s more to taxes than an annual return. Whether you’re starting a business, wondering how business decisions will impact the taxes you’ll owe, or making life decisions, a little bit of planning goes a long way to putting your mind at ease.

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Tax Return Preparation

There’s more to your taxes than sending in forms to the IRS and the state. We’ll take you through the tax return life cycle and help you stay ahead of due dates and filing requirements.

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Response and Representation

Even with all the best planning and work, the IRS and other taxing authorities still send notices. When you work with us, you can send those our way. We’ll read, explain, develop a plan, and help you respond in a manner that gives you better outcomes.

Megan Justice, EA, LTC # 1922313-C

Your Crayon & Tax Advisor

Hai! I’m Megan, and, yes, that is an origami crane made from ledger paper on my head. I live and breathe taxes and accounting. I’ve spent 20 years honing my skills working with small and medium business owners to help bring peace through understanding in their financial lives. Now, I’m putting all of my experience, compassion, and passion together for you to take advantage of.

Individuals

Do you have a tax situation you need help with? Do you own a business or have a rental property? Investments? Income from multiple states coming in? A new job or baby that is creating a need to plan that you didn’t have before? We’re here to help.

Collaboration & Planning

Whether you have a longstanding relationship with other financial professionals or are looking to build your team from the ground up, collaborating so you can plan and be informed is a big piece of the tax puzzle. 

Partnerships & Scorporations

We love pass-through entities! From making that initial entity selection to preparing returns annually to working with your business as it grows, we’re here to make sure running your business is what you do.

Informational Reporting

There is so much informational reporting required. Whether that’s just 1099s annually, helping you stay on top of payroll, or even working through sales tax questions and nexus concerns, your reporting is of the utmost importance.

Notices & Representation

Okay. So everything is filed, sent in, and you received a notice. Now what? Don’t shove that notice in a drawer somewhere. Send it to us. We’ll explain the notice to you, walk you through next steps, and help you stay in compliance.

get started

Send us a request to start taking care of your taxes.

We’ll work with you to ensure all of your accounting needs are taken care of.

4 + 2 =