Program M provides tax preparation and support services designed around accuracy, clear communication, and organized recordkeeping — for individuals and businesses alike.
Personal income tax return preparation with clear explanations of what's being filed and why.
Support for freelancers, gig workers, and independent contractors navigating self-employment tax obligations.
Tax preparation support scaled to small-business structures and recordkeeping needs.
General consultation to help clients understand their filing obligations and options.
Support for reporting cryptocurrency transactions as part of an individual or business return.
Help gathering, organizing, and preparing documentation ahead of filing.
Assistance reviewing and responding to IRS notices. As an AFSP Record of Completion holder, representation is limited to returns personally prepared and signed.
General, forward-looking guidance to help clients plan ahead, where legally permissible.