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Helping families and business owners see the tax impact of their decisions before they make them.
Our Services
For individuals and business owners who'd rather plan ahead than find out at tax time. Here's how we help.
Individual Tax Returns
More than data entry: we look at how the pieces of your year fit together, so nothing gets missed and nothing's a surprise. We handle:
✓ W-2 income
✓ Investment income
✓ Multi-state returns
✓ Rental properties
✓ K-1s
✓ …and more
Starting at $350
Tax Planning
Whether you're an individual, a family, or a business owner, smart planning today means fewer surprises at tax time and more money kept over the long run. We help with:
✓ Retirement income planning
✓ Roth conversions
✓ Business entity selection
✓ Estimated taxes
✓ Owner compensation strategies
✓ Capital gains & year-end strategies
✓ …and more
Starting at $500
Small Business Tax Returns
We prepare your business return with an eye on the decisions behind it — how you're structured, how you pay yourself, and what it all means for what you owe.We handle:
✓ Schedule-C
✓ S-Corps
✓ Partnerships
✓ …and more
Starting at $750
Advisory & Ongoing Support
The value of a tax pro isn't just at filing time — it's having someone to call when a decision comes up. Ask us anything through the year, and we'll discuss what's worth acting on before it's too late. We help with:
✓ Quick questions, answered
✓ Mid-year check-ins
✓ Life changes (marriage, house, new job)
✓ Owner pay & growth decisions
✓ Estimated tax reminders
✓ …and more
Priced per engagement
Who we work with
We're built for people who want a tax pro who's engaged year-round — because the decisions that shape your tax bill happen during the year, not on the return that reports it afterward. If you want someone who's genuinely in your corner and thinking a few moves ahead, T3 is for you.
Growing households
Equity comp, a rental, a side business, a big life change — as your finances get more complex, having a pro who plans around your full situation pays off. We keep the strategy tied to what's actually going on in your life.
Transition years
The years around retirement bring high-value tax decisions — Roth conversions, which accounts to draw from first, when to take Social Security, staying under the brackets that affect your Medicare premiums. It mostly comes down to timing, so we plan the cash flow and tax strategy together to help your savings go further.
Business owners
Your entity, your salary, your retirement setup — these are the levers that move your tax bill, and they all work best when they're planned before year-end. We stay on top of them with you throughout the year, so the right moves get made while there's still time to make them.
Self-employed
Running solo means wearing every hat — and as the business grows, so does the tax picture: quarterly estimates, deductions worth capturing, bringing on your first hire, and knowing when it's time to change how you're set up. We look at the whole picture with you year-round.
A tax pro on your team, not just at tax time.
Most people only talk to theirs once a year, and by then it's too late to change much. I work with families and business owners year-round, with mid-year check-ins and conversations before big life or business changes, so you can make better decisions while there's still time to plan. And if the IRS ever reaches out, I'll be right there with you.
— Joe Thompson, EA, Founder
Want to make sense of your taxes? Let's talk.
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