OUR SERVICES
Tax and accounting solutions as unique as you.
It’s time your accountant understands you for you.
You deserve more than surface-level service. At AMD, we take the time to understand how you earn, what you spend, and what you're working toward. Then, we design a tax strategy that fits your life and helps you file with confidence, not just compliance.
Whether you're managing personal finances, tracking commission income, or running a small business, we offer custom solutions, ongoing advising, and flexible pricing to keep you in control year-round.
Not sure what you need? Let’s talk. First consultations are free.
AMD SERVICES
Tax Advising, Planning, & Wealth Building
Avoid surprise tax bills. Set up smarter systems. Keep more of your money. We build proactive strategies that reduce your tax burden, optimize your business structure, and adapt as your income and goals evolve.
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Annual and Quarterly Tax Planning
Entity Selection and Structure (LLC, S Corp, etc.)
Deduction Tracking and Tax Credits
Income Forecasting & Estimated Payment Planning
Exit and Retirement Tax Planning
Education Planning
Estate Planning & Trusts
Real Estate & Rental Properties
Commission and Closing Income Strategy for Agents
Ongoing Tax Advising and 1:1 Strategy Sessions
And More
Individual & Business Tax Return Preparation
More than data entry. We prepare audit-ready returns that reflect your full financial picture. With deep tax law knowledge and a strategic lens, we file accurately, catch what others miss, and help you avoid overpaying.
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Individual and Business Tax Returns
Multi-state and Complex Tax Filings
1099 and W-2 Reconciliation and Reporting
Amended Returns
Back Tax Clean-up
Audit Support
Reporting of Fluctuating or Seasonal Income
And More
Accounting, Payroll, & Bookkeeping
Your numbers, organized. We create and manage clean financial systems that keep your books accurate and your back office running smoothly. Whether you're solo, scaling, or leading a team, your finances stay on track.
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Monthly Bookkeeping
Payroll Processing and Reporting
QuickBooks Management
Monthly/Quarterly Reviews
Financial Statements and Cash Flow
Budgeting and Tax-ready Reports
Commission Tracking and Categorization
A/P, A/R, and Sales Tax
Internal Audits
Workers Comp & Unemployment Audits
Bank & Credit Reconciliations
Month End Close
Insurance Review
And More
No matter your need we use the following process to guarantee your greatest savings:
Get to know you and your tax situation during a free Discovery Call. Come with your questions, expectations, hopes, and fears - we’ll chat about them all!
Prioritize your needs, discuss available services, and if appropriate, schedule a Tax Trifecta Analysis™ to dig deeper.
Put the plan in motion, maintain communication, and check in often.
