Tax Services

Professional tax preparation and compliance for the assisted reproduction and fertility industry

We provide tax preparation and compliance services for individuals and businesses, with particular expertise in the assisted reproduction and fertility space. Led by Sonia Stewart, a CPA for 18 years with 11 years as a corporate controller for a publicly traded company, we ensure accurate reporting, timely filing, and full compliance.

We serve both personal and business tax needs, coordinating seamlessly with your existing tax advisors to ensure consistent and comprehensive coverage.

For Businesses

Expertise in fertility industry tax considerations for agencies, clinics, and practices.

Business Tax Preparation & Filing

Professional tax preparation and filing services for businesses, ensuring accuracy and regulatory compliance.

1099 and W-2 Processing

Accurate and timely preparation and filing of 1099s, W-2s, and other required tax forms.

Business Income Categorization & Reporting

Thorough income categorization and reporting to ensure accurate tax filings and compliance.

Regulatory Compliance

Ongoing compliance monitoring to ensure your business meets tax obligations and regulatory requirements.

Coordination with Business Tax Advisors

We coordinate with your tax advisors and CPAs to ensure consistent and comprehensive tax management.

For Individuals

Tax planning for individuals in the assisted reproduction and fertility space.

Personal Tax Preparation & Filing

Professional personal tax preparation and filing, ensuring accuracy and timely submission.

Income Categorization

Thorough categorization of income sources for accurate and compliant tax reporting.

Deduction Identification

Careful identification of applicable deductions to ensure you take advantage of every opportunity.

Coordination with Personal Tax Advisors

We work with your personal tax advisors to ensure consistent and comprehensive tax coverage.

Record-Keeping for Tax Purposes

Meticulous record-keeping throughout the year ensures complete documentation when tax season arrives.