WHO WE HELP
Tax Help for Your Life and Work
EJP Tax & Advisory serves individuals and families, business owners, self-employed people, physicians, dentists, executives, and other professionals. The service starts with your tax needs: a personal or business return, an extension, a planning question, or a combination that is agreed before work begins.
A job title is a starting point, not a tax plan.
Two people in the same profession may need different help. One may want an individual return prepared. Another may have several income sources or a decision that deserves a planning conversation.
Choose the page closest to your situation. You do not need to fit neatly into one category to inquire.
Find your starting point.
- Individuals & familiesPersonal tax preparation and planning questions that come with changes in your household, employment, or retirement.Individuals & Families
- Business ownersSole proprietors, partners, and corporation owners who need business returns, personal returns, or planning around business decisions.Business Owners
- Self-employed peopleFreelancers, consultants, independent contractors, and solo business owners who need to connect work-related records with their personal tax needs.Self-Employed Clients
- PhysiciansPersonal tax preparation and advisory for physicians, with a clear distinction between your individual return and any separate practice work.Physicians
- DentistsTax conversations for employed dentists, associates, and owners about their personal circumstances and the scope of service needed.Dentists
- Executives & professionalsPersonal returns and planning questions connected to a new role, compensation change, or another financial decision.Executives & Professionals
A straightforward individual return is welcome.
Not every return involves a business, a major transaction, or an advisory project. Individual preparation is a central part of what we do, especially during the January-to-April filing season.
Start with individual tax return preparation when you simply need your personal return completed.
The same three service choices apply.
You can ask about individual and business tax returns, year-round tax advisory, or business consulting and tax planning. We define the scope from there.
A personal-return inquiry does not automatically include a company return, payroll, or bookkeeping. Raise business needs at the outset so the service can be discussed accurately.
COMMON QUESTIONS
Questions you may have.
Do I have to be a professional or business owner to work with you?
No. Individuals and families are a core audience, including people who only need their annual personal return prepared.
What if more than one category fits me?
Choose the most useful starting point and explain the overlap in your initial conversation. For example, a physician may also be self-employed or have a household planning question.
Can I ask about preparation and advisory together?
Yes. They can be discussed together, but the engagement should specify which preparation and advisory tasks are included.