Tax Preparation & Planning
Accurate returns, filed on time — and a plan for the year ahead, not just the one that closed.
The Service
Filing is the deadline. Planning is the work.
Most businesses only think about taxes once a year, when the return is due. By then, the decisions that determine what you owe have already been made. We handle both halves: preparing and filing accurate returns, and working with you through the year so the next filing holds fewer surprises.
We prepare returns for businesses of every structure, for the owners behind them, and for individuals, non-residents, estates, and trusts. Whatever the filing, the same people who prepare it are the ones you can call about it.
What's Included
What this covers
Tax preparation
- Business returns — Forms 1065, 1120S, and 1120
- Individual returns — Form 1040
- Estate and trust returns — Form 1041
- Non-resident returns — Form 1040NR
- State tax returns
- Prior year and unfiled returns
- Amended returns
Tax planning
- Year-round planning, not just at filing time
- Entity structure reviewed for tax efficiency
- Deductions and credits identified and documented
- Year-end planning before the books close
Who It's For
Who we prepare returns for
Small businesses
LLCs, S-corps, C-corps, and partnerships — from the first year of operations through decades of filings.
Business owners
When the business return and the personal return affect each other, both should be handled by the same firm. We prepare them together.
Non-residents and foreign investors
Form 1040NR filings and U.S. tax obligations for people who live abroad but earn, own, or invest here.
Individuals and families
Personal returns prepared by a CPA, including situations that have outgrown filing software.
We also handle estate and trust returns (Form 1041), and clients coming to us with unfiled returns or open IRS correspondence.
How It Works
From documents to filed
Send us your documents
You send us your prior year return, income records, and supporting documents. We'll tell you exactly what we need for your situation — and what we don't.
We prepare and review
We prepare your return and look beyond the numbers: deductions you may have missed, elections worth making, and anything in prior years that needs correcting.
We walk you through it
Before anything is filed, we go over the return with you. You'll understand what you owe or what you're getting back, and why — no surprises at signature.
We file and plan ahead
We file electronically and keep copies on record. Then we talk about the year ahead, so next season isn't a scramble.
FAQ
Common questions
It depends on the scope of the work — the entity type, the number of filings, and the condition of the records. We don't publish flat prices because they'd be wrong for most situations. We'll quote you during the free consultation, before any work begins.
Let's get your return handled right
Book a free 30-minute consultation and we'll tell you what your situation needs.