Tax Services
Compliance handled. Strategy built in.
We provide comprehensive tax preparation and planning for both individuals and businesses who want more than a once-a-year filing. Our goal is to integrate your tax work with your books and overall strategy.
Is This Right for You?
Our tax services are designed for individuals and business owners who want proactive, year-round tax planning integrated with compliance work. You will benefit most if:
What You Get
Individual Tax Preparation
Federal and state personal income tax returns for individuals, families, and high-net-worth clients.
- Form 1040 with all schedules (A, B, C, D, E, etc.)
- Multi-state returns where you live or work across states
- Rental property income and depreciation tracking
- Investment income, capital gains, and stock option reporting
Business Tax Preparation
Full-service business tax preparation for S corporations, partnerships, LLCs, and C corporations.
- Form 1120S (S corporation), 1065 (partnership), 1120 (C corp)
- Multi-state business returns and apportionment
- Quarterly estimated tax planning and payment guidance
- Coordination with your monthly bookkeeping
Proactive Tax Planning
Year-round strategy conversations to reduce your tax liability and prepare for major financial decisions.
- Mid-year and year-end tax projections
- Estimated tax payment schedules
- Entity structure and election timing (S corp, etc.)
- Retirement contribution and HSA planning
How It Works
Initial Tax Consultation
We review your tax situation, prior returns, and identify planning opportunities.
Document Gathering
We provide a checklist of documents needed and work with you to gather all necessary information.
Preparation & Review
We prepare your returns, review them with you, and answer all questions before filing.
Filing & Payment
We e-file your returns and provide guidance on payment options if taxes are owed.
Year-Round Planning
We stay in touch throughout the year for estimated payments, mid-year projections, and strategy updates.
What Changes
Functional
Your tax returns are accurate, filed on time, and coordinated with your bookkeeping and financial planning.
Emotional
You feel confident knowing a CPA is managing your tax compliance and looking for ways to reduce your liability.
Strategic
With proactive planning, you can make smarter decisions about timing income, expenses, and major financial moves.
Frequently Asked Questions
Ready to Take Control of Your Taxes?
Schedule a consultation to discuss your tax situation. We will review your prior returns and identify planning opportunities.