Tax Preparation
Professional tax preparation designed to ensure accuracy, compliance, and peace of mind, no matter where you are in the process.
Our tax preparation services focus on accurate filing and compliance. Planning, resolution, and advisory services are offered separately.
What's Included:
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Thorough document review
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Accurate preparation and e-filing
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Compliance with current tax laws
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Communication during preparation
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Filing confirmation
What's not included:
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Ongoing tax planning or strategy
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IRS or state representation
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Bookkeeping or payroll services
Best For:
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W-2 & 1099 income
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Self-employed individuals
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Families and individuals with life changes
Includes:
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Federal and applicable state returns
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Review of income, deductions, and credits
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E-file with confirmation
Best For:
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Schedule C (sole proprietors)
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Partnerships
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S-Corporations
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C-Corporations
Includes:
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Federal and application state returns
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Review of financials and supporting documents
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E-File with confirmations
Notes:
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Clean financials required prior to preparation
Best For:
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Correcting previously filed returns
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Missed income, deductions, or credits
Includes:
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Review of original return
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Identification of necessary corrections
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Preparation and filing of amendments
Important:
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Results may impact tax owed or refund
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Prior return and documents required
Best For:
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Unfiled or missing tax returns
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Catch-up filing
Includes:
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Preparation of prior-year returns
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Compliance-focused filing
Notes:
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Pricing varies by year and complexity
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May require consultation prior to acceptance
Best For:
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Reviewing a return prepared elsewhere
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Second opinion before filing
Includes:
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High-level review for accuracy and compliance
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Identification of potential issues or errors
What this does NOT include:
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Filing or amendments
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Strategy planning
Best For:
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Clients preparing their own returns
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Filing with professional oversight at a discounted rate ($15)
Includes:
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Secure client portal access
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Document upload and submission
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Final review prior to filing (if applicable)
Best For:
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Clients needing additional time to file
Includes:
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Preparation and filing of federal and state extensions
Important:
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An extension to file is not an extension to pay
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Estimated payments may be required
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