Personal Tax Preparation

Our Personal Tax Preparation service is built for individuals and families who want a correct, complete, and confidently filed return with clear guidance, clean documentation, and a process that doesn’t hijack your entire spring.

Who this is for

• W‑2 employees and households with multiple income sources

• 1099 contractors / gig workers who still file as individuals

• Families with dependents, childcare, education costs, or major life changes

• Taxpayers with investment activity, retirement distributions, or multi-state considerations

• Anyone who wants clarity, not confusion, on deductions, credits, and what actually matters

What’s included

Core preparation and filing

• Preparation of your federal individual return (Form 1040 and applicable schedules)

• Review of income items (W‑2, 1099s, interest/dividends, brokerage statements, retirement forms, etc.)

• Identification of applicable credits and deductions (based on your facts and documentation)

• Electronic filing (when available/appropriate) and confirmation of acceptance

Quality control and accuracy

• Consistency checks across forms (names/SSNs, basis items, carryovers, withholding, estimates)

• Reasonableness review to reduce avoidable errors and IRS correspondence

• Documentation guidance so your records are organized and defensible

Client-friendly communication

• Clear explanation of results (refund/balance due drivers, not just a number)

• Action items for next year (withholding, estimated tax, documentation upgrades)

Common add-ons (as needed)

• Multi-state returns

• Prior-year returns and catch-up filings

• Amended returns (Form 1040-X)

• IRS letters/notices response support

• Extension filing and payment planning

• Rental property and small business items when filed on your individual return (Schedule E / Schedule C)

What we need from you (high-level)

• ID verification + prior-year return (if available)

• All tax documents: W‑2s, 1099s, SSA‑1099, 1099‑R, brokerage summaries, etc.

• Year-end summaries for deductible items (charity, medical where applicable, mortgage interest, property taxes, etc.)

• Life changes: marriage/divorce, dependents, move, new job, new business, home purchase/sale

Our process (simple and controlled)

1. Intake + secure upload of documents

2. Preparation + clarification (we ask focused questions—no endless email ping-pong)

3. Review meeting (you understand what you’re signing)

4. E-file + confirmation and next-step guidance

Outcomes you should expect

• A professionally prepared return that is complete, consistent, and filed correctly

• A clear view of what changed year-over-year (and why)

• A plan for reducing friction next year through better tracking and withholding alignment

Request a Personal Tax Consultation

Small Business Tax Returns

Overview

Small business taxes are less about “filling out forms” and more about translating business activity into compliant reporting—with clean books, defensible deductions, and a filing that matches how your business actually operates.

We prepare returns for business owners who want a tax partner that can handle the details and help reduce preventable issues.

Who this is for

• Sole proprietors and single-member LLCs (Schedule C)

• Partnerships and multi-member LLCs (Form 1065)

• S Corporations (Form 1120‑S)

• C Corporations (Form 1120)

• Owners who want a tax process that supports growth, cash flow planning, and cleaner financials

What’s included

Business return preparation

• Preparation of the appropriate federal business return (based on entity type)

• Review of income, expenses, balance sheet items, and year-end adjustments

• Depreciation tracking and fixed asset reporting (as applicable)

• Owner compensation considerations and distributions review (entity-dependent)

• K‑1 preparation for owners/partners (as applicable)

Books-to-tax alignment

• High-level reconciliation review to reduce mismatches and red flags

• Categorization cleanup guidance (and coordination with your bookkeeper if you have one)

• Identification of missing or misclassified items that materially impact taxes

Compliance mindset

• Support for common small business tax items such as:

  • Business mileage and vehicle usage documentation expectations

  • Home office considerations (when applicable)

  • Meals/travel substantiation

  • Contractor expense documentation and 1099 readiness (if in scope)

  • Reasonable support for major deductions (equipment, software, marketing, etc.)

Common add-ons (as needed)

• Bookkeeping clean-up / year-end closeout (if your books need triage)

• Multi-state business filings

• Payroll coordination and owner wage planning (especially for S Corps)

• Sales tax support (separate scope)

• Amended business returns

• Extensions and payment planning

• IRS/state notice response

What we need from you (to keep things efficient)

• Entity details: legal name, EIN, state of formation, ownership structure

• Prior-year business return(s) and prior depreciation schedule (if applicable)

• Bookkeeping reports (Profit & Loss, Balance Sheet) or bank/credit card statements if books aren’t maintained

• Payroll summaries (if applicable)

• Asset purchases/sales list (equipment, vehicles, computers, etc.)

• Any major events: loans, grants, ownership changes, new states, large contracts

Our process (designed for business reality)

1. Quick business intake + secure upload

2. Books review and clarification (we identify what must be fixed vs. what’s optional)

3. Tax prep + internal review

4. Client review + filing

5. Post-filing action list (what to change now so next year is easier)

Outcomes you should expect

• A business return aligned with your financial activity and documentation

• Cleaner reporting and fewer “surprise” tax outcomes

• Recommendations that improve recordkeeping, estimated tax planning, and year-round readiness

Request a Business Tax Consultation / Schedule a Business Tax Review

Tax Planning & Strategy

Overview

Tax Planning & Strategy is proactive work done before filing—focused on legally reducing tax exposure, improving cash flow planning, and preventing last-minute surprises. Filing is reporting history. Planning is controlling what happens next.

This service is ideal for clients who want to move from reactive compliance to year-round strategy.

Who this is for

• High-income W‑2 earners with bonuses, equity, or complex benefits

• Self-employed professionals and growing small businesses

• Business owners considering entity changes or major purchases

• Real estate investors managing rentals, cost recovery, or disposition planning

• Anyone facing a major life change: marriage/divorce, relocation, sale of a business/property, retirement transitions

What’s included

Tax projections and scenario planning

• Current-year projection using year-to-date results and expected changes

• Scenario modeling (examples):

  • income increase/decrease

  • major asset purchases

  • retirement contribution optimization

  • timing of income/expenses (where applicable)

  • withholding and estimated tax planning

Strategy development

• Identifying practical strategies based on your profile (not generic internet advice)

• Entity and compensation considerations for business owners (entity-dependent)

• Coordination of tax strategy with bookkeeping/payroll practices

• Planning for cash flow—so taxes don’t arrive like an uninvited guest

Deliverables (what you walk away with)

• A written Tax Strategy Action Plan with recommended steps and timelines

• Estimated tax and withholding guidance (based on your projected facts)

• A “what to track” checklist to support deductions and future planning

• Optional quarterly check-ins to keep the plan on track

Typical planning topics (examples)

• Optimizing retirement contributions and benefit elections

• Estimated tax planning and avoiding underpayment surprises

• Business deduction substantiation and documentation systems

• Depreciation planning and timing of capital purchases (business/real estate)

• Entity structure considerations (when it makes sense and when it doesn’t)

• Charitable giving strategy (when applicable)

• Multi-state implications for moves, remote work, or expanding operations

What we need from you

• Prior-year returns (personal and/or business)

• Year-to-date income and expense summaries (pay stubs, bookkeeping reports, or statements)

• Major upcoming events (large purchases, sale, move, new business line, hiring plans)

• Your goals (minimize tax, stabilize cash flow, clean up compliance, prepare for lending, etc.)

Our process (strategy-first, not spreadsheet theater)

1. Discovery call to clarify goals and complexity

2. Data collection (only what matters; we keep it lean)

3. Projection + strategy design

4. Strategy review meeting with clear action steps

5. Implementation support (optional) + periodic check-ins

Outcomes you should expect

• Fewer surprises and better control over your tax position

• Clear actions that align with how you earn and spend—not generic tactics

• Improved documentation and stronger readiness for financing, growth, or audit inquiries

“Schedule a Tax Planning Session” / “Request a Strategy Call”