Tax returns done right, with planning that starts before April.
We prepare individual and business tax returns, and we’d rather talk through a big decision before you make it than explain the tax bill afterward.
Returns for people and the businesses they run.
What we prepare
Every return starts with a look at what changed since last year. That’s where most of the questions, and most of the opportunities, tend to be.
Individual returns
Federal returns for individuals and families, whether your income is simple or comes from several sources.
Business returns
Corporate and partnership returns, including K-1s, prepared alongside your books so year-end isn’t a scramble.
Tax planning
Year-round planning for individuals and businesses, from estimated payments to the timing of big decisions, with e-filing when it’s time to file.
IRS notices & issues
Penalties, IRS audits, back taxes, or a threatened lien, levy, or wage garnishment. Send us the letter and we’ll work toward a resolution.
What to send us
The easiest returns start with a complete pile. Here’s what helps most.
Last year’s return
Plus any IRS or state letters you received since you filed it.
This year’s tax forms
W-2s, 1099s, 1098s, K-1s, and records of any estimated tax payments you made.
What changed
A marriage, a new child, a home sale, a new business, a move, a retirement. If it changed your life, it may change your return.
The return is the last step.
By the time you file, most of the year’s tax decisions are already made. A raise, a side business, a home sale, or a change to your retirement contributions can all affect what you owe. A short conversation before those decisions is usually worth more than anything we find afterward.
Common questions
Don’t see yours here? Call us at (407) 740-7311.