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TAX PREPARATION

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Individual Tax Returns
(Form 1040)

For employees, contractors, investors, or anyone with personal income. Filing correctly ensures you maximize deductions and credits while avoiding IRS issues. A professional helps you uncover tax-saving opportunities and handle complex income sources like investments or rental properties.

For-Profit Business Returns (Forms 1120, 1120-S, 1065, Schedule C)

Corporations, partnerships, S-Corps, and sole proprietors must file business tax returns that go beyond reporting income—they determine owner distributions, payroll compliance, and more. A professional ensures proper entity treatment, accurate deductions, and compliance with both federal and state requirements, so you don’t overpay or miss deadlines.

Not-for-Profit Returns
(Form 990 Series)

Charities, foundations, and other exempt organizations must file annual information returns to maintain tax-exempt status. These filings are detailed and public-facing, making accuracy critical. A professional helps ensure compliance with IRS rules, preserves exempt status, and strengthens donor confidence with clear, accurate reporting.

What's included:

  • Preparation of Federal and State Income Tax Returns​

  • Virtual Tax Return Review Before Filing​

  • Electronic Filing of Eligible Returns​

  • Year-To-Year Tax Observations and Planning Items Identified During Preparation​ 

 

Additional tax planning, amended returns, tax notice assistance, representation, and other services outside of tax return preparation may require a separate contract.

SMALL BUSINESS ACCOUNTING

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What's included:​

  • Bookkeeping and Accounting for Small Businesses​

  • Financial Statement Preparation and Review​

  • Forecasting and Budgeting​

  • Strategic Business Support 

 

Ask us about our discount when you bundle small business accounting and tax preparation.

CONSULTING SERVICES

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Designed to give business owners and individuals clear, practical guidance for financial and tax-related decisions​. Some topics are:

  • Tax Planning and Tax-Saving Strategies​

  • Owner Compensation and Distribution Planning​

  • Business Startup and Setup Guidance 

  • Business Entity Selection and Restructuring​

  • S-Corporation Planning​

  • Rental Property and Real Estate Tax Considerations​

  • IRS and State Tax Notice Guidance​

  • General Financial and Business Decision Support

 

Consultations are separate from tax preparation and accounting services and are available by appointment.

*Complimentary discovery consultations are reserved for prospective new clients.

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