Tax Preparation

‍

  • Individual Tax Returns: We handle all aspects of your personal tax return, from gathering necessary documentation to filing.
  • Business Tax Returns: Our team specializes in preparing tax returns for businesses of all sizes, including sole proprietorships, partnerships, S-Corporations, and C-Corporations.
  • Trust and Estate Returns: We prepare estate returns along with complex and simple trust returns.
  • State Tax Filing: We ensure that all required state tax returns are accurately completed and submitted on time.
  • Amended Returns: If you need to correct a previously filed tax return, we can help you file an amended return to address any discrepancies.

Strategic Tax Planning

Our approach is tailed to your unique situation, ensuring you benefit from the latest tax laws, through:

  • Year-Round Consultation: We provide ongoing tax advice and support to help you make tax-efficient financial decisions.
  • Income Tax Projections: We create detailed income tax projections to anticipate your tax obligations and identify potential savings.
  • Retirement Planning: Our team assists with tax-efficient retirement planning strategies, including contributions to IRAs, 401(k)s, and other retirement accounts.
  • Business Tax Strategies: For business owners, we offer strategic tax planning to optimize your business structure, take advantage of tax incentives, and maximize after-tax profits.

What should I bring to my first tax appointment?

For your first tax appointment, please bring the following documents:

  • Last year's tax return
  • W-2 Forms from employers
  • 1099 Forms for other income
  • Mortgage interest statements (Form 1098)
  • Records of charitable donations
  • Medical expenses and other deductions
  • Business income and expense records (if applicable)
  • Any other relevant financial documents

‍

How much do your tax preparation services cost?

The cost of our tax preparation services varies based on the complexity of your tax return and the specific services you require. These minimum numbers can be used for your to get an idea of what our pricing looks like, but will vary depending on how much additional preparation our team has to do:

  • 1040, individual: $70 (simple return)
  • 1065, partnership: $200
  • 1120's (S-Corp/C-Corp): $300
  • 1041's: $150
Back to Top