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Tax Services

Tax Preparation Services

Accurate, thorough tax preparation for individuals and businesses — backed by partner-level review on every return. From straightforward W-2 filings to complex multi-entity structures, we deliver precision and proactive planning year-round.

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Tax Returns Done Right — Every Time

Tax preparation is the foundation of our practice. Every return we file receives the same level of care: a detailed review of your financial picture, identification of every legitimate deduction and credit, and a partner-level quality review before filing. We don’t batch-process returns or delegate to seasonal staff — your CPA is involved from start to finish.

We serve individuals, sole proprietors, partnerships, S-corporations, C-corporations, trusts, estates, and nonprofits across all 50 states. Whether you have a single W-2 or a multi-state, multi-entity structure, we have the expertise and the systems to handle it accurately and on time.

Individual Tax Preparation

Median: $1,000

Our individual return preparation goes far beyond data entry. We analyze your complete tax situation to ensure you’re taking advantage of every available deduction, credit, and planning opportunity.

  • Federal Form 1040 preparation with all required schedules
  • State income tax returns (all states — multi-state returns available)
  • Schedule A itemized deductions analysis and optimization
  • Schedule C sole proprietor / freelancer income and deductions
  • Schedule D capital gains and losses, including wash sale analysis
  • Schedule E rental property income, royalties, and pass-through entities
  • Investment and brokerage account reconciliation
  • Cryptocurrency and digital asset reporting (Form 8949)
  • Foreign income, FBAR, and international reporting (Forms 8938, 5471, etc.)
  • Education credits, child tax credits, and dependent care benefits
  • Retirement contribution optimization (IRA, Roth, SEP, SIMPLE)
  • Estimated tax payment planning and quarterly voucher preparation

Our median individual return fee is $1,000. Straightforward W-2 returns with standard deductions fall below this mark, while returns involving rental properties, self-employment, investments, multi-state filing, or cryptocurrency activity may be higher depending on the scope of work. We provide a clear engagement quote before any work begins.

Business Tax Preparation

Median: $1,750

Business tax preparation requires deep understanding of entity-specific rules, industry nuances, and strategic planning opportunities. We prepare returns for every entity type and coordinate with your individual return to optimize your total tax picture.

  • S-Corporation returns (Form 1120-S) with K-1 preparation and shareholder basis tracking
  • C-Corporation returns (Form 1120) including domestic and foreign reporting
  • Partnership and LLC returns (Form 1065) with partner allocations and K-1 distribution
  • Nonprofit and tax-exempt organization returns (Form 990, 990-EZ, 990-PF)
  • Trust and estate returns (Form 1041) with beneficiary K-1 preparation
  • Payroll tax compliance review and reconciliation
  • Sales tax nexus analysis and compliance coordination
  • Section 199A qualified business income (QBI) deduction optimization
  • Depreciation schedules, Section 179, and bonus depreciation elections
  • R&D tax credit identification and documentation
  • Multi-state apportionment and filing requirements
  • Officer compensation reasonableness analysis (S-Corp)

Our median business return fee is $1,750. Single-entity filings with straightforward operations fall near or below this mark, while complex returns involving multiple entities, multi-state operations, international activity, or significant transaction volume may be higher depending on scope. We always provide a written engagement quote upfront.

What’s Included in Every Engagement

Regardless of return complexity, every tax preparation engagement with our firm includes:

  • Partner-level review on every return before filing
  • Secure digital document collection via our SOC-compliant client portal
  • Organizer and checklist tailored to your specific tax situation
  • Prior-year return review to identify missed deductions and carryforwards
  • Year-over-year comparison analysis with explanation of material changes
  • Filing of all federal and state extensions when needed
  • Estimated tax payment calculations and quarterly payment vouchers
  • Electronic filing with direct deposit/payment coordination
  • Post-filing support and IRS notice response assistance
  • Proactive identification of tax planning opportunities for the current year

Our Process

We’ve built a streamlined, technology-driven process that makes tax season as painless as possible while maintaining the thoroughness and accuracy our clients expect.

  • Onboarding call to understand your tax situation, goals, and any changes from the prior year
  • Secure document upload via our client portal — no email attachments needed
  • Return preparation by your assigned CPA with full access to your engagement team
  • Partner-level quality review and accuracy check
  • Draft return delivery with a summary of key items, tax due/refund, and planning notes
  • Client review period with availability for questions and clarifications
  • Final approval and electronic filing

Why Clients Choose Us

We’re not a volume shop. We take on a limited number of clients so that every engagement receives genuine attention. Our founder’s background in capital markets and active trading means we understand complex financial instruments, cryptocurrency transactions, and sophisticated investment strategies that many general practitioners get wrong.

Frequently Asked Questions

Common questions about our tax preparation services

When should I hire a CPA for tax preparation instead of using tax software?

Tax software works well for straightforward W-2 returns with a standard deduction and little else. You should work with a CPA once you have any combination of the following: self-employment or 1099 income, K-1s from partnerships or S-corps, rental properties, significant investment activity, crypto transactions, equity compensation (RSUs, ISOs, NSOs), multi-state income, foreign accounts, or life events like a business sale or inheritance. In those situations the tax-planning value of a CPA typically exceeds the fee many times over, and a CPA can represent you before the IRS if your return is audited โ€” software cannot.

What documents do I need to gather for tax preparation?

At minimum: prior-year federal and state returns, all W-2s and 1099s (including 1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-K, and SSA-1099), K-1s from any partnerships or S-corps, mortgage interest (1098) and property tax records, charitable contribution receipts, HSA/FSA statements, student loan interest, child-care expenses, and documentation of estimated tax payments made during the year. Business owners should also provide a profit-and-loss statement, balance sheet, depreciation schedule, and records of major asset purchases. We provide every client with an annual organizer that walks through the complete document list.

How much does tax preparation cost?

Our fees are based on the complexity of your return, not an hourly rate. A straightforward individual return with W-2 income and a few 1099s typically starts around $500โ€“$800. Self-employed individuals, rental property owners, and K-1 recipients generally fall in the $800โ€“$2,500 range. Business entity returns (1120, 1120-S, 1065) and high-complexity individual returns with equity compensation, multi-state filings, or crypto activity are priced based on scope. We quote every engagement upfront with no hourly surprises, and we submit proposals to prospective clients via our RFP process so you can see the full scope and fee before committing.

Can you prepare prior-year and amended returns?

Yes. We regularly prepare back-year returns for clients who have fallen behind, and we file amended returns (Form 1040-X) when prior filings contain errors or missed opportunities. The IRS generally allows amended returns to be filed within three years of the original filing date or two years of the date the tax was paid, whichever is later. If you're missing multiple years of returns, we'll help you get into compliance and, where appropriate, request penalty abatement through first-time abatement or reasonable-cause arguments.

Do you handle multi-state tax returns and state residency issues?

Yes. Multi-state filings are a core part of our practice. We handle returns for clients with income sourced to multiple states, remote workers whose employers are based in a different state, snowbirds managing part-year residency, and clients relocating from high-tax states like California or New York to Florida, Texas, Nevada, or Tennessee. State residency audits are becoming more common and we help clients properly document domicile changes, track 183-day rules, and minimize audit exposure.

When should I start tax planning for next year?

Tax planning should be a year-round activity, not something you do in February with a shoebox of receipts. The highest-leverage moments are typically mid-year (for a projection and course correction) and Q4 (for final moves before December 31). Strategies like Roth conversions, charitable bunching, tax-loss harvesting, equipment purchases, retirement-plan contributions, and entity-structure changes all have to be executed before year-end to affect the current return. We offer a tax strategy engagement that is separate from tax preparation and focuses exclusively on forward-looking planning.

Get Started

Get Your Tax Preparation Quote

Ready to file with confidence? Schedule a consultation and we'll provide a clear, written quote based on your specific tax situation.

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