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Tax preparation documents

Services

Tax Preparation

Accurate, proactive tax filing for individuals and businesses. Every deduction found. Every credit claimed.

Individual Tax Returns

Whether you have a straightforward W-2 or a complex return with investment income, rental properties, and multi-state obligations, we handle it all with precision.

W-2 wage earners
Investment income (stocks, crypto, dividends)
Rental property income and deductions
Multi-state filing
Self-employment income
Itemized deductions optimization

Pricing: $300 – $800 depending on complexity

Business Tax Returns

We prepare returns for every business structure. More importantly, we review your entity type every year to make sure you are set up to minimize taxes.

Sole proprietorships (Schedule C)
Partnerships (Form 1065)
S-Corporations (Form 1120-S)
C-Corporations (Form 1120)
Multi-state business filing
Sales tax compliance

Pricing: $600 – $2,500 depending on complexity

What We Need From You

W-2s and 1099s from all income sources
Last year's tax return
Mortgage interest statement (1098)
Property tax records
Business income and expense summary
Retirement contribution records
Health insurance documentation (1095)
Charitable donation receipts

Key Tax Deadlines

January 31

W-2s and 1099s due from employers and payers

April 15

Individual and C-Corp tax returns due

March 15

S-Corp and Partnership returns due

June 15

Q2 estimated tax payment due

September 15

Q3 estimated tax payment + extended returns

October 15

Extended individual returns due

Audit Support Included

If you get a notice, we handle it. All IRS correspondence included at no extra cost.

E-Filing

Faster processing, faster refunds. All returns filed electronically via our secure portal.

Year-Round Access

Questions in July? We are here. Your CPA is available all year, not just during tax season.

Frequently Asked Questions

Ready to File With Confidence?

Schedule a free consultation and get a fixed-price quote for your return.

Book Free Consultation