Tax Prep & Tax Returns
Individual, business, trust and multi-state returns prepared and reviewed by senior accountants - with planning that happens before the year closes, not after.
- Returns reviewed twice before they are filed
- Quarterly planning so April holds no surprises
- Representation if the IRS ever comes asking
What the engagement covers
Individual returns (1040)
Wage, self-employed, rental and investment income, including multi-state filings and prior-year amendments.
Business returns
1120, 1120-S, 1065 and Schedule C filings, with owner returns coordinated so nothing contradicts.
Proactive tax planning
Entity elections, retirement contributions, depreciation timing and estimated payments mapped out mid-year.
IRS notice & audit support
We answer the letter, assemble the documentation and speak to the agent on your behalf.
Common questions
When should I send my documents?
Individual clients who deliver by March 1 are filed by the deadline without an extension. After that we file an extension and finish in an orderly queue.
Do you handle prior-year or unfiled returns?
Yes. Catch-up filings are a routine engagement here - we reconstruct the records, file the back years and negotiate penalty relief where it applies.