Tax preparation isn't just about filing forms. It's about understanding how your business decisions affect your tax position, planning ahead to minimize liability, and ensuring compliance without surprises.
Our tax services integrate with your ongoing accounting to provide proactive, year-round tax strategy — not just April scrambling.
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Tax Strategy/Planning Session
One-time or periodic strategic planning sessions to review your tax position, evaluate opportunities, and develop a plan to minimize liability.
Review current tax situation
Identify tax-saving opportunities
Strategic recommendations
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Year-End Tax Planning & Projection Package
Comprehensive year-end planning to project tax liability and implement strategies before year close.
Tax liability projection
Year-end planning strategies
Quarterly estimated tax guidance
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Monthly Advisory/Tax Package
Ongoing monthly advisory that integrates tax planning with your accounting and business strategy.
Monthly tax planning review
Proactive strategy adjustments
Integrated with accounting services
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Tax Return Review/CPA Second Opinion
Independent review of tax returns prepared by another CPA to ensure accuracy and identify missed opportunities.
Comprehensive return review
Identify errors or missed deductions
Written findings report
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Entity Structure/S-Corp Review
Evaluate whether your current entity structure is optimal or if S-Corp election would benefit your business.
Entity structure analysis
S-Corp benefit calculation
Implementation guidance
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New Business Startup & S-Corp Setup
Complete setup services for new businesses, including entity formation, EIN, and S-Corp election filing.
Entity formation guidance
EIN application
S-Corp election filing (Form 2553)
Individual Returns
1040 Basic — W-2 income, standard deduction, simple individual return
Self-Employed
1040 + Schedule C — Self-employment income, business expenses, home office
Rental Income
1040 + Schedule E — Rental properties, depreciation, passive income
Complex Individual
1040 + Schedule C + E — Multiple income sources, business + rental income
Partnership
1065 Partnership Return — Multi-member LLC, partnership K-1s, partner distributions
S-Corporation
1120-S S-Corp Return — S-Corp election, shareholder wages, K-1 distributions
C-Corporation
1120 C-Corp Return — Corporate income tax, retained earnings, dividends
Nonprofit
990 Return — Tax-exempt organization annual filing, compliance reporting
Estate & Trust
1041 Trust Return — Fiduciary income tax, estate administration
Gift Tax
Gift Tax Return (Form 709) — Annual exclusion reporting, lifetime exemption tracking
Multi-State
Additional State Returns — State tax filings for income earned across multiple states
Additional Services
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Business Close/Wind Down
Need tax preparation or planning?
Tax services for business clients are part of our broader service ecosystem. For new business clients, we typically begin with a Financial Clarity Assessment. Tax-only engagements may be available in certain circumstances — reach out and we'll help you figure out the right starting point.
Request a Financial Clarity Assessment →
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