Tax Preparation

We provide tax preparation services that cover Individual Tax Returns, Business Tax Returns, and Trust and Estate Tax Returns. We believe that tax return outcomes fall into two categories, either as a surprise or as an expected outcome that aligns with your tax planning done throughout the year. Either way, we want your tax preparation experience to be as easy, enjoyable, and predictable as possible.

Individual Tax Returns

Standard

1040

Individual Tax Return

Includes:

W-2

1099-INT

1099-DIV

1099-R

SSA-1099

1099-G

1098-E

Standard Deduction

Single State and No Local Returns

Moderate

1040 or 1040-NR

Individual Tax Return

Includes:

Items in Standard

W-2 G

1099-B

1099-NEC

1099-MISC

Schedule C

Schedule D

Schedule E

Schedule F

Form 8606

Schedula A Itemized Deductions

Form 8812

Form 2441

Form 8863

Form 1116 (single passive category)

Up to Three States or Local Returns

Complex

1040 or 1040NR Individual Tax Return

Includes:

Items in Standard or Moderate

K-1

1042-S

FBAR

Form 8938

Form 1116 (general or treaty-resourced)

Form 2555

Schedule H

Over Three States or Local Returns

Business Tax Returns

1120 C-Corporation

Tax Return

For C-Corporation businesses with active and/or passive shareholders, may have dividend distributions, and understand the importance for the business tax return to reconcile with the company financial statements. We are here to guide you through the filing process of your C-Corporation Tax Return.

1120S S-Corporation

Tax Return

For business owners paying themselves reasonable compensation, who may have other shareholders, who understand the importance of tracking shareholder basis, and need the business tax return to be reconciled with your financial statements each year. We are here to guide you through the filing process of your S-Corporation Tax Return.

1065 Partnership

Tax Return

For business partnerships which may have either active and/or passive partners, who may have partnership agreements that involve guaranteed payments and/or distributions, and value having the business tax return reconciled with the company financial statements each year. We are here to guide you through the filing process of your 1065 Partnership Tax Return

Trust and Estate Tax Returns

1041 Trust Tax Return

For appointed trustees responsible for filing a Trust Tax Return, may have multiple beneficiaries, investment income, and distributions that may be made to beneficiaries in accordance with the Trust.

1041 Estate Tax Return

For appointed executors responsible for filing an Estate Tax Return, may have multiple beneficiaries, investment income, and distributions that may be made to beneficiaries in accordance with a written will, judges orders, or at the discretion of the executor.