Tax Preparation Services for Individuals and Businesses
Tax returns prepared and filed by someone you can reach throughout the year. We work with individuals, retirees, self-employed workers and small business owners.
Tax Preparation for Your Income and Situation
What a return involves depends on where your income comes from and what changed during the year. Paycheck, side business and rental property each bring different details to review.
Individuals and Families
We prepare your individual income tax return and review the supporting documents. We also look at last year’s filing and ask about changes that could affect this year’s return.
Retirees and Retirement Account Holders
Social Security benefits, pensions and retirement account withdrawals can have different tax treatment. We review your income statements and the rules that apply to your situation rather than assuming all retirement income is treated alike.
Self-Employed Workers and Contractors
Business income, expenses, mileage records and estimated payments all need attention. We review the deductions that may apply and help organize the information needed for your return. If your receipts and records need sorting first, we can discuss bookkeeping support alongside tax preparation.
Small Business Owners and Landlords
We prepare partnership and S corporation returns, along with rental income reporting where needed. Organized, reconciled books give us a clearer starting point than a folder of bank statements.
Your Return Reviewed as a Whole
Income forms only tell part of the story. We also ask about changes in your household, work and business so the return reflects your circumstances.
Income and Supporting Documents
We review your income statements and identify the forms and schedules needed. Bring last year’s return so we can check prior entries and any amounts that may carry forward.
Deductions and Credits
Tell us about changes such as a new child, education expenses or a new business. We review potential deductions and credits against the eligibility requirements.
Filing Requirements
We identify the returns required for your situation. Tax withheld from your income does not, by itself, establish whether you still need to file.
How Our Tax Preparation Process Works
You should understand your return before you sign it. Our process gives you time to review the figures and ask questions before filing.
Start With a Short Call
Tell us about your income, last year’s return and anything that has changed. We discuss the work involved and explain the fee before getting started.
Gather Your Documents
We provide guidance on the records needed for your return. These may include income statements, mortgage interest records, education expenses and your previous filing. Business owners should also provide their bookkeeping records.
Review the Return Together
You receive a draft and an explanation of the figures before submission. This is your opportunity to check the details and ask questions.
Authorize Filing and Keep Your Copies
Once you approve the return and complete the required authorizations, we submit it using the appropriate filing method. You receive copies for your records.
Know Your Tax Preparation Cost Before We Start
Your fee reflects the work your return requires. We explain the scope and provide a quote before preparation begins.
A Flat Quote Up Front
We review your previous return and discuss what changed. There is no hourly meter running while you look for a receipt.
What Affects the Price
Business schedules, rental properties, separate business entities and multiple years of filings can add to the work. A straightforward employee return generally requires less preparation than a return with business and rental income.
Keep Your Bookkeeping and Tax Preparation Connected
For business owners, accurate records make tax preparation easier to manage. Keeping both services together helps reduce the need to reconstruct transactions at year-end.
Start With Organized Books
Regular reconciliation helps identify questions while the transactions are still recent. When filing season arrives, the records are already organized for review.
Have Someone to Contact Throughout the Year
A tax notice or a question about estimated payments may arrive outside filing season. You can contact the person who prepared your return and discuss the next step.
Frequently Asked Questions
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A straightforward return sits at the lower end of our pricing. We provide the exact fee after reviewing your situation and discussing the work needed.
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Possibly. Withholding and filing requirements are separate matters. We review your income and circumstances to determine which returns are required.
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Yes. We review your business income and expenses, prepare the applicable schedules and discuss estimated payment requirements.
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The treatment depends on the type of income and the rules that apply to you. Provide your Social Security, pension and retirement account statements so we can review them together.
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Yes. Bring the records you have and tell us which years remain unfiled. We will identify any missing information and discuss the work required.
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Start with last year’s return and your current income statements. Include relevant records for mortgage interest, education expenses and childcare. Business owners should also provide their books or available financial records.
Let’s Start With Last Year’s Return
Book a free initial call and tell us what you need. We will review the scope, explain the next steps and provide a fixed quote before preparation begins.