Tax Preparation & Planning
Individual Tax
Everyone has unique tax filing needs, and we understand that each person encounters different challenges and opportunities. To accommodate these diverse requirements, we provide flexible filing options, including convenient phone appointments and in-office consultations tailored to your busy schedule.
Our team of tax professionals is highly experienced and dedicated to helping you navigate the complexities of tax law. We take the time to thoroughly review your financial situation, identifying potential deductions, credits, and exemptions for which you may qualify. Our goal is to maximize your tax refund, ensuring that you keep as much of your hard-earned money as possible.
Standard
- Employment Income
- Dividends
- Interest
- Investment Income
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Starting at $380
Premier
- Employment Income
- Dividends
- Interest
- Investment Income
- Self-employment Income
- Pass-through Income
- Rental Income
Starting at $635
Executive
- Employment Income
- Dividends
- Interest
- Investment Income
- Self-employment Income (Multiple)
- Pass-through Income (Multiple)
- Rental Income (Multiple)
Business
If your business is a C Corporation, S Corporation, or Partnership, you’ll need to file an annual income tax return with the IRS. This crucial step helps you accurately report your income, expenses, and profits. Since every business has its own unique needs, a tailored approach to tax compliance is key! Our dedicated team is here to guide you through the regulations, ensuring you maximize your deductions and credits while fully complying with federal and state requirements. Concentrate on expanding your business, and we’ll take care of the tax complexities with enthusiasm! Every business is unique, and we can help ensure that your business complies with applicable tax laws and regulations.
Business Standard
- Form 1120, 1120-S or 1065
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Starting at $925
Business Premier
- Form 1120, 1120-S, or 1065 preparation
- Form 1040 (for single owner)
Starting at $1500
Business Executive
- Multiple Form 1120, 1120-S, or 1065 preparation
- Multiple Form 1040
Estate and Gift
Along with standard tax preparation, we are qualified to handle trust, gift, and estate tax returns. We carefully prepare these types of returns and ensure they are filed on time to avoid penalties.
Estate
- Form 1041 (Fiduciary Income)
- Form 706 (Estate Tax)
Starting at $375
Gift
- Form 709 (Gift Tax)
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Starting at $375
