Tax Preparation
Accurate filings, by the deadline, coordinated with your strategy. The return is the end of a year of planning, not the first time we talk in 12 months.
If you only need a return
Plenty of people want tax preparation as a drop-off. Documents in, return out, rinse and repeat. While that’s all some people need, it’s not how I work. I will only prepare a business return if I keep the books. A personal (1040) return does not need bookkeeping, but tax planning is still required.
What’s available
- Personal. Form 1040 and the state filings that apply.
- Partnership. Form 1065, the K-1s that go with it, and the state filings that apply.
- S Corporation. Form 1120S, the K-1s that go with it, and the state filings that apply.
- Schedule C. Sole proprietors and single-member LLCs. Filed with the personal return.
- Estate, Trust, and Gift. Form 706, Form 1041, Form 709.
How it works
Everything happens online: a secure portal for documents, e-signatures, and video calls when we need them. Engagements are flat fees, monthly for business clients and annual for personal returns. The minimums are laid out in the questionnaire.