Tax Preparation

We offer a digital tax preparation experience for both individual and business. There are always more at least two sets of eyes on each return, ensuring that each return is prepared as accurately as possible, with the best tax outcome.

All returns are prepared for E-Filing with digital signature.

We prepare the following returns, including all schedules and required forms, in addition to required states.

 

Individual Tax Preparation

Form 1040 - Individual Income Tax Return - Due April 15th

Business Tax Preparation

Form 1065 - Partnership Income Tax Return - Due March 15th
Including K-1s for each partner

Form 1120 - Corporation Income Tax Return - Due April 15th

Form 1120S - S Corporation Income Tax Return - Due March 15th
Including K-1s for each shareholder

Other Tax Preparation

Form 2553 - Election by a Small Business Corporation - Usually Due by
March 15th

Form 7004 - Business Tax Extension - Due by the original return due
date

Form 4868 - Personal Tax Extensions - Due by the original return due
date

  • Documents can be provided electronically using our Tax Portal - Intuit Link.

    Once your documents are received, one of our staff will prepare your return, and will provide a listing of items that may be needed for us to complete your return.

    Refunds / Tax due for most returns can be done direct deposit / ACH by providing account information when providing your tax information.

    Your return will be reviewed by one of the partners.

    A Digital copy of your return will be sent for you to review.

    Electronic Signature form will be sent for you to sign, authorizing us to file your return

  • As tax season is an intensely busy time of year for us, we expect that our clients.

    • Respect our Internal Client Deadline to provide all documentation needed to complete your return timely and accurately.

    • Provide us with any updated email address, mailing address, or changes in your tax situation that may effect your return.

    • Provide us with any changes to your dependents since your last return was prepared. Did you have a child? If so, Congrats! We need their name, SSN, and Date of Birth. Don’t forget this is a big saver.

    • Respond promptly to all communication and request within a 48 hr. period, as to assist us in minimizing the preparation time on your return.

    • Summarize all business income and expense categories by entity.

      • If you use QuickBooks Online - please add us as an accountant user

      • If you use QuickBooks Desktop - please provide us with an accountants copy so we can send you changes

      • If you use another system - please provide us with the following

        • Balance Sheet Comparison for the year and prior year of the return

        • Profit & Loss (or Income Statement) for the year of the returnDescription text goes here

  • Our tax clients are asked to provide all documents to us one month prior to the return due date…

    February 15th for Partnerships and S Corporations

    March 15th for Individuals and C Corporations

    in order to have your return completed by the due date.

    Please note: additional fees may apply if all documents are not received by our internal client deadline.