Tax preparation

Returns we prepare

• Individuals and families: Form 1040, including rental property, investments, self-employment and multistate returns
• Businesses: S corporations (1120-S), partnerships and multi-member LLCs (1065) and C corporations (1120)
• Trusts and estates: fiduciary returns (1041) and final individual returns
• Gift tax returns (709) and other specialty filings

How it works

• Start with our short inquiry. If your answers fit our standard intake, you create your secure portal account and upload requested documents; otherwise, we follow up by email first. Your intake stays pending until our team accepts your engagement.
• After we agree on scope and fees, our team prepares your return and a CPA reviews it before filing.
• Review your return and our explanation in the secure portal, ask any questions, and sign the required e-file authorization before we file.
• If a tax notice arrives later, send it through the portal. We will review it and confirm the scope and fees for any response work.

Year-round, not just in April

Questions come up all year. A new job, a home sale, a business that starts making money. You can reach someone who already knows your file, so you get a real answer instead of starting from scratch.