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Tax Preparation & Filing

$350.00 every month

Our Tax Preparation & Filing services ensure your returns are prepared accurately, efficiently, and in full compliance with current tax laws. By integrating your bookkeeping with tax preparation, we minimize surprises and help ensure your financial information flows seamlessly from books to tax filings.

Whether you’re an individual or a business owner, your returns are prepared with CPA oversight and clear communication throughout the process.

Best For

  • Individuals seeking accurate, CPA-prepared returns

  • Business owners who want bookkeeping and taxes aligned

Why Clients Choose Our Tax Services

  • CPA-prepared returns for accuracy and compliance

  • Seamless integration with bookkeeping services

  • Proactive guidance throughout the year

  • Clear, jargon-free explanations

Our Tax Preparation & Filing services ensure your returns are prepared accurately, efficiently, and in full compliance with current tax laws. By integrating your bookkeeping with tax preparation, we minimize surprises and help ensure your financial information flows seamlessly from books to tax filings.

Whether you’re an individual or a business owner, your returns are prepared with CPA oversight and clear communication throughout the process.

Best For

  • Individuals seeking accurate, CPA-prepared returns

  • Business owners who want bookkeeping and taxes aligned

Why Clients Choose Our Tax Services

  • CPA-prepared returns for accuracy and compliance

  • Seamless integration with bookkeeping services

  • Proactive guidance throughout the year

  • Clear, jargon-free explanations

Included Services

Individual Tax Services

  • Federal and state income tax return preparation and e-filing

  • Review of deductions, credits, and filing status

  • Itemized or standard deduction guidance

  • High-level tax considerations related to the current-year return

  • Coordination with other income sources (investments, rental income, side business)

  • Assistance with estimated tax calculations

  • IRS/state notice review and support

Business Tax Services

  • Corporate (C-Corp) and pass-through (S-Corp, Partnership, LLC) return preparation

  • Schedule C preparation for sole proprietors

  • Coordination with bookkeeping records for accurate reporting

  • Review of business deductions and credits

  • Review of payroll tax information as reported on the tax return (W-2, W-3, 1099 summaries)

  • Depreciation and amortization schedules

  • Multi-state tax return preparation (when required)

Contact us to learn more