Services
Tax Planning and Compliance
Tax return preparation and year-round planning for individuals, partnerships, and corporations.
This service is for individuals and business owners who need their tax returns prepared accurately and want to plan ahead rather than just file at year-end. We work with multi-state filers, S-corp elections, and high-net-worth individuals, and look for creative, compliant ways to minimize your tax liability and maximize your refund.
This includes individual returns (Form 1040), partnership returns (Form 1065), and corporate returns (Form 1120), along with tax planning throughout the year to help you anticipate your tax position. Planning includes both quarterly check-ins and year-end projections, and we’re available for a call, Zoom, or Teams meeting whenever you need us.
Clients often reach out when they’re forming a new business, going through a major liquidity event, or have received an IRS notice — though you don’t need a specific reason to start the conversation.
Engagements are tailored to your situation and billed hourly. We start with a no-commitment conversation directly with the managing partner to understand your needs before setting up the arrangement.