Tax compliance services
Individual tax preparation.
Federal and state returns for individuals and families, prepared by credentialed professionals who work on complex returns every day rather than only in season.
What we handle
Form 1040 and everything attached to it.
Congress changes the rules constantly. Deductions, credits and reporting requirements are easy to miss unless you live in the tax world. Without the right professional you risk paying more than necessary, or filing an incorrect return that creates a problem with the IRS later.
- Form 1040. U.S. Individual Income Tax Return, with all applicable schedules
- State income tax returns and multi state allocations
- Schedule C for sole proprietors and single member LLCs
- Schedule E for rental real estate, royalties, partnerships and S corporations
- Investment income, capital gains and loss carryforwards
- Flow through income from your business entities, reconciled to the K-1
- Foreign reporting requirements where they apply
- Estimated tax calculations and quarterly payment scheduling
- Amended returns and prior year filings
A note on planning
Preparation reports what already happened. If your objective is to reduce a six figure liability going forward, that is a planning engagement and it belongs with our affiliate. Proactive Tax Advisors →
Why clients choose us
Four things you get.
Expert accuracy
Precise preparation, compliant with current law, by credentialed professionals rather than seasonal staff.
Nothing left on the table
Every deduction and credit you are entitled to, identified and substantiated.
Time back
You hand it over once and stop thinking about it. That is the deliverable.
Defensible positions
Led by an Enrolled Agent who represents taxpayers before the IRS. Positions are taken knowing how they hold up.
Who this is for
Complex returns, not simple ones.
We work with business owners, real estate investors, and high income professionals whose returns involve multiple entities, multiple states, or significant investment activity.
If your return is a single W-2 and a standard deduction, we are not the right firm and we will tell you so. The value we add shows up where there is complexity to manage and positions to defend.
Get started
Let us take the back office.
Schedule a complimentary consultation. We will tell you what the work involves and what it costs before you commit to anything.