Tax Preparation
Federal and state returns prepared, reviewed, and filed, with your business and personal filings coordinated so nothing falls through.
What it is
We prepare and file your federal and state returns each year: personal, business, or both. For most sole proprietors, single-member LLCs, and partners, business income flows onto the personal return, so those two things have to be handled together rather than by two separate people who never talk.
Tax preparation is the baseline of an ongoing relationship, not a once-a-year transaction. Because we work with you year-round, we already know your situation before filing season starts.
Who it's for
- Individuals filing a 1040 with W-2, freelance, or investment income
- Owners filing Schedule C, E, or F income on their personal return
- Businesses filing as an S-corp (1120-S), partnership (1065), or C-corp (1120)
- Owners coordinating both personal and business returns
- Anyone who has been filing on their own and has outgrown it
What's included
- Federal and state return preparation
- Electronic filing for all jurisdictions
- K-1 preparation and distribution where applicable
- Estimated quarterly payment tracking
- Secure document portal with all years retained
- Response support for notices on returns we prepared
Where it fits
Tax preparation is the foundation of every membership. Both the Individual Tax and Business & Entity Tax base plans include it. Which one you need depends on how your business is structured.