Tax
Filed on time, planned for all year, never a surprise at deadline.
We prepare the business return and the owner return together, and we talk through the number well before it is due. You can hire us for tax on its own, whoever keeps your books.
Showing for
What we file
Every return and filing, built from books we already know.
If your books are already with us, the return is built from numbers we have been looking at all year rather than a shoebox the week it is due.
- Form 1040, individual
- Form 1065, partnership
- Form 1120, C corporation
- Form 1120S, S corporation
- Form 1041, estate and trust
- 1099 filing and analysis
- Sales tax, monthly and quarterly
- Personal property tax
- Business license applications and renewals
- Amended returns
Tax planning
The work that changes the number happens before December.
Projection
We run the year out from where you sit now, so you can see the number before it is fixed. No guessing in the fourth quarter.
Strategy
Entity structure, timing, owner compensation, and the decisions that actually move the return. We tell you what we would do and why.
Q and A meetings
A standing time to ask before you act. Buying equipment, hiring, adding a location, or taking a distribution all go better as a question first.
Let us look at last year's return and this year's books together.
We will tell you what we would file differently and where planning is worth your time.
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