Welcome

We create unique solutions for your unique tax needs.

This upcoming tax season has many changes. Please carefully read over our resource page to see which changes will affect you individually.

We are very limited in accepting new clients, its based on availability and client needs. Please email or call us so we can send you an invite to our new client portal.

March 1st is our deadline for you to get your tax paperwork to us and have it in by April 15th. We cannot guarantee anything received after that date to be filed by the deadline. We can however file extensions and finish your taxes until the extended due date of September/October 15th.

We are not your standard tax preparer.

We are your partner in all things taxes.

We don’t just do what you think is right or what the easiest route is – we get to know you, ask questions and consider all the options. We are incredibly knowledgeable about taxes, different tax entities (corporations, LLCs, estates, etc.) and all the options you have for saving money within IRS code. We genuinely care about our clients; we treat you as an extension of our family and we treat your tax return as if it was our own.

We love what we do. We care about helping people and we help through tax preparation because we are good at it and we know how difficult it can be. We are also your partner in tax planning and financial planning. We are a full service tax partner and we look forward to working with you.

Learn about how we work.

We offer a variety of services, specializing in tax preparation and planning.

We assist with the following tax setups:

Corporations

Form 1120 – Corporate Tax Return

Partnerships

Form 1065 – Partnership Tax Return

Non-Profits

Form 990 – Non-Profit Return

Individuals, Sole Proprietors & LLCs

Form 1040 – Individual Tax Returns

Individuals & Families

Forms 1041 and 706 – Estates & Trusts

Subcontractory Forms

Form 1099 – Miscellaneous Filings

We also work with our clients to provide tax planning throughout the year, assisting them with changes in work, business setup, financial planning decisions and any other needs they may have that might impact their tax situation.

"

“Having Shannon Jackson of Taxing Situations handle my business and personal taxes has been priceless. All my questions and concerns are always answered in a timely fashion. I am in a “Worry Free Zone” knowing my taxes are in knowledgeable hands!”

 

– LLC Partnership Tax Return & Individual Tax Return Client

Read more testimonials like this

Let’s find the best solution for you.

We understand that every person, business and tax situation is unique. As such, we want to understand your situation before we determine the best solution for you. Schedule a free consultation and we will happily provide you with some options and an estimated range of the cost of your solution. We look forward to meeting you!