Services
We are predominantly a tax preparation company, and unlike other tax options you might have, we focus only on taxes. But, we offer a range of services that relate to taxes. We are experts in tax preparation, with over 20 years of experience. We are passionate about knowing and understanding taxes so we can help you to save the most money while adhering to IRS codes. Our clients range in setup, but we specialize in the following:
- Corporations – Form 1120, Corporate Tax Return
- Partnerships – Form 1065, Partnership Tax Return
- Estate and Trust – Form 1041, Estate and Trust Tax Return
- Gift- Form 706/709 – Gift Tax Return
- Non-Profits – Form 990, Non-Profit Return
- Individuals, Sole Proprietors and LLCs – Form 1040, Individual Tax Returns
- Subcontractor Forms – Form 1099, Miscellaneous Filings
We don’t just file your taxes though. We are your partner in all things taxes. What really sets us apart with our clients is that we offer tax planning throughout the year. We want to help you to feel more comfortable and confident with your tax situation, which we know can be stressful and confusing. We genuinely want to help. So, we will happily talk to you about anything related to your taxes, such as:
- Your personal and business setup to make sure you’re in the most advantageous situation (should you switch your business to a corporation instead of an LLC, should you be contributing more to your retirement plans, should your benefits be in a different setup).
- Any changes to your financial and tax situation throughout the year – if you start making more or less income than expected, take on a separate income stream, inheritance, etc.
- Any financial decisions you might be making. We gladly partner with you and/or your financial planners to discuss any financial decisions you are considering to insure they will not have an adverse impact on your taxes.
The bottom line is that we are your partners. We value our clients, treat them like an extension of our family, and we are here to support you. We are invested in you from the beginning.
How it works:
Our relationship starts with a free consultation. We will schedule a time to sit down and get to know you, your work and/or business and discuss how you are set up personally and/or how your business is set up (corporation, LLC, etc.). We will review options for how you could be set up differently and if there are any ways that you could save money. We will present you with the taxing advantages and disadvantages of each option.
Following the consultation, we will provide you with an estimate of what your tax preparation will likely cost, with a low to high range. We do not provide an exact estimate of services because every taxing situation, person-to-person and year-to-year, is unique.
When it comes time for us to file your taxes, you will schedule an appointment at which you will provide us with your gathered tax paperwork. At the meeting, we will go through your compiled paperwork together so that we can ask any question or fill any gaps that might be present. Unlike many tax preparers, we do not prepare your taxes while you sit in the office. We do due diligence to make sure we have everything that we may need, and have follow-up calls to make sure your taxes are thoroughly complete to save you the most money. Again, we take our responsibility seriously to support you in saving the most money we possibly can, while always following IRS code.
When we sit down with you, we will schedule a date that we will be preparing your taxes. During high demand periods, March 1st-April 15th, your wait period will be longer as we are doing our best to keep up with the demand.
Once we have completed your taxes, you will come in to sign, pick up, analyze and file your taxes. At that meeting, we will also discuss tax planning for the year ahead, which is free of charge.
We charge for tax preparation but we do not punch the clock on all our meetings – we are not in this business to make the most money off our clients we possibly can. We are in this business because we honestly care about clients and this is how we support people and their families. We believe in being your partner and as such, we charge you for tax preparation and larger services, but we offer planning and support conversations throughout the year free of charge. Because we are here to support you and save you money, not cost you more money.