Tax preparation that looks beyond the forms.

Our tax preparation services are designed to do more than enter numbers into a return. We take the time to understand your full tax picture, identify deductions, credits, and other opportunities that may apply, and make sure applicable elections and reporting requirements are addressed as part of preparing the return. We also look for opportunities that may benefit the return we are preparing and identify planning strategies that may help you in future years.

Individual tax returns

We prepare individual tax returns for a wide range of situations. Whether your year included a new job, investments, rental activity, self-employment or business income, a major purchase or sale, retirement decisions, changes in your family, or estimated tax payments, we look at how the pieces fit together and make sure the return reflects the full picture.

If you moved, or you live in one state and work in another, we prepare the state returns that apply.

Business tax returns

A business return should reflect more than the numbers in the books. We look at how income, deductions, credits, owner activity, and tax elections work together, with an eye toward accurate reporting, tax efficiency, and opportunities to reduce the overall tax burden.

We prepare business tax returns for partnerships, S corporations, and C corporations across a wide range of industries. When we prepare both the business and owners' individual returns, we can coordinate the reporting and look at the overall tax picture together.

Trusts

We prepare income tax returns for many common trust situations. If the trust involves more specialized tax or estate matters, we will let you know upfront and discuss the best next step.

IRS and state tax notices

Tax notices can be confusing and are not always easy to interpret. Send us the notice and any related documents, and we will review the issue, determine what action may be required, and explain the recommended next steps. We can also prepare amended returns when a previously filed return needs to be corrected.

Foreign income, FBAR, and FATCA reporting

Foreign income, bank accounts, investments, and other overseas assets can create additional U.S. tax and reporting requirements. We help with foreign income reporting and related deductions and credits, as well as FATCA and FBAR compliance. If your situation involves more specialized international tax issues, we will let you know.

Our tax preparation process

We start by understanding your current tax situation, what changed during the year, what may be changing ahead, and your longer-term goals. That broader view helps us think about both the return in front of us and the tax decisions that may matter in the years ahead.

Once we have the information we need, we prepare the return, follow up on any questions, and perform a thorough review before filing. As part of that process, we look for opportunities that may benefit the current return and identify items that may be worth addressing through future tax planning. We then walk you through the key items so you understand what is being reported and anything you should be aware of.

What documents do I need for tax preparation?

You do not need to have everything perfectly organized before reaching out. Start with what you have.

• Your tax returns for the last three years.
• Any tax-related forms or documents you have received for income, deductions, credits, investments, retirement accounts, or other tax matters.
• A short note about major changes during the year, such as a move, new job, business activity, sale of property, marriage, retirement, or other significant events.
• For businesses, current bookkeeping records and financial statements. If your books need cleanup or catch-up work, we can also help through our bookkeeping and accounting services.