Tax
Tax planning all year, not just in April.
We prepare and file returns for individuals and businesses, and we plan ahead during the year so the return holds no surprises. A partner leads every engagement.
What's included
- Individual returns (Form 1040), including multi-state
- Partnership (1065), S-corp (1120-S) and C-corp (1120) returns
- Year-round and year-end tax planning
- Quarterly estimated tax payments
- Entity choice and S-corp owner compensation review
- State and local filings across multiple states
Common questions
Can you take over partway through the year?
Yes. We start by reviewing last year’s returns and this year’s numbers to date, then set up a plan for the rest of the year.
What should I bring to the first meeting?
Your last two years of returns, any letters from the IRS or your state, and recent financial statements if you own a business.
Talk to a partner.
Tell us what you need and we will tell you plainly how we can help, in English or Spanish.