Tax Preparation Services
Mystified or overwhelmed by the thought of preparing your taxes by yourself? You’re not alone.
The U.S. Tax Code is almost 7,000 pages long - and if you include tax regulations and federal tax guidance, that number leaps up to ten times that number - over 70,000 pages! (Also, what is the difference between tax code and tax regulation and tax guidance???) There’s a lot to know about tax, and let’s get real, does anyone actually want to read all those pages?
You don’t. That’s why you’re here.
Tax preparation services we offer:
Small Business Tax Returns
Are you a partnership, LLC, or S-corp looking for someone else to interpret the tax law changes, find deductions or credits you qualify for, and prepare the forms? Running a business can be an extensive, consuming process, and you didn’t go into business to learn all the rules of taxation (unless you’re an accounting firm, like us). Let us wear that hat for you. We’ll decipher the rules and translate them into a language that normal people understand.
Our team has experience with a variety of industries, including medical, veterinary, construction, engineering, e-commerce, real estate, and more.
Common information needed for business tax prep:
Balance sheet
Income statement
Fixed asset information
Ownership percentages
Business tax return preparation services starting at $1,200. Bookkeeping clean-up is available and billed at our hourly rates. Custom pricing if we do your personal taxes too!
Personal Tax Returns
Whether you’ve got a straightforward return and just want someone to do the paperwork so you don’t have to, or if you have a million 1099s that you aren’t sure what to do with, our team will take on the tedious task of preparing your tax returns and seek out any deductions or credits you may qualify for.
Common documents needed for tax prep:
W-2s
1099s (NEC, MISC, INT, DIV, consolidated)
Business income information (K-1s, self-employment info)
Itemized deductions: mortgage interest, property taxes, charitable contributions, medical expenses
Personal tax return preparation services starting at $800. Custom pricing for multiple personal returns such as for dependents.
Not-For-Profit Tax Returns
There is a lot of complexity and compliance required even for the simplest organizations, and it can be overwhelming to navigate on your own. Let us focus on making sure all the right boxes are checked and information is reported accurately, so that you can focus on your organization’s mission. We’ll take care of you so you can take care of the community you’re from.
Common information needed for not-for-profit tax returns:
Statement of Financial Position
Statement of Activities
Statement of Functional Expenses
Board of directors information
Not-for-profit tax return preparation services starting at $1,200. Includes federal Form 990 and required schedules, state return, and any required charitable registry forms.
Tax Preparation FAQs
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The initial filing deadlines are:
March 15th for businesses
April 15th for individuals
May 15th for non-profits (on a calendar year-end)
Our firm automatically files for extensions for all clients.
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The IRS allows an additional six-months to file your returns if you file an extension form. This gives you more time to gather all of your information without feeling rushed.
Extension deadlines are:
September 15th for businesses
October 15th for individuals
November 15th for non-profits (on a calendar year-end)
While we extend all of our clients, we prepare and file returns upon receipt of complete information.
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This is tax prep, not dating. Extensions are a common practice, especially now that our tax code is ~7,000 pages long. It does not open a taxpayer up to any more scrutiny than a non-extended return.
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Our turnaround time is based on the date we have received all of your information. An average timeframe is approximately 3 weeks.
Contact Us
Interested in working together? Let us know what you need and we will be in touch. Talk to you soon!