Expert Tax Preparation & Strategy

For business returns, you'll need profit/loss statements, balance sheets, business expense documentation, payroll records, and prior year returns. For individual returns, you'll typically need: W-2 forms, 1099 forms, interest and dividend statements, mortgage interest statement, property tax records, charitable donation receipts, and last year's tax return.

Business returns have different deadlines: S-Corps and Partnerships are due March 15th, while C-Corps are due April 15th. Individual tax returns are typically due April 15th. Extensions are available if needed.

Business returns typically take 7-14 business days depending on complexity. Individual returns usually take 3-7 business days. Rush services are available for an additional fee.

We accept all major credit cards, debit cards, ACH bank transfers, and checks. 50% payment is due at the beginning of engagement, with the remaining 50% due upon completion.

We use a secure, encrypted client portal with bank-level 256-bit encryption for all document uploads. After your consultation, you'll receive login credentials to your personal portal.

Yes! Our Tax Strategy & Consulting service ($200/hr) provides year-round strategic planning to help you minimize your tax liability through quarterly planning, retirement optimization, and proactive strategies.