Tax preparation
The return is where the plan becomes record.
Individual, partnership, and corporate returns prepared in house and signed by an Enrolled Agent. Use the estimator for a starting figure. Your fee is confirmed in writing before work begins.
What is included
Prepared once, and prepared correctly.
- Federal and state returns for individuals, partnerships, S corporations, and C corporations
- Extensions and estimated payment vouchers where the return calls for them
- Information returns, including Forms W-2 and W-3
- Trust, estate, gift tax and exempt organization returns
- Correspondence on notices for returns we prepared
- A secure client portal for documents, signatures, and delivery
Filing is priced per return and quoted before we begin. There is no annual commitment and no retainer.
Every return is reviewed and signed by an Enrolled Agent, a credential that permits representation before the Internal Revenue Service. When a return shows a planning opportunity, we will tell you, and the decision to go further is yours.
Estimator
Estimate your filing fee.
Select the returns, schedules, and filings that apply. The figure updates as you go, and you can send it to us with one click.
Beyond the return
Filing records the year. Planning changes it.
If your return carries several entities, rental activity, equity compensation, or a sale on the horizon, the larger savings sit in the planning that happens before the return is prepared.