Tax Return Preparation and Compliance

Our goals are to make sure you pay no more and no less than the taxes you owe and to educate you to plan appropriately to manage your tax obligations.

We have the experience and expertise to prepare state and Federal tax returns for:

  • Individuals (Form 1040, 1040-SR, Gift Tax Return Form 709)
    • We provide a free tax withholdings review for all individual return clients
  • Small businesses, including
    • Sole Proprietors and Single Member LLCs (Schedules C for Form 1040)
    • Real Estate (Schedule E for Form 1040)
    • Multimember LLCs and Partnerships (Form 1065)
    • S-Corps (Form 1120s)
    • C-Corps (Form 1120)
  • Non-Profits (Forms 990 and 990-EZ)

All tax return clients receive a complimentary review of their most recent three years of returns.

Contact us with your tax preparation needs!