What is included
- Form 1040 with schedules, rental property, K-1s and stock compensation
- Forms 1120, 1120-S, 1065 and state returns for every state you operate in
- Estate and trust returns (Form 1041, Form 706)
- Year-round planning and quarterly estimate calculations
How we prepare your return
Every return starts with a checklist in your secure portal, so nothing is missed and nothing travels by email. A preparer builds the return, a licensed CPA reviews and signs it, and you approve it electronically with Form 8879 before anything is filed.
Planning, not just filing
Tax preparation is the moment we see your whole year. When we spot a missed election, an estimated-payment gap or a better entity structure, we tell you, and we put a number on it. Most planning conversations happen in the same engagement at no extra charge.
Multi-state and unusual situations
Clients who moved, work remotely for an out-of-state employer, own rental property elsewhere or hold equity compensation need returns in more than one state. We prepare them together so credits and residency rules line up.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 30-minute consultation if you would rather talk it through first.