Preparation & Filing

Let’s find your position.

Use a Licensed Tax Professional when preparing your tax forms for greater peace of mind, knowing that your filing is complete and accurate, and that you’ll be paying the legal minimum every time.

A family of three walking on a trail through a forested mountain area. The adult woman and man hold hands with a young child dressed in red. The man carries trekking poles and wears a blue jacket, while the woman has a backpack. The scene is misty with tall evergreen trees and mountains in the background.

Individual Filings

    • Form 1040

    • Form 1040-SR

    (Dependent Form 1040 | $100/ea)

    • Schedule A

    • Schedule B

    • Schedule D

    • Schedule C

    • Schedule E

    • Schedule F

    • Form 8812

    • Form 8839

    • Form 8962

    • Form 8863

    • Form 4562

    • Form 8829

    • Form 8995

  • State Income Tax Returns are each billed at 20% of the matching Federal Income Tax Return’s fee.

    Additional state forms are billed at $40/ea.

  • Receive a customized, annual plan full of strategies to minimize your tax bill.

  • Receive bookkeeping, profit/loss reporting, and tax guidance for any number of months.

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Business Filings

    • Form 1065

    • Form 1120

    • Form 1120-S

    • W-2

    • 1099-NEC, MISC, INT

    All forms are e-filed with IRS and mailed to the payee

  • State Income Tax Returns are each billed at 20% of the matching Federal Income Tax Return’s fee.

    • ST-3

    • ST-389

    *Fee is for SC filings listed, other states may vary.

    • PT-100

    *Fee is for SC filings listed, other states may vary.

  • Receive a customized, annual plan full of strategies to minimize your tax bill.

  • Receive bookkeeping, profit/loss reporting, and tax guidance for any number of months.

    • Articles of Organization

    • EIN Assignment

    • Operational Agreement

    • BOI Report

Ready to file? Schedule a free Tax Strategy Call below.