Prepared, signed, and defended by a license.
Individual, S-corp, partnership, and corporate returns, including multi-state filings. Every return is prepared and reviewed by a licensed CPA or IRS Enrolled Agent. No unlicensed preparers, no interns. Every figure is checked against source documents, and the firm’s principal CPA signs it. If the IRS ever asks about it, the person who signed it answers.
What comes with the return.
Business Returns: 1120-S, 1065, 1120, K-1s & Capital Accounts
Forms 1120-S, 1065, and 1120 with the schedules trades businesses generate: depreciation and §179 elections, vehicle and equipment schedules, owner basis tracking, and K-1s your personal return can use.
Individual Returns: Schedule C, Schedule E & Capital Gains
Form 1040 with business income, rental property, and multi-state situations, including trucking apportionment. It is prepared alongside the business return so the two never contradict each other.
Multi-State Filings
Apportionment and nonresident filings for businesses that work across state lines, filed where you owe and not where you don’t.
Second Opinions & Back Returns
Prior-year returns reviewed for missed deductions and errors, and unfiled years brought current in the right order. That is usually the first step in any IRS resolution.
What clients ask about tax preparation.
What documents do you need to prepare my return?
For a business: your bookkeeping file or bank statements, prior-year return, asset purchases and loan documents, and payroll reports. For individuals: the usual income forms plus anything with a story behind it. We send a checklist built for your return through the portal at the start, so you gather everything once instead of in a dozen emails.
How does fully virtual tax preparation actually work?
You upload documents to the encrypted portal, we prepare and review, and you approve and e-sign from wherever you are. A scheduled call covers questions. The only difference from an office visit is the drive.
I haven’t filed for a couple of years. Where do I start?
With the oldest year and a deep breath. Unfiled returns are common, the fix is procedural, and voluntary filing is dramatically better than waiting for the IRS to file a substitute return on your behalf. Substitutes give you none of your deductions. We sequence the catch-up, prepare the years, and handle any notices that follow.
Will you review a return another preparer filed?
Yes. Second opinions are a standing service. We look for missed deductions, misapplied elections, and errors worth amending. If the return was done well, we’ll tell you that too. The review ends with an honest answer either way.
One firm, one ledger.
Plan Before You File
The return records decisions already made. Planning is where the decisions get made: entity structure, equipment timing, owner pay, before December 31.
Tax Planning →Books That Feed the Return
A return is only as good as the ledger under it. Monthly reconciliation turns filing season into assembly.
Bookkeeping →If the Agency Writes Back
Notices, exams, and back years handled by the firm that prepared and signed the return.
IRS Representation →The general document list.
A starting point. Wondering about the deadline itself? See tax due dates.
Filing as an individual
Prior-year return (new clients), W-2s, all 1099s, mortgage interest (1098) and property tax statements, childcare provider information, and records of any retirement or HSA contributions.
Filing for a business
Your bookkeeping file or year-to-date bank and card statements, prior-year return, a summary of asset purchases and disposals, loan documents, and payroll reports.
The checklist builder asks a few questions and prints the list that fits your situation.