Service 02

Tax Preparation and Planning

Returns prepared carefully and a forward plan that reduces surprises at filing time.

Who it is for

Individuals with complex situations, owners paying personal tax on business income, and small businesses filing corporation or partnership returns.

Filing taxes without a year-round strategy often means missed deductions, reactive decisions and unexpected balances.

Included

Federal and state return preparation

Personal, business and entity returns as needed

Quarterly estimated tax planning

Year-round planning reviews

Coordination with payroll and bookkeeping

Have questions about this service? Susy can explain what applies to your situation before any work begins.

Susy reviews what you already have, confirms the work that is needed and explains how it will be handled.

We map the year ahead with key dates and milestones

We gather and review source documents thoroughly

We prepare the return and review it with you in plain language

We file electronically and confirm acceptance

Before we meet