Tax Services

Strategic tax preparation and planning that minimizes your burden and maximizes your potential.

Tax Services That Go Beyond Filing

Filing your return is just the beginning. Our tax professionals combine deep technical knowledge with proactive planning to ensure you keep more of what you earn — legally, ethically, and strategically.

Individual Tax Preparation

Comprehensive personal tax returns including complex situations: rental properties, stock options, multi-state income, foreign income, and estate planning considerations.

Federal & state returns
Investment income optimization
Deduction maximization
Estimated tax planning

Business Tax Preparation

Expert preparation for all entity types — S-Corps, C-Corps, partnerships, LLCs, and sole proprietors. We handle the complexity so you can focus on your business.

All entity types
Multi-state compliance
Quarterly estimated taxes
Extension management

Tax Planning & Strategy

Proactive, year-round tax strategy designed to minimize your tax burden legally and ethically. We don't just prepare taxes — we plan for them.

Year-round strategy sessions
Entity structure optimization
Retirement planning integration
Income timing strategies

State & Federal Compliance

Stay compliant across jurisdictions with our comprehensive compliance services. We monitor changing regulations so you don't have to.

Sales tax compliance
Annual report filings
Regulatory monitoring
Audit representation

Multi-State Filing

Operating across state lines creates complex tax obligations. We ensure proper allocation, apportionment, and compliance in every jurisdiction.

Nexus analysis
State apportionment
Franchise tax filings
Voluntary disclosure agreements

Key Tax Deadlines

Stay ahead of important filing dates. Missing a deadline can mean penalties and interest.

January 31

W-2s and 1099s due to recipients

March 15

S-Corp & Partnership returns due (Form 1120-S, 1065)

Key filing deadline

April 15

Individual & C-Corp returns due (Form 1040, 1120)

Key filing deadline

June 15

Q2 estimated tax payment due

September 15

Extended S-Corp & Partnership returns due; Q3 estimated payment

Key filing deadline

October 15

Extended individual returns due

Key filing deadline

Frequently Asked Questions

Ready for a Smarter Tax Strategy?

Schedule a consultation and discover how proactive tax planning can transform your financial position.