Tax Preparation

Overview

We prepare returns with a focus on accuracy, compliance, and clear guidance so you feel confident about what’s being filed and why.

Helpful reminders: Individual returns are generally due April 15 (or October 15 with extension). S-Corp and Partnership returns are due March 15 (or September 15 with extension). Estimated tax payments are typically due quarterly.

Key due dates

• Mar 15 — S-Corp / Partnership return or extension (as applicable)
• Apr 15 — Individual return or extension
• Apr 15 — Extension filing deadline (Forms 4868 / 7004, as applicable)
• Sep 15 — S-Corp / Partnership extension deadline
• Oct 15 — Individual extension deadline

Note: deadlines can shift for weekends/holidays.

What’s included

• Individual returns (Form 1040) and common schedules (A, C, E)
• W-2, 1099, and self-employment income support
• Dependents, credits, and deductions (where applicable)
• Year-over-year consistency checks and basic clean-up
• E-file coordination and follow-up questions as needed
• Common forms support (1098, 1099-R, 1099-INT/DIV, etc., as applicable)
• Basic tax-saving opportunities review (credits/deductions where eligible)
• State filing coordination (when applicable)
• Clear summary of results and next steps before e-file
• Support for IRS notices related to returns we prepared (scope dependent)

What to expect

• Start with a quick consultation to confirm scope and timeline
• Upload documents securely using the Client Links page
• We review, ask any clarifying questions, and prepare your return
• You’ll review the final numbers before filing
• Filing and confirmation once authorized

Next steps

If you’re ready, schedule a consultation or upload documents securely through the Client Links page.