The return matters. So does understanding the situation behind it. Tax preparation, planning and advisory for your business and your individual needs.
Request a free consultationFederal and state income tax preparation, including situations involving self-employment, a single-member LLC or rental property.
Income tax preparation for partnerships and corporations, with the entity’s filing needs and available accounting records considered together.
The return types and jurisdictions included depend on your engagement. Specific filing obligations are reviewed for your situation.
Tax preparation and tax planning are related, but they answer different questions. We can discuss the questions you want to explore and the advice you need beyond completing a return.
Consider how the business picture connects with your individual tax needs.
Bring changing income, business activity or other developments into the planning conversation.
Define the advisory work separately, so you know what is included and what needs a closer look.
Tell us whether you need individual or business support, which returns are involved and what questions you want to address.
Discuss the return preparation, filing jurisdictions and any additional planning or advisory work, along with the fees.
Identify the accounting information and tax documents needed for the agreed work, using the firm’s secure transfer process for sensitive materials.
Entities, filing jurisdictions, available records and planning needs can all affect the engagement. We’ll discuss your requirements and fees directly, without relying on a one-size-fits-all online package.
Request a free consultationIf your business needs bookkeeping or historical cleanup before tax preparation, we can discuss that scope too. If you already have bookkeeping support, tell us how your records are maintained.
Explore bookkeeping & reportingYes. We prepare individual, partnership, S corporation and C corporation income tax returns, including federal and state work. We’ll discuss which returns are part of your scope.
Planning and advisory needs should be discussed when defining the engagement. The depth and timing of that work are not assumed to be the same for every tax-preparation client.
Yes. Start by describing the situation. If business records need cleanup or bookkeeping support, that work can be considered separately from preparing the tax return.
Use the secure transfer link provided by your Boardroom contact. Do not send tax returns, Social Security numbers, bank details or identity documents through an ordinary marketing form or email.
Your initial 30-minute consultation is free. We’ll discuss your tax needs and the next steps.