Tax Planning and Preparation

We provide comprehensive tax planning services for both individual and business clients. Tax planning can be conducted multiple times throughout the year to estimate tax payments or as a year-end review. Our goal is to help you make the most of your hard-earned money. We stay up to date with tax law changes, apply that knowledge to your tax returns, and advocate on your behalf in all tax-related matters.

For tax preparation, we assist individuals in filing the necessary forms for their income tax returns, including those related to agriculture (Schedule F), rental properties (Schedule E), oil and gas income (Schedule E or C), investment income (Schedule B or D), pension income, and small business income (Schedule C).

We also offer tax services for businesses structured as LLCs, partnerships (Form 1065), C corporations (Form 1120), and S corporations (Form 1120S).

Additionally, we support executors and trustees in filing estate and trust tax returns (Forms 1041 and 706). For taxpayers making significant gifts, we help determine the necessity of a gift tax return (Form 709) and assist with its preparation and filing.

Our services extend to not-for-profit organizations, ensuring compliance with annual filings such as Form 990, 990-EZ, or 990-PF.

We also handle all sales tax filings (monthly, quarterly, or annually).