Tax Services
Federal Tax Preparation
We prepare annual federal income tax returns for businesses, non-profits, and individuals. We also assist in filing extensions if necessary.
Our federal tax preparation includes:
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Preparation of all IRS forms and schedules
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A copy of your finalized return
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E-filing
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Guidance on payment or refund options
2025 Tax Year Important Dates
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January 26, 2026: IRS Begins Accepting Returns
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March 16, 2026: S-Corp & Partnership Returns Due
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April 15, 2026: Calendar Year Filing Due for Individuals & C-Corps
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September 15, 2026: Extension Deadline for S-Corps & Partnerships
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October 15, 2026: Extension Deadline for Individuals & C-Corps
Ready to get a jump on your 2025 federal income taxes? Schedule a call with our team to get started.
Tax Planning
Tax planning services help individuals and businesses make smart financial decisions that minimize tax liability while staying fully compliant with current laws. As part of tax planning, our team will analyze your income, expenses, investments, and long-term goals to identify strategies that reduce taxes both now and in the future. Tax strategies that our team may suggest include optimizing deductions, choosing an alternate business structure, adjusting the timing of income and expenditures and planning for major life or business changes. The goal of our tax planning service is to create a proactive, year-round approach that keeps your money working for you.
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Do you have a new or unique tax scenario that you have questions about? Reach out to us to see how our team can help you!
State & Local Sales & Excise Tax
We prepare state and local sales tax returns, including state and city Business & Occupancy (B&O) tax returns. In addition, we provide guidance on the tax treatment of products and services.
Our local sales & excise services include:
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Preparation of monthly and quarterly sales and excise tax returns, and B&O tax returns
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Copies of your completed returns
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Filing directly with the taxing authority
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Guidance on payment options to ensure timely payment
Do you have questions about your specific local tax obligations? Reach out to us to see how our team can help you!
Note: The pricing of our various tax services varies depending on size and complexity of each individual tax situation. Please reach out to our team to discuss pricing.