Preparation

For many traditional taxpayers, tax preparation is the core service they may require. While we encourage a deeper relationship with clients than meeting annual filing obligations, we also wish to meet their preparation needs at a minimum. We provide services for our clients at the federal and state level for all of the following returns:

  • Individual Income Tax Returns

  • Partnership Income Tax Returns (Partnerships & Limited Liability Companies)

  • Corporate Income Tax Returns (S Corporation & C Corporation)

  • Fiduciary Income Tax Returns (Trusts & Estates)

  • Split-Interest Trust Returns

  • Gift Tax Returns

  • Estate Tax Returns

  • Tax-Exempt Organization Returns

Aside from these tax returns and forms we provide assistance in the preparation of other informational returns (see: compliance). Please contact us to learn more.

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