Tax preparation & planning

Stop overpaying. Start planning.

Individual, business, and multi-state returns — prepared by licensed CPAs who plan all year, so April is just a filing date, not a surprise.

IRS e-file authorized
All 50 states
Year-round support
What's included

Every return, handled end to end.

Whether you file a simple personal return or a multi-entity, multi-state business, the same CPA stays with you from intake to e-file.

Individual returns

Form 1040 with Schedules A–E, credits, and deductions — including self-employed and rental income.

Business returns

S-Corp (1120-S), C-Corp (1120), partnership (1065), and Schedule C — with K-1s prepared for every owner.

Multi-state filing

Resident, part-year, and non-resident state returns for owners and businesses operating across state lines.

Year-round planning

Quarterly estimates, entity-structure strategy, and projections so there are no April surprises.

IRS representation

Notices, audits, and payment plans — we respond on your behalf so you never face the IRS alone.

Amendments & back taxes

Prior-year returns, 1040-X amendments, and catch-up filings to bring you current and compliant.

How tax season works with us

Upload, review, file.

No office visits required. Everything happens in your secure portal.

01

Send your documents

Drop W-2s, 1099s, and statements into your secure portal. We send a personalized checklist so nothing is missed.

02

We prepare & review

Your CPA prepares the return, finds every credit and deduction, and walks you through the result before anything is filed.

03

Sign & e-file

Approve and sign online. We e-file federal and state, then plan next quarter so you stay ahead.

Flat-fee pricing

One clear fee. No hourly surprises.

Every engagement is quoted up front in a flat-fee letter. Pick the starting point that fits — we'll confirm your exact fee on a free call.

Individual
W-2 earners, simple returns, and first-time filers.
  • Federal 1040 + one state
  • Credits & deductions review
  • E-file + audit support
Get a quote
Advisory
Owners who want proactive, year-round tax strategy.
  • Everything in Business
  • Quarterly strategy calls
  • Priority year-round support
Get a quote
Questions

Tax questions, answered.

Do I have to come into an office?
No. Everything — document upload, review, signature, and payment — happens in your secure online portal. In-person appointments are available if you prefer.
Can you file in more than one state?
Yes. We prepare resident, part-year, and non-resident returns for all 50 states, so you only file where you actually owe.
What if I'm behind on past returns?
We handle catch-up filings and 1040-X amendments routinely. We'll get prior years filed, respond to any IRS notices, and set up a payment plan if you need one.
How much does it cost?
Every engagement is a flat fee, quoted before any work begins. Your fee depends on entity type, states, and complexity — a free call gives you an exact number with no obligation.
Do you work in Spanish?
Completely. Every advisor is bilingual, and your documents, calls, and return walkthrough can all be in Spanish or English — your choice.
Ready when you are

Get your tax quote today.

Tell us your entity and states and we'll send a flat-fee quote within one business day. No obligation.

(720) 641-8312
Helpful resources

Official reference: IRS.gov ↗