Tax Preparation Services

Your return should reflect what actually happened in your business—not guesses, incomplete records, or numbers thrown together at the last minute.

Accurate Filing Starts With Accurate Numbers

You worked all year to make the money. Your tax return should not be based on numbers pulled together at the last minute.

My tax preparation services are for individuals and business owners who want accurate filing, clear communication, and a tax professional who understands how their bookkeeping, business activity, and tax return all connect.

This is not just about submitting forms. It is about making sure your income is reported correctly, your eligible deductions are considered, and your return reflects what actually happened during the year.

Accurate Tax Filing for Business Owners Who Want Their Return Done Right

What’s Included:

  • Federal and applicable state tax preparation

  • Review of income, tax documents, and business activity

  • Review of eligible business deductions

  • Schedule C or applicable business return preparation

  • Electronic filing when eligible

  • Review of your completed return and tax outcome

  • Secure document collection and delivery

How Tax Preparation Is Priced

Every tax return is different. Your final investment depends on the complexity of your tax situation, the number of forms required, and the completeness of your records.

SELF-EMPLOYED TAX RETURNS

Starting at $599

Best for sole proprietors, single member LLC's, independent contractors, 1099 earners, and individuals reporting business income.

This may be a fit if:

You file business activity on Schedule C

You have complete and supportable income and expense records

You want your eligible business deductions properly considered

You want clear communication about your return and tax outcome

Includes:

  • Federal and applicable state return preparation

  • Schedule C preparation

  • Review of business income and deductions

  • Electronic filing when eligible

  • Completed-return review

BUSINESS ENTITY RETURNS

Custom Pricing

For partnerships and S corporations that require a separate business tax return. Pricing is based on entity type, business activity, states involved, forms required, and overall complexity.

This may be a fit if:

Your business files a separate entity return

Your bookkeeping is complete and current

Your financial reports are ready for tax preparation

You want your business activity reviewed and reported accurately


Includes:

  • Preparation of the appropriate federal business return

  • Applicable state return preparation

  • Review of business financial reports and tax documents

  • Electronic filing when eligible

  • Completed-return review and explanation of the outcome

Important

Tax preparation does not include bookkeeping cleanup.

Your return must be prepared using complete and supportable financial information. If your books are behind, inaccurate, or incomplete, Books Back in Order™ may be required before your return can be completed.

Tax preparation also does not include monthly bookkeeping, proactive tax planning, financial advisory, audit representation, funding readiness support, or reconstruction of an entire year of business activity within the tax preparation fee.

Any additional services will be discussed and quoted separately.

What You’ll Need to Do

To keep the process moving, you will be responsible for:

Completing the required intake process

Providing all requested tax documents

Providing accurate and complete information

Responding to clarification requests by the established deadlines

Providing bookkeeping reports or business records when applicable

Reviewing and approving your return before filing

Incomplete records may delay preparation or require additional paid services.