Tax Services

Tax Strategy That Goes Beyond Filing a Return

Whether you need accurate tax preparation, proactive advisory, or advanced strategy through Taxsmithing, we help you understand your tax picture, reduce unnecessary burden, and keep more of what you earn.

Tax Preparation

Filing taxes shouldn't feel like guesswork. We prepare individual and business returns with accuracy, thoroughness, and an eye for every legitimate deduction and credit available to you.

Who this is for: Individuals, families, sole proprietors, S-Corps, partnerships, LLCs, and multi-entity business owners who want their returns filed correctly, and who want to understand what their numbers actually mean.

Individual and joint returns (1040, state filings)
Business returns (1120-S, 1065, Schedule C)
Multi-state and multi-entity filings
Prior year and amended returns
E-filing with status tracking

What You Can Expect

Document Review

We review every document and ask the right questions to ensure nothing is missed.

Deduction Optimization

We actively look for credits and deductions, not just the obvious ones.

Clear Timeline

You'll know exactly when your return will be ready and what to expect.

Accuracy Guarantee

We stand behind our work. If we make an error, we fix it and cover penalties.

Tax Advisory

Tax advisory is about planning ahead, not just reacting after the year is over. We help you understand the tax implications of business decisions, investments, entity changes, and life events before they happen.

Who this is for:Business owners, high-income earners, and anyone who wants to stop being surprised by their tax bill. If you're making decisions that affect your finances, you should have a tax advisor in your corner.

Year-round tax planning and projection
Entity structure analysis (LLC, S-Corp, C-Corp)
Estimated tax payment guidance
Strategic timing of income and deductions
Life event tax planning (marriage, home purchase, retirement)

The Cost of Waiting

Most people only think about taxes in April. By then, the biggest savings opportunities have already passed. Here's what proactive advisory looks like:

Q1

Review prior year, set estimated payments, adjust withholdings

Q2

Mid-year check-in, evaluate entity structure, project liability

Q3

Retirement contributions, income shifting, expense timing

Q4

Year-end optimization, charitable giving strategy, final projections

Signature Service

Ready for a Higher Level of Tax Strategy?

Taxsmithing combines deep analysis, custom strategy, and actionable blueprints for business owners who want more than basic filing.

Explore Taxsmithing

IRS Support

Got a notice from the IRS? Behind on filings? Owe more than you can pay right now? Don't ignore it, and don't panic. We help you respond correctly, negotiate when possible, and create a plan to get back on track.

IRS notice review and response
Back tax filing and catch-up
Payment plan setup and negotiation
Penalty abatement requests
Audit representation and support
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Common Situations We Help With

You received an IRS notice

We review it, explain what it means, and handle the response.

You haven't filed in years

We prepare back returns and help you get current without unnecessary penalties.

You owe and can't pay in full

We negotiate installment agreements and explore your options.

You're being audited

We represent you, organize documentation, and communicate with the IRS on your behalf.

Frequently Asked Questions

Let's Talk About Your Tax Situation

Whether you need straightforward tax prep or a complete strategy overhaul, it starts with a conversation. Book a free discovery call and let's see how we can help.