Tax Services
Tax Preparation
Returns for corporations, partnerships, trusts and high net worth individuals — built by a CPA, reviewed by tax counsel before it is signed.
All Tax ServicesWhat this is
We prepare and file returns for corporations, S corporations, partnerships, trusts, non-profits, private foundations, gift tax filers and high net worth individuals. Every return is built by a licensed CPA and reviewed by tax counsel before it is signed.
What is included
- Federal, multi-state and local filings for every entity type we serve
- Trust, estate, gift and private foundation returns
- Second-set-of-eyes review by tax counsel on every filing
- Estimated payment schedules so nothing arrives as a surprise
- Year-round access, not a February-to-April relationship
Who this is for
- Businesses with more than one entity or more than one state
- Families with trusts, foundations or gifting programs
- Anyone who has outgrown a one-person shop
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Multi-year plans that decide the tax outcome before the year closes — entity structure, comp design and timing, quantified in advance.
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A three-year look back that quantifies exactly what your prior returns missed — before you commit to anything further.
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Audits, liens, levies and offers in compromise, handled by attorneys admitted to practice before the U.S. Tax Court.
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Free consultation, up to 60 minutes
Talk through tax preparation with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.