Tax preparation
We prepare business and personal tax returns. Every return follows the same standard: it is prepared, independently reviewed and signed off by a partner before it is filed. Three sets of eyes, every time.
Year-round tax planning
Preparation records what already happened. Planning is the set of decisions made during the year, such as the timing of income and expenses, the structure of your business and how you pay yourself, that shape the tax bill before the year closes. Our planning work includes:
- Planning on live numbers throughout the year
- Quarterly estimated taxes, handled before they are due
- S-corp and reasonable-compensation strategy
- Entity and multi-entity structuring
- Strategies such as cost segregation for property owners
For a deeper look, read our business tax planning guide or, for property owners, the real estate investor tax guide.
IRS notices and back taxes
If you have received an IRS notice or owe back taxes, our family firm Resolve IRS specializes in IRS resolution and tax relief for individuals and businesses. Our guide to resolving IRS tax debt walks through the usual options.
Part of a bigger picture
Tax work is easier and more accurate on top of clean monthly books. Annual business and personal returns are included in every level of Real Deal Monthly, and year-round tax planning and quarterly estimates are part of the Advisory and Private levels.