Tax Preparation & Compliance

What problem brings someone here?

Most people who call about a return have something in it that does not fit a standard form. A business that changed structure part-way through the year. Property in another state. An account nobody has reported yet. Or a return filed by someone else that no longer looks right.

The question is rarely whether the return can be filed. It is whether anyone has understood what actually happened during the year.

How can we help?

We start with the documents and the history rather than the form. That means reconciling what the records show against what was reported, asking about the events during the year that change how an item is treated, and identifying anything from a prior year that needs correcting before it compounds.

We prepare individual, business, estate and trust returns. Because the same firm handles the accounting and the planning work, a question that starts in one return does not have to be explained twice.

What should you expect?

After the first conversation we will tell you which documents we need and send secure instructions for providing them. Nothing sensitive should come through this website or ordinary email.

If we find an issue that affects a prior year or a related return, we will raise it. We will explain the treatment we have used and the reasoning behind it before anything is filed. And if a return cannot be completed accurately by the deadline, we will say so and discuss an extension rather than file something we are not confident in.

How do I get started?

1. Tell us what you need. Complete a short consultation request. Do not upload tax returns, Social Security numbers or other sensitive financial information through the website.
2. We review the request. Our team reviews the general nature of the work and determines the appropriate person and next step.
3. We talk. We will arrange a phone, video or office consultation when appropriate so we can better understand your situation.
4. Securely provide information. If we move forward, we will provide instructions for securely sharing the documents and information needed for the engagement.