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Tax Return Preparation

2026 Tax Season – Filing Your 2025 Tax Returns

Now accepting new clients for the 2026 tax season

Start With a Quick Intro Chat

Before we prepare your tax return, we begin with a brief conversation to understand your needs and review your prior tax returns. This helps us confirm we’re the right fit—and gives you clarity before committing.

Hire Us by January 15, 2026

We limit new clients each year to ensure high-quality, attentive service.
To secure your place for the 2026 filing season, please engage with us by January 15.
This gives you:
  • Priority scheduling
  • Time to organize and upload documents
  • A smoother, calmer tax experience
  • Confidence that a professional team is handling everything
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What We Prepare:

Business Returns – Due March 15

(S-Corps & Partnerships)

  • Tax return preparation for the 2025 business year

  • K-1s for owners

  • Coordination with your individual return

Most documents due by February 1

 

Individual Returns – Due April 15

  • Full Form 1040 preparation

  • W-2s, 1099s, investments, rentals, and self-employment

  • Prior-year review and planning recommendations

Most documents due by February 1

 

What It’s Like to Work With Us

Clients choose us because we:

  • Communicate clearly

  • Focus on accuracy and peace of mind

  • Respect your time and privacy

  • Look at your full financial picture

You’re never treated like a form number—you’re treated like a real person with real goals.

Ready to Get Started?

  1. Schedule your intro chat

  2. Send your previous tax returns for review

  3. Engage by January 15 to secure your spot

Contact us today to begin your 2026 tax season confidently and stress-free.

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