OUR SERVICES

Comprehensive Tax Solutions

From planning to filing to representation, we provide expert tax services tailored to your needs.

Tax Planning & Preparation

Starting at $299

Strategic tax planning to minimize your liability and maximize your returns. We handle individual and business tax filings with precision and care.

  • Individual tax returns (1040)
  • Business tax returns (1120, 1065, 1120S)
  • Quarterly estimated tax calculations
  • Multi-state tax filing
  • Tax strategy consulting
  • Year-end tax planning sessions
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Small Business Services

Custom packages available

Comprehensive tax and financial solutions tailored for small businesses at every stage of growth.

  • Business entity selection and formation
  • Monthly bookkeeping services
  • Payroll processing and compliance
  • Sales tax reporting and filing
  • Financial statement preparation
  • Business advisory services
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Tax Strategy & Consulting

Starting at $500

Proactive tax strategies designed to reduce your tax burden legally and efficiently throughout the year.

  • Year-round tax planning
  • Deduction and credit optimization
  • Retirement planning strategies
  • Investment tax planning
  • Business succession planning
  • Estate and gift tax planning
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Business Formation

Starting at $750

Expert guidance on choosing the right business structure and setting up your company for tax efficiency.

  • Entity structure analysis (LLC, S-Corp, C-Corp)
  • Business registration assistance
  • EIN application
  • Operating agreement preparation
  • S-Corporation election
  • Initial compliance setup
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Amended Returns & Prior Years

Starting at $399

Correction of past returns and filing of delinquent tax returns to get you back in compliance.

  • Amended tax return preparation
  • Prior year tax returns
  • Error correction and amendments
  • Delinquent return filing
  • Tax transcript analysis
  • Compliance restoration
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Our Process

How We Work With You

A proven approach to minimizing your taxes and maximizing your success

01

Initial Consultation

We start with a free consultation to understand your tax situation, goals, and challenges.

02

Strategy Development

We create a customized tax strategy tailored to your unique financial situation.

03

Implementation

We execute the plan with precision, handling all filing, compliance, and communication.

04

Ongoing Support

We provide year-round support and proactive planning to optimize your tax position.

Additional Services

Specialized Tax Solutions

We also offer specialized services for unique tax situations

Nonprofit tax-exempt filings (990)

Trust and estate tax returns

International tax consulting

State and local tax planning

Tax research and analysis

Financial planning coordination

Ready to Optimize Your Taxes?

Schedule a free consultation to discuss which services are right for you.

Tax Services - Planning, Preparation & Consulting | The Tax Ally