Tax Preparation Shouldn't Be Complicated

We've designed a simple, secure process that allows you to provide your information online while staying connected with our team every step of the way.

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Individual and Business Tax Preparation

Tax Returns We Commonly Prepare

Form 1040

Individual income tax returns for employees, retirees, investors, and business owners.

Form 1065

Partnership tax returns for businesses with two or more owners.

Schedule C

Tax reporting for self-employed individuals, freelancers, and sole proprietors.

S-Corporations

Tax return preparation for S-corporations and their shareholders.

Schedule E

Rental property income and pass-through income from partnerships and

S-corporations.

Multi-State Returns

Tax filing for individuals and businesses with activity in multiple states.

Schedule F

Tax reporting for farmers and agricultural

businesses.

Other

Have a unique filing situation? Ask us about additional tax return types.

1 Create Your Client Profile

We'll invite you to our secure client portal, Canopy, where you can create your client profile, complete your tax organizer, and communicate directly with our team throughout the engagement.

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2 Upload Your Documents

Upload your tax documents and supporting information through Canopy. Our secure client portal makes it easy to share files, track requests, and keep everything organized in one place.

Client Portal

3 We Prepare Your Return

Once we receive your information, our team will prepare your tax return and reach out if we need any additional information or clarification. We'll keep you informed throughout the process.

4 Review, Sign, and File

When your return is complete, we'll provide a final review and answer any questions you may have. After receiving your approval and electronic signature, we'll file your return and provide copies for your records.