Tax Planning & Prep
Strategy first, filing second
Most firms meet your taxes once a year, in April, when nothing can be changed. We plan year-round to legally lower what you owe before the year ends — then we file it right. As a registered IRS e-file provider, we prepare all return types: individual, business, and trust/estate.
Frequently asked questions
Please reach us at kinji3pr@gmail.com if you cannot find an answer to your question.
What kinds of returns do you prepare?
Individual, business, and trust/estate returns — as a registered IRS e-file provider, we handle all return types.
What's the difference between tax preparation and tax planning?
Preparation files the return; planning happens year-round to legally lower what you owe before the year ends. We do both.
How much does preparation cost?
Individual returns start at $224.99. Business and complex returns are quoted up front — you'll know your price before any work begins.
The best time to plan is before December 31
Once the year closes, so do most of your options. Book a planning session while there's still time to move the number.
Book an appointment