Services / Tax Preparation

Tax returns done carefully, with someone you can actually call.

From individual returns to multi-state business filings, Lee prepares every return personally and looks for legitimate ways to lower what you owe — year-round, not just in April.

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What's included

  • Individual returns (Form 1040) including rental and investment income
  • S-Corp (1120-S), partnership (1065) and C-Corp (1120) returns
  • Self-employed and freelancer returns (Schedule C)
  • Multi-state filings, including New York and Florida
  • Quarterly estimated tax planning
  • IRS and state notice response

Common questions

What do I need to bring?+

Last year's return, income forms (W-2, 1099s, K-1s), and records of deductible expenses. We'll send a tailored checklist.

Can you file prior-year or late returns?+

Yes. We help clients catch up on unfiled returns and work with the IRS to resolve balances.

Free 15-minute call

Let's talk about your business.

A friendly chat with Lee to see how we can help — no sales script, no pressure.