Tax Preparation
Tax Preparation Without the Guesswork
Your tax return should be more than a form to check off your list.
We provide thorough tax preparation for individuals, real estate investors, and small businesses, with an emphasis on accuracy, organization, and understanding the bigger picture.
More Than Just Preparing a Tax Return
Tax preparation is about more than entering numbers and submitting a return.
We take the time to understand your tax situation, review the information provided, and look for relevant deductions, credits, and tax considerations.
Our goal is implementing: to prepare your return accurately while helping you understand what you’re filing -and what it may mean for the year ahead.
Basic 1040
Preparation of one individual income tax return (Form 1040) and applicable common schedules (Schedules A, B, D).
Includes a 30-minute consultation to review and discuss your tax return before filing.
Starting at $425
Complex 1040
Preparation of one individual income tax return (Form 1040) and additional schedules or forms, especially Schedule E for rental income and other passthrough income from a Schedule K-1 or additional business income on Schedule C.
Includes a 45-minute consultation to review your tax return before filing and discuss planning opportunities.
Starting at $775
Business Taxes
Preparation of one Partnership, S-Corporation, or C-Corporation tax return, including Schedule K-1 deliverables for partners/shareholders.
Includes a 45-minute consultation to review your tax return before filing and discuss planning opportunities.
Starting at $825
Tax Preparation for Real Estate Investors
Real estate investors often have tax situations that are more complicated than a typical individual return.
We specialize in helping real estate investors navigate these considerations and accurately report their activities.
Depending on Your Situation, Your Return May Include:
- Rental property income and expenses
- Depreciation
- Property improvements
- Multiple rental properties
- Sale of investment property
- Capital gains
- 1031 exchange considerations
- Investment income
- K-1 income
- Business entities associated with real estate activities
Small-Business Tax Preparation
Your business and personal taxes are often closely connected.
We help small-business owners navigate their tax filing requirements while keeping the bigger picture in mind.
Depending on your situation, this may include preparation related to:
- Sole proprietorships
- LLCs
- Partnerships
- S corporations
- Business income and expenses
- Depreciation
- Estimated taxes
- Owner distributions
- K-1 income
Individual Tax Preparation
Not a real estate investor or owner of a small business? Not a problem.
We prepare individual tax returns for clients with straightforward and more complex tax situations.
Whether you’re a W-2 employee, self-employed, an investor, a rental property owner, or somewhere in between, we’ll help you navigate the tax-filing process.
Individual Tax Preparation May Include:
- W-2 income
- 1099 income
- Investment income
- Rental income
- Self-employment income
- Itemized deductions
- Tax credits
- Capital gains and losses
- Other applicable sources of income and deductions
Our Tax Preparation Process
1. Get organized
We’ll provide guidance on the information and documents needed to prepare your return.
2. Review your information
We review your tax documents and financial information to understand your overall tax situation.
3. Prepare your return
Your applicable federal and state tax returns are prepared based on the information provided and the tax rules applicable to your situation.
4. Review together
Before filing, we’ll give you an opportunity to review your return and ask questions.
5. File your return
Once everything has been reviewed and approved, we’ll handle the filing process.
6. Look ahead
Your tax return can provide valuable information about your future tax situation. When appropriate, we’ll identify planning considerations for the year ahead.
We Don’t Just Look at This Year’s Return
A good tax preparer should understand where you’ve been.
A good tax advisor should also think about where you’re going.
When reviewing your return, we may identify situations that could benefit from additional planning.
For example:
“You’re purchasing another rental property?”
Let’s talk about the tax implications before you close.
“Your business income increased significantly?”
Let’s make sure you’re prepared for the potential tax impact.
“You’re planning to sell an investment property?”
Let’s discuss the potential consequences before the sale.
“Your tax situation has become more complicated?”
It may be time to move from simply preparing your return to developing a proactive tax strategy.
What You Can Expect From Us
Accuracy
Your tax return deserves careful attention to detail.
Clarity
Taxes can be complicated. We’ll explain things in straightforward language rather than burying you in tax jargon.
Personal Attention
Here, you aren’t just another return in a stack. Matthew Shustack, CPA will personally handle your return from start to finish – and will be available to answer your questions directly, in a timely manner.
Proactive Thinking
When we see something that may deserve attention beyond this year’s return, we’ll let you know.
Ready to work with a CPA who actually picks up the phone when you need them?
Whether you’re a real estate investor, small-business owner, or individual taxpayer, we’re here to make the tax process more straightforward and personalized to your individual circumstances.
Frequently Asked Questions
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Yes, subject to the specifics of your situation. We work with real estate investors whose tax returns involve multiple investment properties.
Book a Consultation Today!
Your financial goals deserve experienced guidance.
Discover how personalized CPA guidance can help you reduce tax burdens, strengthen your financial position, and make more confident decisions. Schedule your consultation today and let’s start planning for your future success together.
Why Choose Us
Personalized Services
Trusted Expertise
Values Driven
Financial Clarity
Lasting Partnership