Tax Preparation

Accurate tax preparation from experienced professionals who take the time to understand your situation.

Overview

Tax preparation is about more than just filling out forms. We take time to understand your financial situation, identify opportunities to reduce your tax burden, and make sure nothing falls through the cracks. Our team has been preparing taxes for over 35 years, building relationships with clients who trust us to handle their returns year after year. Whether you're an individual with straightforward needs or someone with rental properties, investments, and business income, you'll work with the same experienced team members who remember your situation from year to year.

What's Included

  • Individual tax returns (1040)
  • Business tax returns (1120, 1120S, 1065)
  • Non-profit tax returns (990)
  • Fiduciary returns (1041 trusts and estates)
  • State and local tax filings
  • Tax planning strategies

Who This Service Is For

Individuals Businesses Non-Profits

Ready to get started?

Contact us today to learn more about our tax preparation services and how we can help you.

Contact Us Call Us

Our Offices

Rhinebeck, NY

845-876-5200

Round Rock, TX

512-218-4113

Let's discuss your needs

Schedule a consultation to learn how our tax preparation services can benefit you.

Schedule a Consultation