Income Tax Preparation & Planning

Income tax planning and preparation is a large part of the service we provide our clients. We are available for ongoing business and tax consulting at all times. Our staff provides tax preparation for single and married individuals with simple tax reporting needs, married taxpayers with children and homes who itemize for maximum tax deductions, and also for the complex.

Our qualified tax professionals prepare all tax reports, assist in all types of tax planning, and inform our clients of all the tax implications of their particular situation all year round.

Individual Tax Return Preparation. Individual tax return preparation including, but not limited to, Federal 1040EZ; 1040A; 1040; 1040 with Schedules C, E, F; forms for, single, divorced, widowed, deceased taxpayers, and sole proprietors of small businesses.

Individual Tax Planning. Consulting consists of assisting individuals in tax planning and evaluation in areas of pension planning, sale and purchase of investments, income tax withholding from payroll, and participation in 125 Cafeteria Plans.

Entity Tax Return Preparation. Business tax return preparation of Federal 1120 and 1120S forms for Corporations; 1065 Partnership and LLC tax returns, Non-profit 990EZ and 990 returns, 1041 forms for Estates and Trusts; and all state returns to complete the tax filing for these entities.

Tax preparation services offered through Willson & Company a separate entity from LPL Financial. LPL Financial does not provide tax advice.