Tax Advisory
Most tax work happens too late. By the time a return is being prepared in March, nearly every decision that determined the tax bill has already been made. Our advisory practice runs the other way round: we project your position mid-year, adjust withholding and estimated payments while there is still time, and use the filing season to document what happened rather than to discover it.
We prepare individual returns including schedules for investments, rental property and self-employment; small business returns across common entity types; estimated payment schedules; extensions; amended returns; and correspondence with tax authorities, including notices, instalment agreements and penalty abatement requests.
Who This Service Is For
Salaried households with investment income, property or complex deductions; self-employed professionals and contractors; small business owners deciding between entity structures; and anyone who has received an IRS or state notice they do not understand.
What This Service Includes
- Preparation and electronic filing of federal and state returns
- Mid-year tax projection with withholding and estimate adjustments
- Deduction and credit review specific to your situation
- Small business and self-employment tax planning
- Capital gains, loss harvesting and retirement contribution timing
- IRS and state notice response, instalment agreements and penalty relief requests
Prefer To Talk It Through?
Call our Columbus office and speak with a specialist directly.
+1 614-294-3502