Tax Preparation

Nationally, a professionally prepared individual return typically runs $250 to $600 depending on complexity, and business returns (1120, 1120S, 1065) typically run $800 to $2,500. We quote a flat fee up front based on your situation before any work begins, so you never get a surprise invoice. Tax preparation fees for a business are generally tax-deductible.

For a simple W-2 return, software is often enough. Once you own a business, have rental or investment income, work across states, or had a major life event, CPA tax preparation usually pays for itself: a CPA is licensed, held to continuing-education standards, can represent you before the IRS, and is trained to find deductions software prompts miss. Every SMAART return is prepared under CPA oversight.

Yes. We prepare corporate, S-Corp, partnership, and LLC returns as well as individual 1040s, and for owner-operators we prepare the business and personal returns together, which is where most coordination savings (salary vs. distribution, retirement contributions, QBI) are found.

We recommend starting tax preparation in January or February. However, we can accommodate returns at any time of the year, including extensions.

We'll send you a comprehensive checklist tailored to your situation. Generally, you'll need W-2s, 1099s, receipts for deductions, and prior year returns.

Yes! We offer comprehensive tax planning services to help you minimize your tax liability throughout the year, not just at filing time.

We stand behind our work. If you receive any notice related to a return we prepared, we'll handle the response and resolution at no additional charge.

Every document moves through our encrypted client portal, never email. Access is restricted to the CPAs and preparers assigned to your return, all files are encrypted at rest and in transit, and we retain records for the full 7-year IRS statute under SOC-aligned controls.