Tax returns
Tax returns, prepared carefully and explained clearly.
Business and personal returns, prepared by a CPA who is a perfectionist about the details. You'll know what I need, when I need it, and what the return says before you sign it.
What to expect
No guessing about what I need or what you signed.
Clear instructions
A plain list of what I need from you and when, so you aren't asked for the same document twice.
Careful review
I'm a perfectionist about this work. Every return is reviewed before it goes out.
An explanation you can follow
Before you sign, I walk you through what the return shows and why.
A good starting point
Organized books help. Perfect books aren't required.
The best fit for a business return is a business with reasonably organized books.
They don't need to be perfect. If they need real work first, that may start with a bookkeeping cleanup, which I look at individually.
I work with the current year and one prior year. If more years are unfiled, say so in your inquiry and I'll let you know whether it's something I can consider or what kind of help to look for. The preparation guide explains how to sort out where things stand.
If you have income or business activity in both Illinois and Missouri, that's routine. The second state is simply part of the quote.
Pricing
A clear quote, and no surprises.
Every return is quoted after the consultation, based on complexity, the number of states and the forms involved.
Sometimes the full picture only comes into view once the work begins. If that changes the scope, I walk you through it before anything changes.
Questions
Common questions
What if I have unfiled tax years?
Do my books need to be perfect?
Can you handle Illinois and Missouri?
How much does it cost?
How are documents exchanged?
How hard is it to switch accountants?
A return reports the year. Planning shapes it.
If you want next year to go differently, the time to start is before this one ends.
Find your next stepOther services
Related services.
Each service stands on its own. Current books make planning easier, and planning gives a return something to follow.