Tax Preparation & Planning
Tax preparation tells you what happened. Effective tax planning considers what is coming next. Advanced Tax & Accounting works with individuals and businesses to prepare required tax filings while helping clients understand upcoming obligations and plan throughout the year.
Individual Tax Services
Preparation for individual returns and a range of income situations.
- Federal income tax preparation
- State and local returns
- Multi-state returns
- Self-employment income
- Rental property reporting
- Investment income reporting
- Estimated tax calculations
- Extensions
- Amended returns
Business Tax Services
Tax preparation for businesses across different structures and filing needs.
- Sole proprietorships
- Partnerships
- LLCs
- S corporations
- C corporations
- Multi-state business filings
- Estimated tax calculations
- Extensions
- Tax notice assistance
Tax Planning
Tax planning can be most effective when all scenarios are considered and evaluated simultaneously. Business operations and benchmarks need to be aligned with tax strategy.
- Current-year tax projections
- Estimated payment planning
- Year-end planning
- Business owner tax planning
- Entity tax considerations
- Business and individual tax coordination