Do you prepare both business and personal returns, or just one?

Both, as one engagement. If you own a business, your entity return and your 1040 are reviewed together before either is filed, so K-1s and distributions aren't reconciled after the fact.

How is this different from your Business Tax & Financial Services or Personal Tax pages?

Those describe a year-round advisory relationship — ongoing planning alongside the return. This page is the return itself: accurate, on-time preparation and filing, flat-fee, with no obligation to add ongoing advisory. Plenty of clients start here and add planning later, or never need to.

I just want a straightforward return filed. Is that all this is?

Yes — that's exactly this service. A partner reviews and prepares your return for a flat fee quoted up front, with no pressure to sign up for anything beyond it.

Can you pick up where a previous preparer left off?

Yes. We review the prior year or two before finalizing your current return, specifically to catch carryovers, credits, or elections an earlier preparer may have missed or left unused.

Tax Preparation · Nationwide

Business and Personal Returns, Prepared Right, the First Time.

A tax return is more than a form to fill out — it's the sum of decisions you may not realize you're making. We prepare business and personal returns as one coordinated engagement: flat-fee, partner-reviewed, and filed on the deadline that actually applies to your entity. No year-round retainer required — just an accurate return, done right. Based in Flagstaff, Arizona — serving clients in all 50 states.

Want a standing advisory relationship instead of a once-a-year engagement? See Business Tax & Financial Services.

Book a discovery call See what's included

Sorting receipts and tax documents while reviewing a return

Where rushed tax prep goes wrong

A return that's accurate isn't the same as one that's right.

A return can be technically correct and still miss what a closer look would have caught.

Returns filed from a template, not your actual situation

Software and big-box prep apply the same checklist regardless of your entity structure or what changed this year, missing deductions a closer read would catch.

Business and personal returns handled by different people

An owner's entity return and 1040 prepared separately miss elections and distributions that only make sense when someone sees both at once.

Deadlines tracked reactively instead of planned for

Extensions filed at the last minute because nobody flagged that pass-through entities are due a full month before individual returns.

What's included

The work, specific to getting it filed.

Business returns, any structure

1120, 1120-S, 1065, and Schedule C returns prepared and filed accurately, on the deadline that actually applies to your entity.

Personal returns, coordinated with your business filing

1040 preparation reviewed alongside any K-1s or distributions from an entity we also prepare, not reconciled after the fact.

Quarterly estimated payments calculated

So you're not guessing what to send the IRS and your state between filings, or paying an underpayment penalty for guessing wrong.

Prior-year review before we file

Carryovers, missed credits, and elections from previous returns checked before this year's is finalized, not assumed carried forward correctly.

Want ongoing planning built around the return, not just the filing? See Tax Advisory

Key facts · Tax preparation

Two things worth knowing.

March 15

The federal filing deadline for S-corporations and partnerships (Forms 1120-S and 1065) — a full month before the April 15 deadline for individual and C-corporation returns, and easy to miss if you're only tracking one date.

2.5% flat

Arizona's flat personal income tax rate — one of the lowest in the country, but it still interacts with your federal return and entity elections in ways worth checking.

General information, not individualized advice — every return is different, and a discovery call is the right next step for specifics.

Last reviewed July 2026

Common questions · FAQ

Before you call.

Keep exploring

Tax

Talk to a CPA before the deadline creeps up.

Reviewing performance data together during a client meeting

Step 1

Discovery call

A complimentary 20-minute call to see whether we're a good fit — no pitch, no obligation.

Analyzing returns, structure, and margins

Step 2

The Partner Review

We review your entity structure, income sources, and prior returns — a partner, personally — and confirm what's needed to file.

Implementing the plan and advising year-round

Step 3

Prepared & filed

Your return is prepared, reviewed by a partner, and filed on time — no scramble, no surprises.

Complimentary · Confidential

Begin with a conversation.

Twenty minutes with a partner — no cost, and no obligation to go further. Pick a time below.