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Your business and personal finances are closely connected—especially if you’re an owner, partner, or shareholder. Treating them separately can lead to missed opportunities, inconsistent reporting, and unpleasant surprises when it’s time to file.

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Our business and personal tax preparation service is designed to look at your full picture. We start by reviewing your prior-year returns and current financials to understand how your business is structured, how you earn income, and how money flows between you and the company. From there, we give you a clear list of what we need—no guesswork, no endless document requests.

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As IRS enrolled agents, we prepare your business returns (such as partnerships and corporations) and your related personal returns with a focus on accuracy, compliance, and optimization. We look for legitimate deductions and credits you may be missing, ensure your returns are properly documented, and align the business and personal sides so they tell a consistent story.

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Before filing, we walk you through the results in plain language: what you owe or will receive, what changed from last year, and what we recommend going forward. Because we also offer bookkeeping, payroll, and advisory services, we can use what we learn during tax prep to help you plan ahead—adjusting estimates, improving recordkeeping, and making smarter decisions for the next year.

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The result is a coordinated tax approach that covers both your business and personal returns, reduces surprises, and supports your long-term financial goals.