Fewer surprises. Better decisions.
Preparation gets your return right. Planning is where the real value is — looking ahead so you're not just reacting to a number every April.
Tax preparation that looks forward, not just back
Most firms stop at filing. We prepare individual and business returns accurately and on time, but the work that actually moves the needle is planning — looking at your full year before it closes so April is a confirmation, not a surprise.
That means weighing an S-corp election, timing income and deductions, keeping estimated payments on track, and coordinating your business and personal returns so a decision on one side doesn't create a problem on the other. Federal and state are handled together, including multi-state and part-year situations. The reasonable-compensation study that keeps an S-corp election compliant is handled through advisory.
Individual returns
From a straightforward 1040 to returns with rentals, investments, equity comp, or multiple states.
Business returns
S-corps, partnerships, and sole props — prepared with an eye on how each decision flows to your personal return.
Proactive planning
Estimated taxes, S-corp election analysis, and timing of income and deductions — handled before year-end, not after.
Federal & state, together
We weigh both federal and state treatment, so the state side isn't an afterthought.
Services we offer
- Individual returns (Form 1040)
- Rental, investment & K-1 income
- Equity compensation (RSUs, ISOs, NSOs)
- S-corp (1120-S) & partnership (1065) returns
- Sole-proprietor (Schedule C) returns
- Multi-state & part-year resident returns
- Quarterly estimated-tax projections
- S-corp election analysis & projections
- Prior-year & catch-up filings
- IRS & Minnesota notice response
We scope each engagement to what you actually need — not every item applies to every client.
Common questions
Do you prepare both business and personal tax returns?
Yes. We handle individual 1040s — including returns with rentals, investments, equity compensation, or multiple states — alongside S-corp, partnership, and sole-proprietor returns, and we coordinate the two so they work together.
What does tax planning actually involve?
Looking ahead before year-end: estimated taxes, entity and owner-compensation strategy, timing of income and deductions, retirement contributions, and major events like a sale or a move. The goal is to make decisions while you can still influence the outcome.
Can you handle returns in states other than Minnesota?
Yes. We're a virtual practice and regularly prepare multi-state and out-of-state returns, including residency and part-year situations.
I'm behind on prior-year returns — can you help?
Yes. We handle prior-year and catch-up filings and can help you get current with the IRS and your state.
How does pricing work?
We quote a flat fee up front based on the complexity of your return and whether planning is included, so there are no surprises at the end.
Ready for a calmer tax season?
Tell us about your return and we'll follow up within one business day.