Tax Preparation

Maximize Your Returns,
Minimize Your Worries

A senior couple reviewing their finances as they look at receipts while using their laptop and a calculator

Tax Preparation

Taxes can be challenging, time consuming and intimidating.

Do not give it a second thought.

Our team knows the ins and outs of taxes. With our shared experience, we go beyond the basics to solve the most pressing returns. We apply this collective knowledge in every tax preparation to maximize your returns and time.

Our approach is the same for individuals, businesses (all entities), and nonprofits.

Accurate preparation expertise to ensure error-free filing.
We ensure deductions and credits are identified to maximize returns.
Our personalized consultation and advice are tailored specifically to your tax situation.
Timely services to meet filing deadlines.

Compliant

On-Time

Stress-Free

Tax Planning

Choose A Reliable Partner

Whether you are behind on taxes or current, do not take chances.

Avoid do-it-yourself or one-size-fits-all preparation services. Take back your time and call us for a consultation. We will take the time to understand your specific needs and provide up-front pricing.

No surprises! You can expect:

Strategic tax planning for informed decision-making and tax savings.
Startup tax guidance on selecting the most efficient structure to realize short and long-term tax benefits.
We take proactive measures to develop strategies to minimize the impact of taxes so you keep more of what you earn.

How Can We Help You?

Taxes

Streamline your personal or business tax experience with our expert tax return services.

Get Tax Support

IRS Disputes

Do not face the IRS alone, let us represent you and help navigate the situation while protecting your rights.

Get IRS Dispute Help

Sales Tax

Leave statutory accounting rules and concerns to our professionals for a smooth business operation.

Get Sales Tax Support

Certified Public Accountant Denise Calderon smiles as she leans on the back of a chair in her office with a bookshelf behind her

What Can I Expect?

Consultation

Are We A Good Fit?

A consultation with us offers you an invaluable opportunity to discuss your financial goals and challenges for yourself or your business.

We will delve into your unique situation, providing tailored advice and strategies to optimize your financial health. From here we can create an action plan that will set you on the path to financial success.

Expectations and timeline

So we are a great fit: What are the next steps?

Accept your invitation to our secure document-sharing portal.
Provide all requested documentation (ex., income documents, deduction details, investment records, healthcare information, business expenses, past financials, etc.). Requested documents will vary based on the services agreed upon.
For bookkeeping and payroll clients: Review and sign service agreements. Provide access to necessary accounts.
Communicate with our team as we work diligently to complete your services. We may need additional information and documents throughout the process.

Review

Will I have a chance to review all the work you have done on my behalf?

After our services have been finalized, we will conduct a comprehensive review with you.

For personal or business tax returns, you have the opportunity to meet directly with your tax preparer to review your final return.

How Do I Get Started?

Thomas H.

We have been working with Denise for 3 years. She has always provided well thought out, easy-to-understand tax advice as it relates to our lifestyle and financial situation as well as preparation of our annual tax returns. We would not hesitate to recommend Denise and her staff for all your tax needs.

John O.

I would give Denise and her staff 6 stars, if I could. Denise provides white glove services. I can do nearly everything remotely, my information is secure, and my questions are answered promptly. Her fee is reasonable. I'm glad I discovered Denise!

RH Jewlery

Denise has been handling our business tax returns for several years now. She is dependable and will go the distance for her clients! I would definitely recommend her to others!

Ray F.

Hating tax time! Dreading the worst. However, since dealing with Denise Calderon she has put my mind at ease and has always come through with flying colors! 5 Stars!

Frequently Asked Questions

What services does a full service accounting firm offer?

A full-service accounting firm offers a comprehensive range of financial and advisory services to meet your individual and business needs. This includes services such as tax preparation and filing, bookkeeping, payroll, financial statements, IRS resolutions, notary, and business advisory.

What documents are necessary for preparing individual taxes?

Common documents are W-2s and 1099s.

Why should I see a professional for tax preparation as opposed to using DIY software?

Tax laws are often complicated. We have professionals who stay abreast of ever-changing laws and regulations that enable accurate filings and help you get the best deductions.

Will your services for my business assist in strategic planning for long-term success through taxation?

Absolutely. Our experts offer personal consultation and strategic tax planning with an aim to improve the financial status and growth of your business.

What do I need to get started?

To get started, all you need to do is schedule an initial consultation with us.

We understand that the process might feel a bit overwhelming initially, but that is exactly why we are here--to guide you through every step of the way.

What if I owe back taxes or I'm behind on my tax returns or bookkeeping?

If you find yourself behind on tax returns or bookkeeping, rest assured that you are not alone--and we are here to help.

We will work closely with you to assess your unique circumstances, develop a tailored plan to address the outstanding issues, and guide you towards getting back on track.

What can I expect from my consultation?

During your consultation, you can expect a warm and informative session that is centered entirely around you and your financial needs. We will take the time to understand your specific situation, listen to your concerns, and answer any questions you may have. We will provide expert insights and recommendations for you, offering a clear path toward achieving your financial goals.

By the end of the consultation, you will have a solid understanding of how our services can benefit you, as well as a sense of security knowing that you are in capable hands.