Tax Preparation & Advisory Services

Expert Tax Preparation & Advisory Services

From straightforward W‑2 returns to complex business filings and IRS representation, our credentialed professionals provide expert tax preparation and advisory services year‑round.

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Personal Tax Preparation

Expert Tax Preparation for Every Situation

Whether you’re a W‑2 employee with a simple return or a high‑income professional with investments, rental properties, or side businesses, we deliver comprehensive, accurate tax preparation tailored to your needs. Every return is prepared and reviewed by Credentialed Tax Professionals—the IRS’s highest credential.

What Sets Us Apart

• Prepared by credentialed professionals, not seasonal staff
• Secure virtual process—upload documents from your phone
• Year‑round support, not just during tax season
• Proactive tax planning, not just backward‑looking compliance
• Audit support included for returns we prepare

Services Include

• W‑2 income and standard deductions
• Itemized deductions (mortgage, property taxes, charitable giving)
• Investment income (stocks, bonds, crypto, capital gains)
• Side businesses and freelance income (Schedule C)
• Rental property reporting
• Multi‑state returns
• Stock options & equity compensation (RSU, ISO, NSO, ESPP)
• Retirement account optimization
• Quarterly estimated tax planning

Business Tax Returns

Business Tax Filing and Compliance

Running a business is complicated enough. We handle your business tax filings so you can focus on growth. From single‑member LLCs to S‑Corporations and partnerships, we prepare accurate returns, generate K‑1s, and provide year‑round tax guidance.

Entity Types We Serve

• S‑Corporations (Form 1120‑S)
• Partnerships (Form 1065)
• Multi‑member LLCs
• C‑Corporations (Form 1120)
• Single‑member LLCs (Schedule C)

What’s Included

• Complete business return preparation
• K‑1 generation for owners and partners
• Quarterly estimated tax calculations
• Annual tax planning consultation
• Deadline management & extension filing
• State business return filing
• Year‑round access for tax questions

Why Choose Us

We understand business operations—not just tax forms. Our team brings real‑world business experience and can advise on entity structure, timing strategies, and tax‑efficient decisions throughout the year.

Starting at $850 | Custom pricing based on revenue and complexity

IRS Problem Resolution

IRS Notice? Audit? We’ll Handle It.

Dealing with the IRS is stressful. Whether you’ve received a notice, face an audit, or owe back taxes, our Enrolled Agents provide professional representation and work toward the best possible resolution.

Problems We Solve

• IRS Notices & Correspondence CP2000, CP14, and other letters—review, response, and resolution.
• Audit Representation Correspondence or in‑person audits—we represent you and protect your interests.
• Payment Plans Negotiation of installment agreements for manageable monthly payments.
• Penalty Abatement First‑time penalty relief or reasonable cause requests.
• Offer in Compromise Settle tax debt for less when eligible.
• Collections Defense Help with liens, levies, and wage garnishment.

Our Approach

• Immediate assessment of your IRS correspondence
• Clear explanation of your options
• Direct representation with the IRS
• Resolution‑focused strategy tailored to your situation

Pricing

• Notice response: Starting at $500
• Audit representation: Starting at $2,500
• Payment plans & complex resolution: Custom pricing

Basic audit support for returns we prepare is included at no additional charge.

Tax Planning & Advisory (Coming 2026)

Strategic Tax Planning for Business Owners and High‑Income Professionals

Tax preparation looks backward. Tax planning looks forward. Our advisory services help you make strategic decisions that minimize taxes and build long‑term wealth.

Services Include

• Multi‑year tax projections
• Entity structure optimization (LLC vs. S‑Corp vs. C‑Corp)
• Retirement & succession planning coordination
• Real estate investment tax strategy
• Business acquisition & sale planning
• Estimated tax optimization
• Wealth transfer & estate planning coordination

Who This Is For

• Business owners planning for growth or exit
• High‑income professionals with equity compensation
• Real estate investors
• Anyone making financial decisions with significant tax implications

Available beginning 2026

How It Works

1. Upload Your Documents

Use our secure client portal to upload documents from any device. We’ll send a checklist so you know exactly what we need.

2. We Prepare Your Return

Our credentialed professionals prepare your return and review it for accuracy and optimization opportunities.

3. Review & E‑File

We walk you through your completed return, answer your questions, and e‑file when you’re ready.

4. Year‑Round Support

Tax questions don’t stop in April. We’re here whenever you need us.

Why Choose CKT Tax Pros

Credentialed Tax Professionals

Every return is prepared and reviewed by tax experts—not seasonal preparers or software algorithms.

Virtual Convenience

Upload documents from your phone, communicate via secure portal, and e‑sign your returns.

Proactive, Not Reactive

We help you plan ahead so you’re never surprised by your tax bill.

Transparent Pricing

Flat fees for personal returns. No hidden charges.

Year‑Round Availability

Support whenever you need it—not just during tax season.

Audit Protection Included

For returns we prepare, basic audit support is included at no extra charge.