Tax Preparation
Find Every Deduction. Keep the Difference.
What's Included
All-in-One Tax Filing, Done Right
No rushed compliance. Every line reviewed, every deduction hunted, every strategy applied.
Comprehensive Federal Return
- Form 1040, 1120, 1120S, 1065
- Schedule C, E, K-1 optimization
- Investment income review
Deduction & Credit Hunting
- Home office, vehicle, depreciation
- Energy, education, child credits
- QBI, Section 179, bonus depreciation
Multi-State & Complex Returns
- Part-year / non-resident filings
- Apportionment and reciprocity
- Nexus and state credit mapping
E-File & Confirmation
- Direct IRS & state submission
- Acceptance in 24-48 hrs
- Filed return + audit packet
Prior Year Review
- 3-year amendment scan
- Missed deduction recovery
- NOL carryback analysis
Year-Round Support
- IRS notice response
- Estimated tax planning
- Secure document portal access
Our Process
How We File Flawlessly
Four steps from secure upload to e-filed return. Zero autopilot, maximum legal savings.
Secure Upload
Guided checklist + encrypted portal. Send docs in minutes.
Deep Analysis
Your Tax Strategist hunts every deduction and credit using your full financial picture.
Prep & Review
Return built, double-checked, optimized. No standard deduction autopilot.
File & Protect
E-filed. Confirmation delivered. Year-round notice support included.
Challenges We Solve
Six Tax Prep Mistakes, Fixed
The costly errors we see on returns other preparers file — and how we catch them.
Missed Business Deductions
Mistake
Many tax preparers rush through business returns, missing valuable deductions for vehicle expenses, home office use, equipment depreciation, and business-use-of-home calculations.
Our Solution
Line-by-line review of all business expenses with industry-specific deduction analysis to ensure every legitimate write-off is captured.
Typical Impact
Clients gain visibility into overlooked deductions. Business owners discover write-offs they never knew existed, reducing taxable income legally.
Wrong Entity Election
Mistake
Operating as the wrong business entity type (LLC vs. S-Corp) can cost business owners thousands in unnecessary self-employment taxes every year.
Our Solution
S-Corp vs. LLC analysis comparing tax liability under different entity structures with pro forma calculations showing potential savings.
Typical Impact
Clients identify optimal entity elections. Many business owners discover significant annual tax savings opportunities through proper entity selection.
Standard Deduction Trap
Mistake
Tax preparers default to the standard deduction without analyzing whether itemizing would save more, especially for homeowners, business owners, or those with significant medical expenses.
Our Solution
We itemize when it benefits you most by comparing standard vs. itemized deductions including mortgage interest, state taxes, charitable contributions, and business expenses.
Typical Impact
Clients benefit from deduction optimization. Homeowners and business owners often save more through proper itemization analysis.
Multi-State Filing Errors
Mistake
Working or earning income across state lines creates complex filing requirements. Incorrect apportionment or missing credits can result in double taxation on the same income.
Our Solution
Proper apportionment calculations and state credit mapping to ensure income is correctly allocated and you receive proper credits for taxes paid to multiple states.
Typical Impact
Clients avoid double taxation through accurate state-by-state income allocation and proper credit claiming.
No Estimated Tax Planning
Mistake
Business owners and investors often face surprise tax bills plus underpayment penalties because they didn't make proper quarterly estimated tax payments throughout the year.
Our Solution
Quarterly projections and payment calculations using current year income to determine proper estimated tax amounts and avoid penalties.
Typical Impact
Clients prevent underpayment penalties and cash flow surprises through proactive quarterly tax planning.
Prior Year Overpayments
Mistake
Many taxpayers have overpaid taxes in recent years due to missed deductions, credits, or calculation errors but never filed amended returns to recover the money.
Our Solution
3-year lookback analysis reviewing prior returns for missed deductions, overlooked credits, and filing opportunities for amended returns where beneficial.
Typical Impact
Clients discover refund opportunities from prior years through systematic review of previously filed returns.
“What makes Tax Square different from a regular CPA?”
Most preparers focus on compliance — filing correctly. We specialize in proactive strategy: the deductions, credits, and entity structures that reduce what you owe. A typical preparer files your Schedule C. We recommend restructuring to an S-Corp and save you thousands in self-employment taxes. We can work alongside your existing accountant or handle everything directly.
Take the Next Step
Don't Overpay the IRS Another $20K This Year
Book a free 15-minute tax savings audit. We'll review your last return, spot the deductions that got missed, and show you the dollar impact.