Individual Tax Preparation

Our favorite season is tax season.

Tailored tax services for entrepreneurs, freelancers, and high-net worth individuals.

Let us maximize your returns.

Developing quality connections with our clients allows us to optimize our tax preparation process. With a more intimate knowledge of your needs, we can make personalized suggestions on credits and deductions you may otherwise overlook.

With our team of expert CPAs on your side, this tax season will look a lot brighter.

Our Areas of Expertise

Entrepreneurial Tax Prep

  • Self-employment/ Freelancers

  • Single Member LLC’s

  • Home Office Expenses

Savings & Retirement Income

  • Health Savings Accounts & Flexible Spending Accounts

  • College Saving Plans (529 & Coverdell)

  • Retirement Plans (Traditional IRA, Roth IRA, Backdoor Roth, SEP IRA, Solo 401k & Traditional 401k)

Investments & Real Estate

  • Investments in Partnerships and S-Corps (K-1)

  • Cryptocurrency & NFT’s

  • Rental Properties

Residency & State-Sourced Income

  • Multi State Sourced Income

  • Part-year Residents

  • Residency Audits

Major Life Changes

  • Growing Your Family (Household Employment Taxes)

  • Purchase or Sale of a Home

  • Marriage

Every tax journey initiates with an introductory consultation, setting the stage for success. Our complimentary consultation serves as the foundation where we evaluate your suitability for our services.

Should you find alignment with our offerings, we conduct a comprehensive review of your previous year's tax returns, pinpointing opportunities to reduce your current year's tax obligations and exploring potential amendments for instant tax savings.

Our guidance is meticulous, directing you precisely towards the required documents and information for your tax returns. We leave no detail overlooked, actively engaging with the IRS to procure any missing data, ensuring the swift and precise preparation of your tax filings.

For clients seeking a more profound tax strategy, inclusive of quarterly projections and year-round support, our tax planning and consulting services are at your disposal, with detailed discussions available during your initial consultation. Your journey to financial excellence commences here.

Sailing to Financial Success

 

We look forward to providing the services you deserve.

Finalize your tax returns with Fanning CPA today!

Schedule a consultation