Tax Return Preparation: Federal, Ohio, Municipal and School District Returns
We prepare federal, Ohio, municipal and school district returns for individuals, small businesses and the people who own them. We take clients in other states routinely, and that is not a complication.
The hard part is usually assembling the paperwork. It arrives from several places over several months, and something is still missing in April. We send a request list so you know what we need and what we already have, and we ask the questions in December, while there is still time to act on the answers.
Who we serve
- Individuals and families: Wages, investments, retirement distributions, and the year something changed, like a house, a baby, an inheritance or a move
- Small business owners: Schedule C and single-member LLCs, where the business return and the personal return have to agree with each other
- S corporations and partnerships: Form 1120-S and Form 1065, K-1s issued in time to be useful, and basis tracked so it is there when a loss or a distribution depends on it
- Estates and trusts: Form 1041 and the fiduciary reporting that comes with administering an estate
- Executives and independent professionals: Equity compensation, work performed in more than one state, and estimated payments that need to be right before April
How we help
- The layers, prepared together: Federal, Ohio, municipal and school district returns done as one job, including the local filings that are easiest to overlook
- A clear document request: You get a list of what we need and what we already have, so the return does not stall on a guess
- Prior-year and amended returns: Catching up late filings and correcting returns already filed, including the years you would rather not think about
- Estimated payments: Quarterly amounts built from what this year looks like, not a copy of last year's number
- Preparation and planning by the same people: So a decision made in November shows up correctly in April instead of being discovered there
Start with the organizers if you want to gather documents before we talk, or see filing due dates for the deadlines that apply to your return.