Quality Tax Preparation

Enjoy peace of mind with our expert team, providing accurate and timely tax preparation services for your unique needs.

TAX PREPARATION ISN’T A ONE-SIZE-FITS-ALL PROCESS.

From tax preparation work for 1040s, Partnerships, S-Corps, and C-Corps to compliance work timely K-1s, complex schedules, provisions or 990-Ts, we’ve got you covered.


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Your Full Service Tax Team

Navigating taxes can be complex, but Private Tax Solutions is here to help. We offer:

• Personalized Tax Solutions: We tailor our tax preparation services to maximize savings and ensure strict compliance with tax laws, whether you’re an individual or a business.
• Custom Preparation: Our expertise covers everything from tax preparation work for 1040s, Partnerships, S-Corps, and C-Corps to compliance work for timely K-1s, complex schedules, provisions or 990-Ts.
• Expert Guidance: From your initial consultation to the final filing, our experienced professionals guide you every step of the way, addressing your concerns and answering your questions.

Our approach ensures accurate, efficient tax services designed to fit your unique needs, providing confidence and peace of mind.


OUR TAX PREPARATION PROCESS

Comprehensive Steps To Ensure Maximum Tax Savings, Compliance And Accuracy


FIRST

Onboarding with a Tax Analyst

A dedicated tax analyst will assist in collecting all necessary documents via our secure portal system. They will request missing forms, send reminders, and start preparation once all information is uploaded and organized.

SECOND

Preparation

Your tax preparer will introduce themselves and review your previous year’s returns. They will ensure all necessary information is complete, identifying potential savings opportunities for the current tax year where applicable.

THIRD

Quality Control

A senior team member will review the tax return and work papers for accuracy and compliance. They may request additional information or suggest further actions, and will analyze any audit risks present.

FOURTH

Client Advisor Final Review

After quality control, schedule a review with your client advisor to discuss how the return was prepared and future savings improvements. Once reviewed, the return will be uploaded for signature and e-filing. You’ll be notified once accepted by the IRS.

What Our Clients Say?



Don and his team are outstanding. They guided us through an increasingly complex tax situation this year, without any issues. Their availability and willingness to address our questions and concerns promptly was exceptional. I would recommend Private Tax Solutions to anyone looking to optimize their tax situation and maintain peace of mind.



DEVIN ROBINSON
about Private Tax Solutions


Ready to take the next steps?

Have questions about how Private Tax Solutions can help you achieve your goals?
Interested to see what tax savings are available to you? Reach out today.

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