Tax Preparation

We take care of the financial details so you can focus on the bigger picture.

Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Jerod Ostermeier CPA, CFP® takes an active approach to our tax planning and return preparation services, giving you the personalized guidance you need. Today's tax laws are complicated that even filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of a CPA.

We work closely with our clients to gather and summarize tax information in a timely and efficient manner. Our significant investment in tax compliance and research software enables us to accurately and efficiently prepare tax returns for our clients. We pride ourselves in finding opportunities to reduce our clients’ tax burden. We e-file your tax returns – a faster and more secure method than filing a paper return. This service is free to the taxpayer.

Your state tax liability is not always limited to the state in which you reside or do business. We can help you file multi-state, resident, and non-resident returns, coordinating your deductions and credits to maximize your tax savings.

Allow us to determine the best individual tax filing strategies for your situation by requesting a consultation below.

We plan, prepare and file:

  • Individuals, including Small Businesses and Farms
  • Partnerships
  • Subchapter C and S Corporations
  • Estate, Trust and Gift Returns

  • We also provide:

  • IRS and State Representation
  • Second Opinions