Top Accountant in Wallingford

Tax Preparation Services

Clean workpapers, clear answers, and on-time filings—so you can file confidently and plan ahead.

What we prepare

Individuals

  • Form 1040 with all common schedules
  • Schedule C (sole proprietors)
  • Capital gains, RSUs/ISOs, crypto (Form 8949)
  • Multi-state returns (as applicable)

Businesses

  • S-Corporations (1120-S)
  • Partnerships/LLCs (1065)
  • C-Corporations (1120)
  • Nonprofits (990 workpapers & coordination)

What you can expect

  • Organized request list and secure document portal
  • Proactive questions to capture deductions/credits
  • E-file with acknowledgements and a concise summary
  • Simple next-year planning tips to avoid surprises

Get started

Schedule a tax appointment Use the client portal Ask a question

Related

What to gather

Individuals

  • W-2s, 1099-NEC/MISC/INT/DIV/B, SSA-1099
  • Mortgage interest (1098), property taxes, tuition (1098-T)
  • HSA/1099-SA, Form 1095 (health coverage)
  • Brokerage/crypto gain/loss reports (with basis)
  • Charitable contributions & childcare statements

Businesses

  • Year-end financials (P&L, Balance Sheet, Trial Balance)
  • Fixed asset additions/disposals
  • Owner wages, distributions, and capitalization changes
  • State filings/letters and prior-year returns (if new)
We’ll tailor the exact list after a quick intake.

How it works

1

Intake

We confirm your situation and send a precise request list.

2

Prepare

We build the return and flag any questions or opportunities.

3

Review

We walk through highlights in plain English and finalize.

4

E-file & plan

We e-file, share acknowledgements, and map simple next steps.

FAQs

Yes—capacity varies by week. Schedule early to secure your preferred time.

Absolutely. Clean books speed up tax prep. If needed, we can scope a quick cleanup first.

Yes. We’ll confirm filing thresholds and prepare additional state returns as needed.
Schedule now Go to client portal