Services
Modern, professional tax services.
Every engagement starts with a conversation. We'll confirm scope, expectations, and fit before any work begins.
Individual Tax Preparation
Who it's for: W-2 earners, self-employed filers, families, retirees, and multi-state filers.
Typically included
- Federal and state return preparation
- Review of prior-year returns
- Guidance on common credits and deductions
- Secure digital document exchange
What to have ready
- Photo ID for filers
- W-2s, 1099s, K-1s, and 1095s
- Mortgage interest, property tax, and charitable statements
- Prior-year return (for new clients)
Small Business Tax Preparation
Who it's for: LLCs, S-corporations, partnerships, and sole proprietors.
Typically included
- Entity return preparation (1120-S, 1065, or Schedule C)
- K-1 issuance to owners
- Basis and reasonable-comp discussion where applicable
- Coordination with owner personal returns
What to have ready
- Year-end profit and loss statement
- Balance sheet (S-corp, C-corp, partnerships)
- Payroll reports and 1099s issued
- Fixed asset additions and dispositions
Tax Planning & Advisory
Who it's for: Individuals and business owners who want to be proactive, not reactive.
Typically included
- Estimated tax projection
- Entity structure discussion
- Retirement contribution and withholding review
- Written summary of planning discussion
What to have ready
- Most recent pay stubs or P&L
- Prior-year return
- Retirement account balances and contributions
Bookkeeping Support
Who it's for: Small businesses that need clean, current books to make better decisions.
Typically included
- Monthly categorization and reconciliations
- Basic financial statements
- Coordination with tax preparation
What to have ready
- Access to bank/credit card feeds
- Existing bookkeeping platform (QuickBooks, Xero, etc.)
IRS Notice & Audit Support
Who it's for: Individuals and businesses that have received IRS or state correspondence.
Typically included
- Review of the notice or letter
- Response strategy discussion
- Draft response preparation (scope varies)
What to have ready
- Full copy of the notice (all pages)
- Prior-year returns referenced
- Any related correspondence
Availability, scope, and pricing vary by engagement. Please contact FTS to confirm we're the right fit for your situation. Pricing is not published because thoughtful pricing depends on complexity.
Consultation
Ready for a smarter tax experience?
Schedule a consultation and let's map out your next move — with clarity, care, and modern tools.