Tax Preparation & Compliance

Navigating the tax landscape shouldn't feel like a solo trek through a blizzard. I provide comprehensive tax preparation services designed to minimize your liability and maximize your peace of mind. Whether you are an individual filer, a growing S Corp, or a mission-driven nonprofit, I ensure your filings are accurate, timely, and optimized for your specific financial goals.

Perfect for:

  • Individuals & Families: Complex personal returns and 1040 filings.

  • Entrepreneurs: Single-member LLCs and independent contractors.

  • Growing Entities: S Corps requiring specialized business returns.

  • Nonprofits: Organizations needing reliable 990-series compliance.

Tax Preparation Services

Individual & Small Business

  • Individual (1040): Standard and itemized personal returns.

  • Single-Member LLCs: Schedule C preparation for the self-employed.

  • S Corps (1120-S): Corporate returns and K-1 distribution.

Nonprofit Compliance (Form 990)

  • 990-N (e-Postcard): For small nonprofits with net assets <$50,000.

  • 990-EZ (Short Form): For mid-sized organizations needing streamlined reporting with net assets $50,001 -$200,000

  • 990 (Full Form): Comprehensive filing for larger or more complex nonprofits with net assets <$200,001.

Secure Your Tax Spot

Unmatched Client Advocacy

"From one Tax Pro to the next, Phillip keeps the interest of his clients in front of him at all times. He provides smart tricks and tips to keep them ahead of the curve on tax law changes and shows the steps they can take to reduce their tax liabilities each day with each transaction they make in their businesses."

— Michelle D., TaxAgility Tax Advisors, LLC