Our Tax & Financial Services

Comprehensive solutions for individuals, families, and businesses. Every service backed by our accuracy guarantee.

Tax Preparation Services

Accurate, thorough tax preparation for every filing situation — from simple W-2 returns to complex multi-entity filings.

Our certified tax professionals handle the entire preparation process from document review through electronic filing. We stay current with the latest tax code changes, ensuring you claim every deduction and credit available. Each return undergoes a multi-point quality review before submission.

Individual Tax Returns (1040) — W-2 income, investment income, rental properties, retirement distributions, education credits, itemized deductions
Business Tax Returns — Sole proprietorships (Schedule C), partnerships (1065), S-corporations (1120S), C-corporations (1120)
Multi-State Filing — Proper allocation and apportionment for clients with income in multiple states
Amended Returns — Corrections to previously filed returns (Form 1040-X) to claim missed deductions or fix errors
Prior Year Returns — Catch up on unfiled returns from previous years to get back in compliance
$89
Starting at

Simple Return

  • W-2 income only
  • Standard deduction
  • Federal + State
  • E-filing included
$199
Starting at

Standard Return

  • Multiple income sources
  • Itemized deductions
  • Investment income
  • Credits optimization
$349
Starting at

Complex Return

  • Self-employment
  • Rental properties
  • Multi-state
  • Schedule C/E/D
$499
Starting at

Business Return

  • 1065/1120S/1120
  • K-1 preparation
  • Payroll reporting
  • Quarterly estimates

Bookkeeping Services

Keep your books organized year-round with professional bookkeeping that saves time and prevents costly errors at tax time.

Disorganized books mean missed deductions, higher preparation costs, and increased audit risk. Our bookkeeping services ensure your financial records are accurate, up-to-date, and tax-ready at all times. We work with QuickBooks, Xero, FreshBooks, and other popular platforms.

Monthly Reconciliation — Bank and credit card statement reconciliation, categorization of all transactions
Accounts Payable/Receivable — Invoice management, bill payment tracking, aging reports
Financial Statements — Monthly profit & loss, balance sheet, and cash flow statements
QuickBooks Setup — Chart of accounts, integrations, training, and ongoing support
Payroll Processing — Weekly/bi-weekly payroll, tax deposits, W-2/1099 preparation

"Switching to A Tax Man for bookkeeping was the best business decision I made. My books are always current, my tax prep is smoother, and I found deductions I was missing for years."

— Sarah M., Small Business Owner

"Professional, responsive, and thorough. They caught a bookkeeping error from my previous service that would have caused problems with the IRS."

— David R., Freelance Consultant

IRS Representation & Tax Resolution

Received an IRS notice? Under audit? We stand between you and the IRS, protecting your rights and resolving issues efficiently.

Dealing with the IRS can be intimidating. Our enrolled agents and tax attorneys have the credentials and experience to represent you in audits, appeals, collections, and penalty abatement cases. We handle all communication with the IRS on your behalf.

Audit Representation — Complete representation in IRS and state audits, from initial contact through resolution
IRS Notice Response — Professional review and response to CP2000, CP2501, and other IRS notices
Offer in Compromise — Negotiate settlement of tax debt for less than the full amount owed
Installment Agreements — Set up manageable monthly payment plans for tax balances
Penalty Abatement — Request removal or reduction of IRS penalties for reasonable cause
Innocent Spouse Relief — Protection from liability for errors on joint returns filed by your spouse

Do Not Ignore IRS Notices

An IRS notice does not automatically mean you are in trouble. Many notices are routine and easily resolved. However, ignoring them can lead to escalation, penalties, and enforced collection. Contact us immediately for a free notice review.

Common IRS Issues We Resolve:
  • Back taxes and unfiled returns
  • Tax liens and levies
  • Wage garnishments
  • Payroll tax problems
  • State tax issues
Free Case Review

Tax Planning & Strategy

Proactive tax planning that saves thousands. We analyze your complete financial picture and implement strategies to minimize your lifetime tax burden.

Filing your return captures last year. Tax planning shapes your future. Our planning services look beyond April 15 to implement year-round strategies that legally reduce your taxes. From retirement contribution optimization to entity structure selection, we help you keep more of what you earn.

Year-End Tax Planning — Comprehensive review in Q4 to implement last-minute strategies before December 31
Retirement Tax Planning — Roth conversions, RMD strategies, Social Security optimization
Business Entity Selection — LLC vs S-Corp vs C-Corp analysis with tax impact modeling
Investment Tax Optimization — Tax-loss harvesting, asset location, capital gains management
Estate & Gift Planning — Lifetime gift strategies, trust considerations, estate tax minimization

Tax Planning Saves Real Money

$3,200
Avg. Annual Savings
92%
Client Satisfaction

Clients who use our tax planning services save an average of $3,200 per year compared to filing without planning. The earlier you start, the more opportunities we can capture.

Schedule Planning Session

Stay Updated on Tax Law Changes

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