Welcome to Tax Artists

Tax preparation and tax planning — the right way.

We prepare every kind of return with care, then help you understand what drove the number and what to do differently next year.

A tax adviser reviewing a return with a client
Returns we prepare
1040 personal
Corporate — S and C
Partnerships
Trust returns and all other federal forms
State, Multi-State, City, RITA and local
Tax Resources

Everything you need, organised in one place.

The new client intake form, secure ways to send your documents, and the federal forms library — without the guesswork.

Organised tax documents and a client folder
On the resources page
New client intake form (PDF)
Secure client portal access
Federal tax forms and IRS publications
Planning and strategy services
Estate Planning

Protect what you built. Make it simpler for the people you leave it to.

A will, powers of attorney, a living will, and where it fits, a living trust — prepared so your family is not left to the courts.

An older couple walking together
Documents most plans include
A will
Powers of attorney
A living will
A living trust, where appropriate
Trust and estate return preparation
Contact Us

Speak with a certified, experienced team.

Call the Pasadena office, send a message, or ask about the workshops we hold throughout your state.

A client consultation in the office
Get in touch
(844) 829-2787
Monday–Friday, 9:00am–5:00pm
140 S Lake Ave, Suite 300, Pasadena, CA 91101
Two advisers working through a client file
Who we are

A return is the record. The planning is the work.

Tax Artists was established to serve clients with a holistic approach — handling this year’s preparation carefully, and helping you plan your tax outcomes over the long term.

We prepare all forms of returns for individuals, professionals, and small to mid-size businesses. What sets the work apart is the conversation afterwards: what moved your number, and which decisions are still in front of you.

About Tax Artists
Our services

Preparation, planning, and strategy.

Tax Preparation

1040 personal, Corporate S and C, partnerships, trusts and all other federal forms, plus State, Multi-State, City, RITA and local.

Tax Planning Services

Planning your tax outcomes over the long term rather than reacting to one filing season at a time.

Roth IRA Conversion Strategies

Guidance on whether a conversion fits your situation, and how to approach the timing and the amount.

Social Security Taxation Reduction

Strategies that may reduce the portion of your Social Security benefits subject to tax.

Charitable Tax Planning

Structuring charitable giving so it reflects your intentions and works within your tax position.

Small Business Strategy

Strategy development for owners of small and mid-size businesses, from entity choice onward.

Private. Secure. Professional.

Your documents never travel the open internet.

Tax Artists is a member of United Cloud Partners Services. We operate only in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents, through the CPATAXBANK service.

Please never fax or email completed forms over phone lines or the internet. Mail them, drop them at the office, or ask us to open a secure client portal so you can upload from home.

How we protect your information

Ready to talk tax preparation or planning?

We will be careful, accurate, and fair on price.