Tax Resources
Our firm offers superior client services and consulting to individuals, professionals, and small to mid-size businesses. Here's how we help.
Tax Preparation
All forms of tax returns — 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms, plus State, Multi-State, City, RITA, and local.
Tax Planning Services
A holistic approach to planning your tax outcomes over the long term, not just at filing time.
Roth IRA Conversion Strategies
Guidance on when and how a Roth IRA conversion may fit your long-term plan.
Social Security Taxation Reduction Strategies
Approaches that may help reduce the portion of your Social Security benefits subject to tax.
Charitable Tax Planning Strategies
Structuring charitable giving to align with both your intentions and your tax position.
Small Business Strategy Development
Consulting and strategy for small and mid-size business owners.
New client intake form.
New to Tax Artists? Download our intake form, fill it out, and bring it to your appointment to help us get started faster.
The form includes everything we need to set up your file — contact details, dependents, and business information if you own a business or rental. Complete whichever sections apply to you.
Download intake form (PDF)Workshops offered throughout your state.
Please call 1-(844) 829-2787 for the dates and times of our upcoming workshops, offered throughout your state.
Contact us