Alberts Accounting & Advisory
Tax professional reviewing returns

Services / Tax Planning & Preparation

SMART TAX,
ALL YEAR ROUND

Compliant filing and proactive planning that keeps more money in your business and takes the stress out of tax season.

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TAX, DONE STRATEGICALLY

From tax planning to preparation and compliance, we provide comprehensive tax solutions for individuals, LLCs, partnerships, C corporations, S corporations, and trusts. Our experienced professionals work closely with clients to navigate the complexities of the U.S. tax code, identify opportunities, and ensure timely compliance. With both virtual and in-person support available through our Orlando office, we deliver a personalized and seamless client experience.

WHAT WE OFFER

Individual Tax Returns

We provide individual tax planning and preparation services for a wide range of tax situations, including W-2 employment income, self-employment income, investments, and rental properties. Our team takes the time to understand each client’s unique financial circumstances and provide personalized guidance to help them navigate the tax filing process with confidence.

  • Comprehensive tax return preparation for W-2, self-employment, investment, and rental income
  • Personalized support and guidance throughout the preparation process
  • Experienced tax professionals with in-depth knowledge of the U.S. tax code
  • Tax planning to reduce liability and take advantage of applicable deductions and credits
  • Hassle-free, stress-free tax preparation experience

Partnership, LLP, and LLC Tax Returns

Comprehensive partnership tax solutions, combining expert guidance with integrated planning, compliance, filing, and advisory services tailored to the unique needs of partnerships, LLPs, and LLCs.

  • Federal partnership tax returns, including Form 1065 and Schedule K-1s
  • State income tax filings, including multi-state compliance
  • Guidance on partnership and LLC tax laws and regulatory requirements
  • Strategic tax planning to optimize tax efficiency for partners and members
  • Electronic filing (e-file) for accuracy and timeliness
  • Customized, end-to-end support throughout the tax preparation process
  • Assistance with tax notices, audits, and appeals
  • Ongoing, year-round advisory support, including updates on tax law changes

C Corporation Tax Returns

Navigating the complexities of C corporation taxation requires expertise and precision. Our team provides personalized support and technology-driven tax preparation solutions to ensure accurate, timely filings, while delivering ongoing advisory services to support informed business decisions.

  • Detailed analysis of financial statements and tax records
  • State and federal tax filings
  • Expert guidance on C corporation tax laws and regulations
  • Tax planning strategies
  • Electronic filing of C corporation tax returns
  • Customized support throughout the preparation process
  • Assistance with tax audits and appeals
  • Year-round support and advice

S Corporation Tax Returns

Expert guidance in S corporation taxation, combined with strategic tax planning, detailed financial analysis, and comprehensive federal and state tax compliance services. Our team delivers accurate filings and ongoing advisory support to help maximize tax efficiency and support long-term business success.

  • In-depth analysis of financial statements and tax records
  • Federal and state S corporation tax returns
  • Strategic tax planning to maximize savings and ensure compliance
  • Electronic filing (e-file) for accuracy and efficiency
  • Personalized, end-to-end support throughout the engagement
  • Assistance with tax notices, audits, and appeals
  • Ongoing, year-round advisory and support

Trust Tax Returns

Trusts are complex entities, and trust taxation can be challenging. We help clients navigate these complexities by ensuring compliance with applicable tax laws while implementing thoughtful tax planning strategies designed to minimize liability. As a critical component of trust administration, we deliver the expertise and attention to detail needed to manage trust tax obligations with confidence.

  • Compliance with state tax laws
  • Tax planning strategies
  • Preparation of Form 1041
  • Calculation of trust distributions
  • Electronic filing and ongoing support

WHY CHOOSE US?

Team collaborating

Certified Accounting Professionals

Credentialed accountants keep your books reconciled and your reporting clean, so the numbers you decide on are the real ones.

Accurate Tax Planning & Compliance

Returns filed right and on time, with planning through the year so your tax bill is never a year-end surprise.

Streamlined Payroll Management

Every pay run processed, withheld, and filed on schedule, so your team is paid correctly and you stay compliant.

Personalized Advisory Approach

Guidance shaped around your business, not a template, covering cash flow, budgeting, and the decisions ahead of you.

Multi-State Unclaimed Property Compliance

Escheatment reporting and owner due diligence handled in every state you file, before dormant balances become penalties.

Year-Round Client Support

A team that answers when you call, not just at deadlines, with secure document handling in between.

READY TO MAKE TAX SEASON EASY?

Book a free consultation and we'll map out a filing and planning approach built around your business. No obligation, no jargon.

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