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TAX COMPLIANCE

Tax Preparation for Individuals and Small Businesses

Taxes can be complicated and time-consuming. Let us help you simplify the process. We're a full-service tax preparation firm for individuals and small businesses, with a focus on pass-through business structures (LLCs, Partnerships, S-Corps).

INDIVIDUALS

  • Federal and state income tax return preparation for Single, Married Filing Jointly, Married Filing Separately, and Head of Household taxpayers

  • Optimization between the standard deduction and itemization

  • Buying or selling of principal residence

  • Charitable giving 

  • Pass-through activity from businesses

  • Rental real estate

  • Child and dependent care expenses

  • Medical expenses

LLCs, PARTNERSHIPS, S-CORPs

  • Federal and state return preparation

  • Qualified Business Income (QBI)

  • Asset depreciation and amortization

  • Repairs and maintenance analysis

  • Vehicle expenses

  • Travel and meals

  • 1099 reporting

  • Franchise taxes

  • LinkedIn - White Circle
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WellPlanned Finance Consulting LLC

1801 E 51st St, Ste 365-297

Austin, TX  78723

(512) 582-3423

© 2022 by WellPlanned Finance Consulting LLC

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