Service 01
Tax Preparation & Planning
Individual, business, trust, and non-profit returns — filed accurately and planned for year-round, not just in April.
Overview
Tax law rarely stands still, and every filing season brings a fresh set of thresholds, credits, and reporting rules. Our tax practice exists to take that complexity off your desk and turn it into a clear plan you can act on.
We prepare returns for individuals, closely held businesses, partnerships, trusts, and non-profit organizations across southeastern and central Ohio. Just as importantly, we plan ahead — modeling entity elections, retirement contributions, depreciation strategy, and estimated payments before the year closes, when those decisions can still change your outcome.
What this engagement includes
- Individual tax preparation
- Business tax preparation
- Corporate (C-Corp, S-Corp)
- Partnership
- Sole proprietor
- LLC
- Non-profit information returns (Form 990)
- Trust and gift tax preparation
- Payroll and other regulatory filings
- Year-round tax planning and projections
- Employee benefit plans
- IRS representation and notice response
- Business start-up and entity selection planning
Questions we're asked
Tax Preparation & Planning — frequently asked questions
When should I send my tax documents to SEO CPA Group?
As soon as your W-2s, 1099s, and K-1s arrive — typically late January through February. Earlier submissions get earlier review, and give us room to catch missing items before the deadline. If you need an extension, we file it and give you a paid-in estimate so you avoid interest.
Do you work with both my business and my personal return?
Yes, and we prefer it. Owner compensation, distributions, pass-through deductions, and retirement contributions all move between the two returns, so preparing them together generally produces a better result than treating them separately.
Can you help if I have already received an IRS letter?
Yes. We provide IRS and state representation, including responding to notices, reconstructing records, and negotiating payment arrangements. Send us the notice as soon as it arrives — most have a response window.
What does tax planning actually involve?
A planning engagement typically includes a mid-year and late-year projection, a review of entity structure, estimated payment scheduling, and a look at retirement and benefit plan options. The goal is to make decisions while the tax year is still open.
Keep exploring
Other services from our firm
- 02
Audit & Accounting
Audits, reviews, and financial statement services for non-profits, benefit plans, construction, and small business.
Read more - 03
CFO & Consulting
Fractional CFO, controller, and high-level advisory support — ongoing or for a single project.
Read more - 04
Payroll & Bookkeeping
Automated payroll, clean books, and QuickBooks setup so the back office stops consuming your week.
Read more - 05
IT Consulting
Network design, backups, disaster recovery, and cyber safeguards from consultants who also know your books.
Read more - 06
Third Party Administration
401(k) plan design, documents, Form 5500, and compliance testing — kept current, kept compliant.
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Free initial consultation
Let's talk about where you stand.
A short conversation is usually enough to tell whether we're the right firm for your situation. There's no charge for the first one.