Service - Income Tax Preparation

Tax Filing Shouldn't Be Stressful.
For O&M Clients, It Isn't.​

Strategy-Backed Filing — Done Right, Every Time

Preparation Built on a Plan

By the Time Tax Season Arrives, You're Already Prepared

Because we’ve built your tax strategy throughout the year, the filing process is smooth, accurate, and completely free of surprises. We prepare both business and personal tax returns — ensuring every strategy we’ve built together is properly reflected, every deduction is captured, and every number is accurate and defensible.

Business Returns

Tax Returns We Handle

Business Returns

  • S-Corporation returns (Form 1120-S)
  • Partnership returns (Form 1065)
  • Single-member LLC (Schedule C)
  • C-Corporation returns (Form 1120)
  • Sole proprietorship filings

Business Returns

  • Individual returns (Form 1040)
  • Self-employed/freelancer returns
  • Rental property income
  • Investment and capital gains reporting
  • Multi-state filings (if applicable)
The O&M Difference

Why O&M Tax Preparation Is Different
From Any Other Preparer

Based on a Plan

Your return is the final execution of a strategy we've built together all year — not just a data entry exercise.

All Deductions Identified

We've been tracking and planning deductions all year — so nothing gets missed at filing time.

No Surprises

Mid-year projections mean you already know approximately what your tax liability will be before we start.

IRS-Ready Documentation

Every deduction is supported, documented, and defensible. If the IRS asks, we already have the answer.

Bilingual Filing Support

Full support in English and Spanish — ensuring every client understands their return, obligations, and rights.

The 5-Step O&M Income Tax Preparation Process

Working With O&M Is
Simple, Transparent, and Stress-Free

A stress free path to filing.

Year-Round Preparation

We work with you throughout the year so nothing is a surprise at tax time.

Ongoing

Document Collection

We provide a clear checklist and help you gather everything needed efficiently.

Week 1-2

Return Preparation

We prepare your returns carefully, ensuring every deduction is captured.

February-March

Review & Approval

You review the returns with us, ask questions, and approve before we file.

Before Tax Filing

Filing & Support

We e-file your returns and remain available for any questions or issues.

Year-Round

FAQ

Your Income Tax Preparation
Questions, Answered

We start collecting documents in January and aim to file most returns by early March. The earlier you send documents, the earlier we can file.
We’ll send you a customized checklist based on your situation. Common items include W-2s, 1099s, bank statements, and prior year returns.
Yes. We prepare both business returns (LLC, S-Corp, Partnership, C-Corp) and personal returns, ensuring they’re coordinated properly.
We handle multi-state filings. We’ll determine which states require returns and ensure proper allocation of income.
We provide audit support and representation. Because we prepare returns carefully with proper documentation, audits are rare—but we’re here if they happen.
Yes. We can help you get caught up on unfiled returns and work with you to resolve any outstanding tax issues.

Done With Tax Season Surprises?

Schedule your free strategy session. Experience tax preparation that’s backed by a real plan — not just a form.

Schedule Free Strategy Session