Tax Preparation & Filing

Careful preparation. Clear guidance. Timely filing support.

Professional federal and state tax return preparation with practical guidance related to your filing. Additional tax advisory support may be available upon request and based on the circumstances.

The approach

From a 1040 with a Schedule C to multi-state individual and business filings, AEM prepares, reviews and e-files the return based on the agreed scope of the engagement. Each filing is reviewed before it is transmitted, and copies are organized where you can find them. Practical guidance related to your filing is part of the engagement, and additional tax advisory support may be available upon request depending on the circumstances.

Enrolled Agent-led preparation, with direct communication with the professional handling your return.

Reviewed before it is filed

Returns are prepared and reviewed carefully before any form is transmitted.

Clear guidance when you need it

Have questions about your return? We're available to explain key items and answer questions about the completed filing.

Support beyond filing

If you receive a tax notice, contact us promptly. We can review it, explain the issue, and discuss the appropriate next steps. Additional services and fees may apply.

Sales and use tax filing support

For businesses that collect sales tax, AEM can prepare and submit applicable state and local sales and use tax returns and reconcile amounts collected against the accounting records. Registration requirements, taxability determinations, and nexus analysis are considered individually and may fall outside the agreed scope.

Assistance with certain IRS notices

If you receive a notice, send it to us promptly. We can review it, explain what it says, and discuss appropriate next steps within the agreed scope. AEM does not provide tax-resolution, audit-defense, offer-in-compromise, collection-settlement, or litigation services, and representation is not unlimited. Additional services and fees may apply.

What clients say

Armando is a WONDERFUL accountant! He is professional, patient, and thorough. My taxes are complex, and he handled it with ease. I can highly recommend his accounting service!

Cherie H.Google review · Jul 30, 2024

Talk to an accountant, not a sales rep.

Brief initial consultation, no cost and no obligation. We will discuss the proposed scope and provide clear pricing before any work begins.