Individual & Business Tax Preparation

Home / Services / Individual & Business Tax Preparation

Focused Fiscal Force, LLC

Individual & Business Tax Preparation

Clear explanations, a personalized document checklist, and a secure place to share your records.

Book your 15-minute tax consultation

Individual and Business Tax Preparation

Focused Fiscal Force, LLC prepares individual and business tax returns. We begin with a conversation about your situation and the returns you need prepared. We take the time to explain the information being filed.

Our tax preparation services include:

  • Individual and business federal income tax returns.
  • Applicable state income tax returns.
  • Prior-year and multiple-year tax preparation.
  • Preparation involving self-employment, business ownership, rental properties, and other sources of income.
  • Assistance addressing federal and state taxes due, including payment plans and offers in compromise where available and applicable in your circumstances.

We’ll discuss your needs and confirm the services we can provide for your situation.

Let Your Circumstances Guide the Work

Behind on your tax returns? We can help you get caught up without judgment.

Life happens. Running a business, managing family responsibilities, or feeling overwhelmed by paperwork can make it difficult to keep up. You don’t need to feel embarrassed or have everything figured out before asking for help.

Whether you have one outstanding return or several years to address, we’ll review your circumstances, identify the information needed, and outline a practical approach to getting caught up.

If your completed returns show taxes due, penalties, or interest, we can help you understand available options and next steps. We’ll explain what we can assist with and discuss any additional services before proceeding.

Clear Responsibilities and Fixed Pricing

Our tax preparation uses fixed pricing based on the returns being prepared. Some circumstances require additional preparation that may become apparent as we review your information.

Before work begins, we’ll explain the pricing approach and agree on the services, responsibilities, and timing. If additional work or fees are needed, we’ll discuss them with you before proceeding.

Your engagement agreement explains the scope of services, each party’s responsibilities, and the timing of the work. Fees are documented on your invoice. The final amount may depend on the preparation required, including any additional work discussed with you along the way.

Tax Preparation and Filing Are Separate Steps

Your fee pays for preparing your tax returns. Filing follows your review and approval.

Tax preparation includes reviewing the information you provide, completing the necessary calculations, and preparing your returns. Once preparation is complete, we’ll review the results with you and explain the next steps.

We submit your returns only after receiving your authorization to file and completing the required filing approvals.

Choosing not to file a prepared return does not remove the charges for preparation work already completed. Those charges apply whether your return shows a refund or a balance due.

Keep private documents in your portal.

Use your personal, secure Canopy client portal for tax documents. Please avoid sharing sensitive records through regular email, public comments, social media, or appointment descriptions.

FAQ

Questions about tax preparation

What documents do I need for tax preparation?

After you complete our onboarding questionnaire, we will provide a personalized checklist of the documents needed for your tax preparation. If we need additional information, we will send a follow-up request through Canopy. Upload your documents through your personal, secure client portal.

When should I submit my tax paperwork?

To help us plan your work, please aim to complete your onboarding information and provide your tax documents by:

  • March 1: calendar-year partnership and S-corporation returns.
  • April 1: individual returns and other returns with April filing deadlines.

Fiscal-year returns and other filing schedules may need different submission dates; we will confirm the timing for your engagement. These are our document-submission targets, not IRS filing deadlines. Contact us early if documents will arrive later.

Can you prepare my taxes if I live in another state?

We prepare tax returns for clients in many states. Schedule a consultation so we can confirm the requirements for your state and whether we can assist with your filings.

How long should I keep my tax records?

IRS guidance generally calls for keeping records supporting your return for three years, with longer periods for certain circumstances and types of records. Keep copies of your filed returns, and review the IRS recordkeeping guidance and your state tax agency’s requirements before discarding documents.

How is tax preparation priced?

Our tax preparation uses fixed pricing based on the returns being prepared. Some circumstances require additional preparation that may become apparent as we review your information. If additional work or fees are needed, we’ll discuss them with you before proceeding. Fees are documented on your invoice.

I lost my copy of last year’s tax return. Can you email it to me?

For your security, we do not email tax returns. Log in to your personal, secure Canopy client portal to view or download copies of returns we prepared for you. If your portal is inactive, contact us to arrange temporary access for 48 hours so you can download your documents.

Let’s find your next step together.

Start with a conversation about your needs and questions. We’ll listen, talk through your situation, and explore how our services could support you.

Book your 15-minute tax consultation