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Services

Personal & Business Tax Preparation

Tax preparation is the heart of what we do. Every return is prepared in person, by a member of the family who will still be here next year when you have a question about it.

Who we prepare returns for

Individuals and families, including retirees, households with multiple W-2s and 1099s, rental property owners, and people who have fallen behind and need prior-year returns filed.

Small businesses of every shape: sole proprietors, partnerships, S corporations, C corporations, and LLCs, along with the owner’s personal return so the two are prepared together.

Estates and trusts, including fiduciary income tax returns and the paperwork an executor or trustee has to get right.

Non-profit organizations, including the annual information return and the state filings that keep an organization in good standing.

Federal, Ohio, and local

Northeast Ohio taxpayers deal with more than one taxing authority. We prepare the federal return, the Ohio return, school district income tax where it applies, and the municipal returns for Cleveland and the surrounding cities, including the credits between them that are easy to miss.

Amended and prior-year returns

If a prior return was prepared incorrectly, we review it and file an amended return where it will help. If you have unfiled years, we prepare them and work out the balance. And if a letter from the IRS or the state started all this, see our IRS problems and tax notices page.

Personal & Business Tax Preparation: common questions

Do I need an appointment to have my taxes done?
During tax season we see clients on a walk-in and appointment basis; call ahead and we will tell you the current wait. From May through December the office is open by appointment.
What should I bring to my tax appointment?
Your photo ID, Social Security cards for everyone on the return, every tax form you received (W-2, 1099, 1098, 1095), last year’s return if you are new to us, and records of deductible expenses. Our What to Bring page has the full checklist.
Can you file returns from earlier years?
Yes. We prepare prior-year federal, Ohio, and municipal returns and help you work out any balance due.
Do you file electronically?
Yes. Federal, Ohio, and most municipal returns are filed electronically, with direct deposit for refunds.

Come in or call with any questions.

We are at 5720 Fleet Avenue in Slavic Village. Walk in during office hours, call (216) 883-7411, or send us a note and we will get back to you.