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TAX PLANNING & PREPARATION

Expert Federal & State Tax Solutions for Individuals and Businesses

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It's Not What You Earn That Matters. It's What You Keep.

Minimizing taxes is essential to protecting your income, business cash flow, and long-term financial stability. That’s why we focus on proactive tax planning — not just seasonal tax filing.
Whether you are filing as an individual, managing a growing business, or navigating complex state and federal requirements, our goal is simple: reduce your tax liability, maximize eligible deductions and credits, and ensure full compliance with the latest 2026 tax laws.

From individual Form 1040 optimization and retirement contribution planning to business filings such as Forms 1120 and 1065, K-1 reporting, payroll tax compliance, and multi-state filings, we help you structure your taxes efficiently — so you keep more of what you earn.

Ready to take control of your tax strategy? Connect with our team today.

Because income tax is typically our clients’ largest outflow, we place great importance on income tax planning and preparation. We want to be proactive at all times, not reactive.

Susan Portnoi, CPA/PFS

Sr. Wealth Advisor

Why Professional Tax Services Matter

Whether you’re an individual filer or a growing business, working with tax professionals delivers measurable advantages beyond just filing your return.

Compliance with Laws

Avoid penalties, interest, and legal issues by staying compliant with constantly changing federal and state tax regulations.

Maximize Savings

Professional guidance helps identify deductions and credits that many individuals and businesses commonly overlook.

Time & Stress Reduction

Outsourcing tax work allows clients to focus on personal priorities or business operations without the burden of tax compliance.

Financial Growth & Planning

Strategic tax planning supports long-term wealth building and business expansion by reducing your total tax obligations.

Our Core Tax Services

Optimizing your financial life starts with structured, specialized tax support. Our services are designed to cover every major area of tax planning and compliance — from individuals to complex business and multi-state matters.
Filing as an individual involves much more than submitting a Form 1040. We take a personalized approach to ensure every credit, deduction, and tax-saving opportunity is fully evaluated. Whether you’ve purchased a home, welcomed a child, adjusted retirement contributions, or experienced income changes, we align your return with your current financial situation.

KEY SERVICES

  • Tax Preparation & Filing
  • Tax Planning
  • IRS Representation
  • Amended Returns

CREDITS & DEDUCTIONS

  • Child Tax Credit
  • EITC
  • AOTC
  • LLC Education Credit
  • Mortgage Interest
  • Property Tax Deduction

Each business structure carries unique tax responsibilities. We manage the complexities of business filings, including Forms 1120, 1120-S, and 1065, along with K-1 distributions and payroll tax compliance.

ENTITY TYPES & FORMS

  • Sole Proprietorship → Schedule C
  • Partnership → Form 1065
  • S-Corporation → Form 1120-S
  • C-Corporation → Form 1120

ADDITIONAL SERVICES

  • Tax Strategy
  • Bookkeeping
  • Payroll Tax (941/940)
  • Sales Tax Compliance
  • Audit Support

State tax regulations vary significantly and often change independently from federal law. We provide comprehensive state tax preparation for all 50 states, ensuring you remain compliant wherever you operate.
All 50 States | Multi-State Nexus | State-Specific Credits | Filing Deadlines

Texas Residents: Texas has no state income tax. We still manage your sales tax, franchise/business tax, and property tax obligations to keep you fully compliant.

Federal compliance forms the foundation of your tax strategy. With evolving legislation, we help you understand how federal tax law impacts your bottom line — including capital gains optimization and IRS representation.

KEY TAX TYPES

  • Income Tax (Progressive)
  • Payroll/FICA
  • Corporate Tax
  • Capital Gains
  • Self-Employment Tax

KEY FEATURES

  • Standard vs. Itemized Deductionsy
  • All Filing Statuses
  • April 15 Deadline
  • IRS Audit Representation

For illustrative purposes only, may not be applicable to all clients.

Understanding Federal vs. State Taxes

Federal and state taxes operate under separate authorities with different rules, rates, and deadlines. Here’s a quick comparison to help you understand the difference.
FEATURE FEDERAL TAX (IRS) STATE TAX
Authority Internal Revenue Service (IRS) State tax agencies (e.g., TX Comptroller)
Coverage Nationwide — applies to all U.S. residents State-specific — only where you live or operate
Income Tax Yes — progressive rates based on income Varies — Texas has NO state income tax
Tax Rates Standardized brackets (10%–37%) Different rates and brackets per state
Deductions & Credits Federal rules — standard or itemized State-specific rules, may differ from federal
Filing Deadline April 15 annually May vary by state

Featured Solutions

  • Comprehensive tax planning
  • Tax return preparation & filing
  • Succession planning
  • Charitable giving strategies
  • Tax-loss harvesting
  • Efficient distributions
  • Roth conversions
  • Retirement plan contributions

* Tax preparation and tax filing are a separate fee from our investment management and planning services.

Take the Long View with Taxes

When it comes to taxes, many families are only looking in the rearview mirror. Whether you work with an accountant or file your tax return yourself, you’re typically only measuring what happened in the past, and only one year at a time.

But what about next year? And the year after that? At Quyen Le, our CPAs can prepare your tax returns. But more importantly, we help you understand what your tax situation may look like in the future — and how the tax decisions you make today can affect your future wealth.

Ready to think about
your taxes differently?

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Schedule Your Tax Services Appointment

Fill out the form below and our team will contact you within 24 hours to schedule your Tax service.