Tax Preparation &Planning
Tax preparation and planning for individuals and businesses with multiple income streams, changing income, and more complex tax needs.
Artists, creators, entrepreneurs, business owners, production professionals, and other clients who need organized tax preparation and proactive planning.
Services May Include
Individual Tax Returns
Federal and applicable state income-tax preparation when included in the engagement.
Business Tax Returns
Tax-return preparation for the business entities specifically included in the engagement.
Tax Projections
Year-end and other tax projections based on available financial information.
Estimated Tax Guidance
Estimated-tax calculations and payment guidance when included.
Tax Planning
Planning related to the client's tax structure, income, compensation, deductions, timing, and other applicable tax considerations.
Multi-State & Specialized Matters
Additional state filings, foreign reporting, notices, examinations, amended returns, and other specialized tax matters may require separate scope and fees.
Exact services vary by client and are confirmed in the written engagement agreement.
From information review to filing
Information & Review
We collect and review the tax and financial information required for the agreed engagement.
Planning
When included, we prepare tax projections and discuss available planning considerations based on the client's circumstances.
Preparation
We prepare the applicable tax returns and related documents based on information provided by the client and authorized sources.
Client Approval & Filing
The client reviews and approves the return before filing. X DIGIT files after receiving the required information, approvals, signatures, and authorizations.
Examples of Tax Deliverables
Depending on the engagement, deliverables may include:
Tax notices, examinations, amended returns, agency correspondence, foreign reporting, multi-state matters, and other specialized work may require a separate engagement or additional fee.
Professional tax software and secure document portals integrated with your accounting records.
The services described on this page represent capabilities that may be available from X DIGIT. Exact services, deliverables, responsibilities, and fees are determined by the applicable written engagement agreement.
Let's Talk About Your Tax Situation
Tell us about your business, income, entities, and current tax needs.
Schedule a Consultation