Secure virtual appointments are available nationwide. In-person meetings in Taos are by appointment.
Request Consultation
Focuswise CPAs
EmailHome
Schedule Appointment
Focuswise CPAs
FW

Service Details

Tax Return Preparation

Accurate, strategic tax return preparation for individuals, high-net-worth clients, and growing businesses.

Filing your taxes shouldn't be a source of stress. We provide comprehensive tax return preparation services that ensure compliance while identifying legitimate opportunities to minimize your tax liability.

The Challenge

  • Missing out on available deductions or credits
  • Fear of IRS audits due to inaccuracies or complex filings
  • Complex financial situations requiring specialized knowledge
  • Time-consuming and confusing tax forms that take you away from your business

What's Included

  • Federal and State Tax Return Preparation
  • Forms 1120 (C-corporations) and 1120-S (S-corporations)
  • Form 1065 (Partnerships)
  • Form 1040 (Individuals and Sole Proprietorships)
  • Thorough review of previous returns
  • Identification of all applicable deductions and credits
  • Electronic filing for faster processing and confirmation

Our Approach

We don't just plug numbers into software. We take a holistic look at your financial picture, applying our deep understanding of tax law to ensure every return is accurate and optimized for your benefit. Our remote technologies allow us to work with you wherever you may be and at a time that's convenient for you.

Who this is for: Individuals, high-net-worth clients, small-business owners, and growing companies with increasingly complex financial needs.

The Process

1. Initial Consultation to understand your specific tax situation

2. Secure document collection via our client portal

3. Preparation and thorough review of your return

4. Final review meeting to discuss results and strategies for next year

5. Electronic filing and confirmation

Frequently Asked Questions

What documents do I need to provide?

We will provide a customized checklist based on your specific tax situation, typically including W-2s, 1099s, expense records, and previous tax returns.

Can you help if I haven't filed for past years?

Yes, we can assist with filing back taxes and resolving any associated issues to get you back in compliance.

Ready to get started?

Based in Taos and serving clients across New Mexico, Colorado, and nationwide.

Discuss This Service

Key Benefits

  • Peace of mind knowing your taxes are done right
  • Maximized tax savings through proactive identification of deductions
  • Reduced risk of penalties and audits
  • More time to focus on your business or personal life

Trusted by clients nationwide