TAX RETURN PREPARATION
Compliance with our ever-changing federal and state tax laws can be challenging to maintain. At Banks Mountain Financial, we handle the often-cumbersome maintenance of the tax return filing process for our clients.
We strive to simplify the tax document collection process, providing a secure online client portal to upload and store documents year-round.
We deliver returns and obtain signatures electronically, allowing us to e-file returns promptly.
We also securely store electronic file copies of clients’ returns for their direct and easy access when needed.
We prepare the following income tax returns:
- Form 1040, Individual Income Tax Returns and Resident State returns
- Non-Resident State Returns
- Form 709, Gift Tax Returns
- Form 1041, Income Tax Returns for Estates and Trusts
- Form 1065, Returns of Partnership Income for Rental Real Estate and Investment Partnerships
Fees for tax return preparation range based on complexity and specific forms and schedules required. Upon review of your prior year tax returns, we will provide a fee quote.