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Tax preparation and planning

Taxes prepared carefully. Next steps made clear.

Tidewell helps individuals, self-employed people and small businesses prepare their returns and plan ahead. Tell us about your situation and we will point you to the right service.

Start with a quick message

Share your name and email, and we will follow up with questions and next steps.

We use your details only to reply to you. Please do not send Social Security numbers through this form.

Prefer to talk? Call (555) 555-0100. We will reply during business hours.

  • Individuals and families
  • Self-employed and freelancers
  • Small businesses

Find the right service

Which of these sounds like you?

Pick the closest match. If more than one fits, or none does, send us a message and we will work it out together.

What to expect

From first message to filed return

Here is how working with us usually goes. Exact steps vary a little by service.

  1. Step 1

    Tell us your situation

    Send a message or call. We ask a few questions to understand what you need and which service fits.

  2. Step 2

    Get a clear checklist

    We tell you which documents to gather and how to send them, so you are not guessing.

  3. Step 3

    We prepare and review

    Your return is prepared from your documents and reviewed. We follow up on anything that is missing or unclear.

  4. Step 4

    You review and file

    We walk you through the return, answer your questions and file it once you approve.

Getting ready

Helpful to have on hand

Every situation is different, and we will confirm exactly what you need. This is a general starting list.

  • Last year's tax return Helps us see what carries forward.
  • Income forms Such as W-2, 1099 and K-1 forms.
  • Other income records Income that did not arrive with a form.
  • Business income and expense records If you are self-employed or own a business.
  • Mortgage and property tax statements If you own a home.
  • Education and health coverage forms Where they apply to you.
  • Estimated payment records Payments you made during the year.
  • Letters from tax agencies Even ones you have already answered.

Preparation and planning

Two different jobs, and you may want both

Tax preparation looks back. It is the careful work of completing and filing your return for a year that has ended.

Tax planning looks ahead. It is a conversation, during the year, about what may affect your next return, so decisions are made with information instead of in a rush in April.

Many clients start with preparation and add planning once they see how much easier the next year can be.

Learn about tax planning

Illustration of tax forms with checked boxes and a calendar

Why people choose us

A dedicated tax practice

Clear next steps

You always know what we need from you and what happens next.

Questions welcome

There is no such thing as a silly tax question. Ask as often as you need.

Careful review

Returns are checked before they are filed, and you see the result before it is final.

FAQ

Questions people ask before they start

Cannot find your question? Send it to us and we will answer it.

How do I get started?
Use the form above or contact us. We will reply with a few questions and a checklist of what to send.
What is the difference between tax preparation and tax planning?
Preparation is completing and filing your return for a year that has already ended. Planning looks ahead, so you understand what may affect your next return while there is still time to act. See tax planning.
How much will it cost?
Fees depend on the complexity of your return and the work involved. We explain the fee before we begin so there are no surprises. We do not publish a one-size-fits-all price because returns vary a lot.
Do I have to meet in person?
Not necessarily. Tell us what you prefer and we will explain the options for sharing documents and reviewing your return.
Can you help with several years of returns I have not filed?
Often, yes. Please contact us and tell us which years are involved. Raise it early, because the sooner it is addressed the better.
What if I get a letter from a tax agency?
Do not ignore it. Send us a copy and we will tell you whether it is something we can help with directly, or whether you would be better served by another professional.
Can you guarantee a refund or a lower tax bill?
No. Nobody can honestly promise that before seeing your documents. We prepare your return accurately, point out items you may want to ask about, and explain the result.

Ready to get your taxes sorted?

Send us a message and we will tell you what to do next.

Get Started Call (555) 555-0100