Tax Preparation
Our professional tax preparation services ensure your returns are completed correctly, on time, and in full compliance with current regulations. Whether you're an individual, freelancer, or small business owner, we take the guesswork out of deductions, credits, and filing requirements—so you get the maximum benefit and complete peace of mind.
What We Offer
We provide reliable, year-round tax preparation services designed to meet the needs of individuals and businesses alike. Whether you’re filing a personal return or managing complex business taxes, our experienced team ensures accuracy, compliance, and maximum value every step of the way. From straightforward filings to multi-entity businesses, we take the stress out of tax season by handling the details—so you can file with confidence and focus on what matters most.
INDIVIDUAL
BUSINESS
Ways To Get Started
To protect your personal and financial information, you will receive a link to a secure client portal created specifically for you. This private portal allows you to securely upload your tax organizer(s) and tax documents at your convenience, ensuring your information remains confidential, organized, and protected throughout the tax preparation process.
Upload From Your Computer
Upload your tax documents and let us do the work for you.
Submit Your Tax Documents To Us
We know your time is valuable. That’s why our online tax preparation services are designed for convenience and flexibility. Everything can be handled through our secure portal, and you can schedule a virtual meeting when needed.
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Fill out the appropriate Tax Organizer(s).
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Gather your tax documents.
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Upload your tax organizer(s) and documents to our portal.
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We will prepare your return and communicate via the portal regarding any questions or missing documents.
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We will send you a screen recording of your return for your review before you sign it.
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Once signed, we will e-file your return.
If you would like a virtual meeting to review your return or have questions regarding your return, schedule an appointment.
What Documents Do I Need?
The documents needed to prepare your tax return will vary based on your individual or business situation, but often include income records, expense documentation, and prior-year tax returns. Providing complete and accurate information allows us to identify eligible deductions, ensure compliance, and prevent delays. If you’re unsure which documents apply to your situation, our team is happy to guide you.
To prepare your tax return accurately and efficiently, certain documents may be required depending on your personal and financial situation. Whether you’re employed, unemployed, married, single, have kids, or have a side gig, there’s tax information that fits your situation. To prepare your return we may require documents related to:
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your personal identification,
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your dependent information (if applicable)
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sources of income,
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records of self-employment (if applicable),
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potential deductions and credits like education expenses, childcare costs, retirement contributions, or charitable donations, and
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financial details such as direct deposit information and prior-year tax return.
We provide business tax preparation services for sole proprietorships, partnerships, LLCs, S corporations, C Corporations, and tax-exempt organizations. Preparing an accurate business tax return requires specific financial and operational documents, depending on your business structure and activities. These may include:
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prior-year business tax return,
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profit and loss statements,
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bank statements,
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income and expenses records, and
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home office expense records (if applicable),
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and payroll records.
Additional documents may include asset purchases, depreciation schedules, mileage logs, and documentation related to business deductions and credits.
Disclaimers
The information contained on this site is provided for informational purposes only and should not be construed as professional tax advice. Each person's tax situation is unique and individual results will vary, including whether someone receives a tax refund or owes taxes. Coresperity makes no guarantee of any particular result. We do not guarantee that you will receive a refund.