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Tax Preparation

We take care of the financial details so you can focus on the bigger picture.

Jerod Ostermeier CPA, CFP®, MBA takes an active approach to tax planning and return preparation services, giving you the personalized guidance you need. Today's tax laws are so complicated that even filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there is no substitute for the assistance of a CPA.

We work closely with our clients to gather and summarize tax information in a timely and efficient manner. Our significant investment in tax compliance and research software enables us to accurately and efficiently prepare tax returns for our clients. We pride ourselves in finding opportunities to reduce our clients’ tax burden. We e-file your tax returns and can direct deposit your refund– a faster and more secure method than filing a paper return or receiving a paper check.

Your state tax liability is not always limited to the state in which you reside or do business. We can help you file multi-state, resident, and non-resident returns, coordinating your deductions and credits to maximize your tax savings.

Allow us to determine the best individual tax filing strategies for your situation by requesting a consultation below.

We plan, prepare, and file:

  • Individuals, including Small Businesses, Rentals, and Farms
  • Partnerships
  • C and S Corporations
  • Estate, Trust, and Gift Returns

We also provide:

  • IRS and State Audit Representation
  • Second Opinions

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