Tax Services

Solid tax work is not just about filing a return. It is about protecting cash flow, avoiding avoidable mistakes, and making sure your reporting holds up under scrutiny. A well-prepared return ties to the underlying records, reflects the correct tax method and elections, and captures legitimate deductions and credits without drifting into positions that invite notices or audit risk. That combination—tax savings and defensible reporting—is where cheaper, inexperienced tax preparers and high-volume tax chains often fall short.

Here at Schyler C. Smiley, CPA PLLC, we provide tax preparation and planning with a detail-driven, compliance-first approach, so you can pursue every legal tax advantage without gambling on sloppy reporting.

A black desk top with items including a cup of coffee, tax forms, a pen, a smartphone, an envelope, and yellow sticky notes.

Tax Services Include (All Filings)

  • Preparation of federal and applicable state income tax returns

  • Streamlined, fully electronic process (no unnecessary office visits)

  • Secure electronic document upload for tax forms and supporting documents

  • Transparent quoting and clear expectations before preparation begins

  • Identification of potential missed deductions and credits

  • E-signature for engagement letters and e-file authorization documents

  • Review for completeness, consistency, and common errors/misclassifications

  • Compliance-focused reporting designed to reduce IRS/state notice and audit risk through accurate, supportable positions

  • Clear explanation of results, key drivers, and year-ahead considerations

Additional Items for Business Returns

  • Review of bookkeeping for tax-ready reporting and proper categorization

  • Support for cash vs. accrual method consistency and year-end adjustments as needed

  • Coordination of entity-specific filing requirements and deadlines (as applicable to your entity type)

Additional Items for Individual Returns

  • Online organizer/questionnaire to gather information efficiently and reduce back-and-forth

  • Focused review of common individual reporting areas (e.g., wage/investment reporting, itemized deductions, credits, and life-event changes)

  • Planning notes related to personal income, deductions, and withholding/estimates for the year ahead

Tax Planning Services (Business and Individual) May Include

  • Comprehensive planning and proactive “what-if” guidance for major decisions

  • Estimated tax and withholding strategy reviews

  • Timing strategies and compliance-minded optimization tailored to your situation

Ready for tax work done right?

If you’re looking for accurate, compliant tax filing and proactive planning that helps you keep more of what you earn, we’re here to help.

Schedule a consultation to discuss your situation and goals.

Learn More