Tax Planning and Preparation

Proactive, compliant tax strategies that minimize liability, reduce risk, and keep your business prepared year-round.

SolveX Finance

Proactive Tax Strategy

Plan smarter. File with confidence.

Year-round tax planning and accurate filings designed to reduce liability and ensure compliance.

Minimize Liability. Maximize Opportunity.

We provide comprehensive tax planning and preparation for individuals, businesses, and self-employed professionals. Our approach is proactive – we look ahead to help you take advantage of every opportunity to save.

Services Include:

  • Individual Tax Returns – Federal and State
  • Business Tax Returns
  • Quarterly Estimated Taxes
  • Tax Planning Consultations
  • Multi-State and Local Filings
  • Tax projections and cash flow planning
  • Year-End Tax Strategy Sessions

Doing your taxes yourself can take 13 hours on average. Life is busy enough — let us handle the details.
Our tax services streamline compliance, maximize opportunities, and remove the stress from tax season.
Focus on what matters most — we make taxes work for you.

We simplify taxes so you can focus on growth.

Get StartedGet Started

Individual Tax Forms

  • Form 1040 – U.S. Individual Income Tax Return

  • Schedule A – Itemized Deductions

  • Schedule B – Interest and Dividend Income

  • Schedule C – Profit or Loss from Business (for sole proprietors)

  • Schedule D – Capital Gains and Losses

  • Schedule E – Supplemental Income (rental, royalties, partnerships)

  • Schedule SE – Self-Employment Tax

  • Form 8863 – Education Credits

  • Form 8880 – Retirement Savings Contributions Credit

  • Form 8962 – Premium Tax Credit

Business Tax Forms

  • Form 1065 – Partnership Return

  • Form 1120 – C Corporation Tax Return

  • Form 1120-S – S Corporation Tax Return

  • Schedule K-1 – Partner or Shareholder Income (from 1065 or 1120-S)

  • Form 941 – Employer’s Quarterly Payroll Tax Return

  • Form 940 – Employer’s Annual Federal Unemployment Tax Return

  • Form W-2 – Wage and Tax Statement

  • Form W-3 – Transmittal of W-2 Forms

  • Form 1099 – Miscellaneous Income (contractors, dividends, interest)

Specialized / Other Forms

  • Form 990 – Nonprofit Organization Return

  • Form 1041 – Estate or Trust Income Tax Return

  • FBAR (FinCEN Form 114) – Foreign Bank Account Reporting

  • Form 8938 – Statement of Specified Foreign Financial Assets

  • Form 1040X – Amended Individual Return

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You’ve done the hard work.

Now let your business work for you. Taxes, finances, and analysis don’t have to slow you down. We provide expert support and clear strategies so you can focus on what matters most – your growth and success.

Clarity You Can Trust

Clear insights and reliable guidance to help you move forward with confidence.

Support That Scales

Flexible services that grow with you – whether you’re an individual or a business.

Frequently Asked Questions

Below are answers to some of the most common and important questions we receive from individuals and business owners.

What are the most important tax law changes for individuals and businesses in 2025?2026-01-29T16:40:29+00:00

Recent federal tax law updates for 2025 introduced changes affecting individual income taxes and business taxation. These include inflation-adjusted tax brackets and standard deductions, updates to business deductions and depreciation rules, and expanded planning opportunities for high-income taxpayers and small business owners. Understanding these changes is critical for proactive tax planning and compliance.

What should taxpayers know about the tax impact of inflation adjustments?2026-01-29T16:41:00+00:00

Key tax brackets and deduction limits are adjusted each year for inflation. These adjustments affect taxable income thresholds, meaning some taxpayers may remain in lower tax brackets or qualify for larger deductions without changing behavior.

What should individuals know about standard deduction changes?2026-01-29T16:41:11+00:00

Standard deductions were increased for tax year 2025, providing more upfront tax relief for filers. Higher standard deductions can reduce taxable income significantly, especially for individuals and families who do not itemize.

What types of tax returns do you prepare?2026-01-29T16:47:21+00:00

We prepare federal and state individual tax returns, business tax returns for LLCs, S corporations, and partnerships, as well as returns for self-employed individuals. We also assist with estimated taxes, multi-state filings, and tax notices.

Are tips and overtime pay taxable under current IRS guidelines?2026-01-29T16:47:34+00:00

Yes. Tips and overtime pay remain taxable income under IRS rules; however, recent tax legislation introduced temporary federal income tax deductions for certain qualified tips and overtime wages. These deductions are subject to income thresholds and reporting requirements, making proper tax documentation essential.

Are there new tax incentives for business asset purchases?2026-01-29T16:47:43+00:00

Yes — bonus depreciation has been restored at 100%, and certain qualified production properties may also be fully deductible in the year purchased. These provisions help businesses write off the cost of eligible equipment and assets immediately rather than over multiple years.

How might the IRS use technology and analytics in audits and compliance?2026-01-29T16:47:51+00:00

The IRS is increasingly adopting technology, including advanced analytics and AI tools, to improve efficiency and target potential compliance issues. Accurate recordkeeping, timely filings, and professional tax guidance are increasingly important to reduce audit risk and respond effectively to IRS inquiries.

How can I Track My Tax Refund?2026-01-29T16:49:46+00:00

Check the status of your federal tax refund directly with the IRS. This tool provides real-time updates on refund processing and expected deposit dates.
https://www.irs.gov/refunds

Where can I make my estimated tax payments?2026-01-29T16:49:39+00:00

Use EFTPS to securely make federal estimated tax payments, extension payments, and other tax payments online. This system is commonly used by individuals, self-employed professionals, and businesses.
https://www.eftps.gov

Other IRS-approved payment options are available as well. Learn more at: https://www.irs.gov/payments.

What are the Key Provisions of OBBB?2026-01-29T16:49:27+00:00

Official IRS overview of major tax provisions introduced under the “One Big, Beautiful Bill,” including changes that may impact individuals, small businesses, and self-employed taxpayers. This page highlights eligibility rules, effective dates, and compliance considerations.
https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions

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SolveX Finance is a team of seasoned professionals with extensive backgrounds in finance, Tax, accounting, and business development.

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