Tax Preparation Services

Your tax liability is most likely a significant expense in any given tax year. For that reason, many people dread tax season and tax preparation. The TriStar CPAs, however, welcome tax season because we enjoy tax services.

We can help estimate that tax liability, prepare for it, and file it. Yes, it’s a lot of work and a fair bit of stress, but it’s also a lot of you, our clients. During tax season, we reconnect, chat, and find out what’s up;  there’s joy in that! 

Tax preparation itself is something we CPAs understand and move through efficiently. 

Allow us to help you plan for the best tax outcome, which is “zero owed and zero due.”

Tax Preparation Services

Your tax liability is most likely a significant expense in any given tax year. For that reason, many people dread tax season and tax preparation. The TriStar CPAs, however, welcome tax season because we enjoy tax services.

We can help estimate that tax liability, prepare for it, and file it. Yes, it’s a lot of work and a fair bit of stress, but it’s also a lot of you, our clients. During tax season, we reconnect, chat, and find out what’s up;  there’s joy in that! 

Tax preparation itself is something we CPAs understand and move through efficiently. 

Allow us to help you plan for the best tax outcome, which is “zero owed and zero due.”

Tax Advice and Tax Laws

Careful and timely planning delivers the best tax outcome! Before making a significant financial decision, consult us to understand the effect that decision will have on your tax obligation. We can help you identify options to mitigate that obligation.

In addition, our tax professionals help clients navigate changing tax laws. We continually monitor changes in the tax code and recent court decisions to remain current. Then, we inform clients of changes that have the potential to affect their financial outlook. ​​As we prepare federal, state, and local tax returns, we look for financial opportunities our clients can use to their advantage, whether an individual, small business entity, or not-for-profit. After all, helping clients achieve their financial goals is our priority.

tax preparation services tristar cpas

TriStar CPAs Tax Preparation Process

How do you begin tax preparation? Reach out to us at TriStar CPAs for premiere tax services. If you’re a new client, we will provide a generic tax organizer to help you gather the required information for a complete tax return. For returning clients, we provide tax organizers with a list of their particular documents and reportable activities. These are customized for each client.

Submit the organizer with your tax documents; either upload digital copies or deliver paper photocopies to our business drop box. Of course, digital is more efficient, but we love our paper clients, too! Either way, our admin assistant will walk you through all your options. Once your documents are received, the TriStar CPA working on your return will contact you.

How do you complete your tax filing? After some back-and-forth conversations between the client and CPA, the client receives a draft tax return for the client to review. Client returns are electronically filed with the IRS after clients pay the fee for the preparation and sign Form 8879 to authorize the electronic filing of the tax return with the IRS. Then your tax filing is done! (Until next season when we reconnect, chat, and find out what’s up.)

Tax Prep in Nashville, TN

For the best tax preparation service near you, reach out to TriStar CPAs. No need to stress about tax documents, records, and laws; we’ll help you every step of the way to minimize your tax obligation. 

We can’t wait to start a lasting partnership with you.

Tax Advice and Tax Laws

Careful and timely planning delivers the best tax outcome! Before making a significant financial decision, consult us to understand the effect that decision will have on your tax obligation. We can help you identify options to mitigate that obligation.

In addition, our tax professionals help clients navigate changing tax laws. We continually monitor changes in the tax code and recent court decisions to remain current. Then, we inform clients of changes that have the potential to affect their financial outlook. ​​As we prepare federal, state, and local tax returns, we look for financial opportunities our clients can use to their advantage, whether an individual, small business entity, or not-for-profit. After all, helping clients achieve their financial goals is our priority.

tax preparation services tristar cpas

TriStar CPAs Tax Preparation Process

How do you begin tax preparation? Reach out to us at TriStar CPAs for premiere tax services. If you’re a new client, we will provide a generic tax organizer to help you gather the required information for a complete tax return. For returning clients, we provide tax organizers with a list of their particular documents and reportable activities. These are customized for each client.

Submit the organizer with your tax documents; either upload digital copies or deliver paper photocopies to our business drop box. Of course, digital is more efficient, but we love our paper clients, too! Either way, our admin assistant will walk you through all your options. Once your documents are received, the TriStar CPA working on your return will contact you.

How do you complete your tax filing? After some back-and-forth conversations between the client and CPA, the client receives a draft tax return for the client to review. Client returns are electronically filed with the IRS after clients pay the fee for the preparation and sign Form 8879 to authorize the electronic filing of the tax return with the IRS. Then your tax filing is done! (Until next season when we reconnect, chat, and find out what’s up.)

Tax Prep in Nashville, TN

For the best tax preparation service near you, reach out to TriStar CPAs. No need to stress about tax documents, records, and laws; we’ll help you every step of the way to minimize your tax obligation. 

We can’t wait to start a lasting partnership with you.