Tax Planning & Filing

Pay less tax legally. File with confidence.

Overview

Tax Planning & Filing

Whether you're an individual, sole proprietor, partnership, S-corp, or C-corp, Tax Master CPA develops a proactive tax strategy tailored to your situation—then files every return accurately and on time. We don't just react to tax season; we plan year-round to minimize your liability.

20+ Years of CPA Experience
500+ Clients Served in Loudoun County
100% Client Satisfaction Guarantee
$0 Cost for Initial Consultation
What We Offer

Service Highlights

Year-Round Tax Planning

Strategic planning sessions throughout the year identify opportunities to defer income, accelerate deductions, and leverage credits before December 31st. We model multiple scenarios so you always know the tax impact of key business decisions.

Accurate, On-Time Filing

We prepare federal and Virginia returns for individuals (1040), businesses (1120, 1120-S, 1065), and non-profits (990). All returns are reviewed by a licensed CPA before submission. Extensions are filed proactively when needed.

How It Works

Our Step-by-Step Process

Information Gathering

Secure document upload portal; we provide a checklist specific to your situation.

Return Preparation

A CPA prepares your return and performs a second-level review.

Client Review

We walk you through the return, explain every significant line, and answer questions.

Filing

E-filing with IRS/VA confirmation forwarded to you within 24 hours.

Year-Round Access

Tax planning calls available any time; no waiting until next April.

Tax Planning & Filing
Ideal For

Who Benefits from This Service?

Our Tax Planning & Filing service is designed for clients who need expert guidance and reliable execution.

  • Individuals with complex returns (investments, rental income, RSUs)
  • Small business owners and self-employed professionals
  • S-corps, partnerships, and LLCs
  • Anyone who received an IRS notice
  • New residents of Virginia unsure of state obligations
Deliverables

What's Included

Planning

  • Annual tax projection & scenario modeling
  • Estimated quarterly tax calculations (Form 1040-ES)
  • Entity structure review (LLC vs. S-corp vs. C-corp)
  • Retirement contribution strategy
  • Capital gains & loss harvesting advice

Filing

  • Federal & Virginia individual returns (Form 1040)
  • Business returns (1120, 1120-S, 1065)
  • Self-employed & Schedule C returns
  • Extension filing when required
  • IRS & state notice response
FAQ

Frequently Asked Questions

Everything you need to know about our Tax Planning & Filing service.

We send a personalized checklist after onboarding. Common items include W-2s, 1099s, investment statements, mortgage interest, and prior-year returns.
Get Started

Stop Overpaying the IRS

Book a free tax strategy session and find out what deductions and credits you may be leaving on the table.

Book Free Consultation