Tax planning and preparation
Plan before the deadline. File with the full picture in view.
Year-round tax guidance and careful preparation for businesses, owners, individuals, families, estates, trusts, and nonprofit organizations—coordinated around the decisions that shape the return.
Is this the right fit?
Use one coordinated process for planning and filing.
This service is designed for people and organizations whose tax picture involves more than a simple once-a-year return.
Tell us what you need help with →Beyond compliance
A tax return records decisions that may already be irreversible.
Filing accurately matters, but the best tax outcome often depends on choices made months before the due date—income timing, deductions, estimated payments, entity structure, compensation, and documentation.
We bring preparation and forward-looking planning into the same conversation so the return is accurate and the next year begins with clearer priorities.
How we help
Support from early decisions through filed returns.
The exact scope depends on the taxpayer, entities, states, transactions, records, and timing involved.
Business tax returns
Preparation for corporations, partnerships, LLCs, nonprofits, estates, trusts, and other entities within the agreed scope.
Individual tax returns
Preparation for wage earners, owners, investors, rental-property owners, families, and people with complex reporting.
Year-round tax planning
Review income, deductions, credits, elections, transactions, and timing before the filing deadline removes options.
Estimated payments & withholding
Calculate and coordinate federal and state payments or withholding adjustments using current information.
Multi-state & specialized reporting
Address additional state filings and applicable foreign-account, foreign-income, or other reporting when included in scope.
Tax notices & amendments
Review correspondence, prior filings, and corrections, then determine whether resolution or representation work is needed.
Planning is a year-round cycle
Use each part of the year before its decisions become history.
The exact timing depends on the taxpayer, but effective planning connects the filed return to the decisions still available.
Annual planning cycle
- Q1
File & learn
Complete prior-year reporting and identify recurring issues.
- Q2
Recalibrate
Review estimates, withholding, entity activity, and cash needs.
- Q3
Project
Update income, deductions, transactions, and multi-state facts.
- Q4
Act in time
Complete feasible year-end decisions before deadlines close.
Clear scope
Know what the tax engagement is designed to produce.
A defined scope protects accuracy, timing, and expectations.
The work may include
- Organizing the filing facts and required forms
- Preparing agreed federal, state, and local returns
- Reviewing tax-sensitive decisions and estimates
- Explaining filing results and payment instructions
- Identifying planning priorities for the next period
You receive
- Completed returns within the agreed scope
- A clear list of information still needed
- Payment or refund instructions, when applicable
- An explanation of material filing outcomes
- Recommended next steps for planning or related work
Important: Tax outcomes depend on the facts, law, documentation, elections, and timing. Planning recommendations are not guarantees of a particular liability, refund, or agency position.
A straightforward process
Move from scattered documents to an explained filing.
The sequence is adjusted for extensions, incomplete records, entities, and specialized reporting.
Preparation timeline
- 01Scope
Define the work.
Confirm taxpayers, entities, states, deadlines, prior issues, and planning questions.
- 02Prepare
Gather and prepare.
Records arrive securely; open items are resolved and the returns are prepared.
- 03Review
Explain and authorize.
Material results, assumptions, elections, and amounts due or refundable are reviewed.
- 04File
File and plan forward.
Authorized returns are filed and the next estimates, deadlines, and priorities are documented.
Connected expertise
The related pieces stay in view.
Tax work is strongest when the records, entity, and owner decisions supporting it are accurate.
Team-led client service
Clear guidance from the right professional at each step.
Requests are reviewed and routed by need. Managers and advisors lead the technical work within their specialties, while operations and client-success professionals coordinate communication, workflow, and follow-through.
Meet the Mehdiani TeamCommon questions
Clear answers before the first conversation.
These answers explain the starting point; the engagement scope depends on your facts.
Do you prepare both business and individual returns?
Yes. We prepare agreed business, individual, estate, trust, nonprofit, and other returns based on the engagement scope. Business-owner filings can be coordinated so entity and personal reporting remain consistent.
Is tax planning included with preparation?
Basic filing-related guidance may be part of preparation, but deeper projections, transaction analysis, entity modeling, or ongoing planning may require a separate scope. We clarify that before the work begins.
Can you handle multi-state or international reporting?
We can evaluate multi-state filings and certain international reporting needs. Because these areas vary substantially, the applicable forms, jurisdictions, deadlines, and professional scope must be confirmed first.
What if my books are not ready?
We first identify the missing or unreliable items. Cleanup or bookkeeping may be required before the return can be completed accurately, and that work is scoped separately when necessary.
How should I send tax documents?
After the consultation and engagement steps, use the secure upload process provided by our team. Do not send Social Security numbers, bank details, notices, or returns through the consultation form.
Understand the investment
Start with published pricing.
Review the current fee schedule and use the estimator for a rough starting point. Final scope and fees depend on the facts, timing, records, and work required.
Consultation request
How can we help?
Give us the essentials. We will request sensitive records later through the secure upload process.