“For fifteen years Hartwell has handled our returns and our books. They caught an S-Corp election that saved us more in one year than we've paid them in five.”
Robert Chen
Owner, Chen Family Dental
Services
Tax Preparation
Accurate, on-time federal and state returns for individuals, families and businesses of every structure.
Overview
About our tax preparation service
Filing shouldn't feel like a gamble
Most people overpay because their preparer only looks backward. We prepare your return with the same care we'd give our own, then flag the two or three decisions that could lower next year's bill.
Your engagement includes a secure client portal, e-signature, direct deposit setup and a post-filing review call.
- Individual (1040) and family returns
- S-Corp, C-Corp, partnership and LLC returns
- Multi-state and non-resident filings
- Trusts, estates and gift tax
- Prior-year and amended returns
- Audit representation included
Who it's for
Built for clients like you
Individuals and families
Small business owners
Real estate investors
Retirees
How it works
A clear, predictable process
- 01
Discovery call
A 30-minute conversation about your situation, goals and what's not working today.
Week 1
- 02
Review & proposal
We review prior returns and books, then send a fixed-fee proposal with no surprises.
Week 1–2
- 03
Onboarding
Portal setup, document collection and a clean-up plan if your books need it.
Week 2–3
- 04
Year-round partnership
Monthly reporting, mid-year planning and a CPA who answers the phone.
Ongoing
FAQ
Common questions
What documents do I need to send you?
We'll send a personalized organizer in January listing exactly what applies to you. Most clients upload documents through our secure portal in under 20 minutes.
Can you file in more than one state?
Yes. We prepare multi-state returns for clients who moved, work remotely, or own property in several states.
Client stories
What clients say
via google
Let's talk about tax preparation
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 8:30 AM – 5:30 PM