Tax Preparation
Strategy Comes Standard
Optimized for individuals and businesses with more complex filing needs.
I go beyond just plugging numbers into tax software. I apply expert-level review techniques, interpret the tax code to your benefit, and ensure your return is built for maximum accuracy and minimum liability — backed by years of real IRS experience.
- In-Person or Zoom appointments
- Secure Document Handling
- Real Human Expertise
- Year-Round Support
Why Individuals Choose Credence
✔️ Credit Optimization
Review all major tax credits to determine what benefits you most — from education and child tax credits to energy, retirement, and healthcare-related savings.
✔️ Strategic Deduction Planning
a full comparison of standard vs. itemized deductions, using detailed Schedule A analysis to guide your return.
✔️Accuracy-Driven Filing
Every return is carefully reviewed for compliance and precision. Every return is carefully reviewed for compliance and accuracy. Documents are cross-checked against IRS transcripts to catch mismatches, review prior-year returns to confirm carryovers, and ensure asset sales are reported correctly
Individuals I Serve
- Employees
- Freelancers & Gig Workers
- Investors
- Landlords
- Retirees
Businesses I Serve
- Single-Member LLCs (Schedule C)
- C Corporations (1120)
- S Corporations (1120S)
- Partnerships (1065)
- Multi-Member LLCs (1065)
Why Businesses Choose Credence
✔️ Entity & Structural Tax Strategy
Assess whether your business is using the most tax-efficient structure (LLC, S Corp, or C Corp) and ensure accurate reconciliation of financials, including M-1/M-2 adjustments, depreciation, and balance sheet reporting.
✔️Maximized Deductions & Credit Optimization
I go beyond the basics — analyzing cost of goods sold (Form 8916-A), industry-specific deductions, and often-missed credits to reduce tax liability and increase after-tax profit.
✔️Multi-State Compliance & Audit Risk Review
From remote employees to out-of-state operations, I evaluate multi-state filing requirements and apportionment, while proactively identifying red flags that could trigger IRS audits — like high officer comp, related-party transactions, or unusual deductions.
Tax deadlines come fast —
don’t let missed filings or errors ruin your pockets.
Click Here for Your Free Discovery CallReady to Go Beyond Basic Filing?
Your tax return shouldn’t be the finish line — it should be the starting point.
Don’t just file and forget. Real tax savings start Before April 15
Click Here to See Tax Planning OptionsOptional Add-Ons
- Amended prior-year returns
- Quarterly Bookkeeping Review
- Quarterly estimated tax calculations
- Form 3115 (Application for Change in Accounting Method)
- Form 2553 (S Corp Election)
- Audit protection or support package