Individual Form 1040 Tax Returns
With decades of experience, our expert tax accountants and enrolled agents in West Palm Beach make tax time easier for you by completing your individual tax returns to ensure you get the biggest return possible each year.
Business Tax Returns
Are you a small business owner? We specialize in preparing tax forms for you to make sure you’re in compliance each year. We work with:
- Nonprofit clients
Estate and Trust Tax Returns
We prepare Form 1041, U.S. Income Tax Return for Estates and Trusts.
Annual and Semi-Annual Tax Planning Services
We’re here to assist you year-round, and one of the ways we do that is through annual and mid-year tax planning for you and/or your business.
Do you owe the IRS or are you being audited? Not only do we have Enrolled Agents who can act on your behalf directly with the IRS, we can also provide a variety of options to help you resolve any tax issues with the IRS.
Personal Success Package - Easy Monthly Payment
Everything you need to reach your goals faster.
1 - Financial Success Planning
A strategic plan for your personal finances & active support you need to make your goals a reality.
5 - Proactive Tax Planning
Ongoing review of your tax situation so you'll know you're paying the least possible tax & can use your income in other ways.
2 - Balance Sheet Prep Analysis
Gain power from knowing the exact picture of your current financial health. Know where you are & track your progress.
6 - Preparation & Filing of Your Return
Your state & federal return will be taken care of in the best possible way, by our experienced professionals.
3 - Personal Financial Review
Know all the critical areas of your financial life are covered, plus guidance & help if anything is missing.
7 - IRS Correspondence Assistance
Never fear correspondence from the IRS, State, or local agencies. We'll tell you what it means &exactly what needs to be done to address it.
4 - Withholding Analysis
Review of your tax withholding to make sure you're aligned with your other goals and protecting against any bad surprises.
8 - Unlimited Access to Our Team
Unlimited access to your personal financial advocate. We fight in your corner with knowledge & data you won't find anywhere else!
Financial planning offered through Lincoln Investment. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.