Income Tax
Preparation, planning, and representation for individuals, small businesses, partnerships, and estates.
We provide complete service for your taxes, including advice on what documents to keep. Our team is experienced in all facets of tax preparation, and we make sure you consider every legal deduction so you realize your full tax benefit.
- Tax return preparation for individuals, small businesses, partnerships, and estates
- Tax planning & multi-state returns
- Representation before the IRS
- Relocation tax problems
Frequently asked questions
When are taxes due? +
Personal returns are generally due April 15. S corporations and partnerships are due March 15, and nonprofit 990 returns are due May 15. All of these are eligible for an automatic six-month extension. Dates can shift when a deadline falls on a weekend or holiday, so call us if you are close to one.
What should I bring to my appointment? +
W-2s and 1099s, records of your income and expenses, your prior year tax return, and depreciation schedules if you have them. Also bring Social Security cards for any dependents, along with 1098s, mortgage interest statements, HSA forms, W-2Gs, and your donation records. If you are not sure whether something belongs in the pile, bring it and we will tell you.
Do you handle multi-state and other-state returns? +
Yes, including relocation tax situations.
Can you represent me before the IRS? +
Yes. Geren Tea is an Enrolled Agent, a federally authorized tax practitioner enrolled to represent taxpayers before the IRS.
Do you prepare business, partnership, and estate returns? +
Yes. We prepare individual, small business, partnership, and estate returns.