Tax Preparation Services

Strategic Tax Support for Business Owners, Executives & Complex Filers

Tax season doesn’t have to feel like damage control. At The Lighthouse Group, we help clients take control—using proactive tax strategy, deep expertise, and planning that pays for itself. Whether you’re a business owner, an executive with complex income streams, or someone who’s fallen behind with the IRS, we offer clear guidance and measurable results. Let’s make a plan today!

Individual Tax Preparation

Our individual tax preparation service is tailored for clients with multiple income streams or complex financial situations that require strategic insight—not just a quick once-over. We take the time to understand your full financial picture and provide thoughtful, personalized solutions.

Common Inclusions:

  • Schedule C for self-employment income

  • Schedule E for rental & royalty & entity income

  • Schedule D for Capital gains transactions (stocks, real estate, crypto)

  • Tax credit analysis (solar, education, adoption, etc.)

  • Retirement contributions and strategic deduction reviews

  • Multi-state income filings

  • Estimated tax payment planning

Who We Serve:

  • Entrepreneurs and small business owners

  • Real estate investors

  • High-income W-2 earners with side ventures

  • Executives with RSUs, bonuses, or stock activity

  • Individuals needing coordination with estate or financial planners

Why Choose Us:

  • We don’t just fill out forms—we look for patterns, missed savings, and planning opportunities

  • Integrated tax and accounting support when needed

  • Advice that grows with your life and income

Entity Tax Preparation

For business owners, tax season is a strategic moment, not just a reporting task. It’s an opportunity to align financial decisions with your long-term goals, ensure full compliance, and maximize efficiency. We approach every business return with diligence and insight, always keeping your bottom line and broader vision at the forefront.

Common Inclusions:

  • Federal returns (1120, 1120S, 1065, 990, 1041) + required state returns

  • Depreciation schedules and fixed asset management

  • Inventory/Cost of goods sold analysis

  • Entity selection, reviews, and conversions

  • Foreign asset or income disclosures (FBAR, 5471)

  • Tax credit eligibility reviews (R&D, employee retention, etc.)

Who We Serve:

  • Service-based firms and consultants

  • Construction & Manufacturing

  • Real estate professionals

  • Professional practices (medical, legal, finance)

  • Non-Profit Organizations

  • eCommerce and inventory-heavy operations

  • High Risk Entities (Cannabis, Money Service Businesses)

  • Multi-entity businesses or LLCs with multiple members

Why Choose Us:

  • We look at tax prep as part of a bigger picture—your accounting, planning, and growth goals

  • We’ll let you know if you’re underutilizing deductions or missing structure savings

  • Flat-fee monthly accounting add-ons are available for year-round support

Pricing

Our tax preparation services are tailored for complexity, not cookie-cutter returns. We price based on the scope of your return, level of complexity, and how much strategic value we can deliver.

Individual Returns

*Ideal for simple taxpayers looking for a streamlined tax solution.

  • Starting at: $500

  • Typical Range: $500-$1,200

  • Includes: Federal and state 1040 filing, $1,000,000.00 Audit Support, 24/7 Identity Theft Policy

*Ideal for business owners, investors, and high-income individuals with more than just a W-2.

  • Starting at: $700

  • Typical Range: $1,200–$2,000

  • Includes: Federal and state 1040 filing, Schedule C/E/D, estimated tax planning, multi-state if needed

Business Returns

*Designed for corporations, partnerships, and trusts filing 1120, 1120S, 990, 1041, 709, or 1065.

  • Starting at: $1,600

  • Typical Range: $2,000–$3,500+

  • Includes: Federal and state business return, partner/shareholder K-1s, depreciation, and inventory

Most Commonly Asked Questions

“I don’t live near your office—can we still work together?”

Definitely. Most of our clients are fully remote. We use secure digital tools for uploading documents, e-signatures, meetings, and delivery—so you can work with us from anywhere in the U.S.

“What documents will I need to send you?”

Once you're onboarded, we’ll send you a personalized checklist based on your situation. That usually includes W-2s, 1099s, K-1s, prior returns, business financials, and anything related to real estate, investments, or crypto.

Logo of the Lighthouse Group, with an illustration of a lighthouse emitting yellow light beams, encircled by the text: 'The Lighthouse Group, Modern Accountants & Advisors.'

“How long does it take to get my return done?”

Once we have all your documents, most returns are completed in around 2 weeks. If anything is missing or your return is more complex, we’ll keep you updated every step of the way.

“What if I’m behind on my bookkeeping or don’t have clean financials?”

No problem. We help a lot of clients with cleanup or catch-up work. We’ll review what’s needed and either include it in your project or quote it separately if it’s more involved.

“Do you offer tax planning, or is this just preparation?”

We offer both, but they’re separate services. Tax prep is about filing your return. Tax planning is about proactively reducing what you owe going forward. If you're interested in strategy, we can walk you through our planning process (INSERT TAX PLANNING LINK.)

How It Works

Simple, secure, and designed around your life.

We’ve streamlined the entire process to save you time and reduce stress. Here’s what you can expect when working with us:

  • Let’s talk. In a short discovery call, we’ll learn more about your situation, outline what kind of return you need, and confirm pricing. If we’re a good fit, we’ll send a proposal and get you on our calendar.

  • Once you sign your engagement letter, you’ll place a $500 deposit to hold your place in our tax season schedule. That deposit is applied to your final invoice and gives you access to our team for questions before filing begins.

  • You’ll receive a link to the LighthouseAPP, our secure client portal, and a personalized checklist with everything we need—W-2s, 1099s, business financials, prior-year returns, and more. Upload at your own pace; we even have reminders built in.

  • Once your file is complete, we’ll begin preparing your return. Most returns are finished within 2 weeks, depending on complexity. We’ll keep you in the loop throughout the process and reach out with any questions or opportunities we spot.

  • When your return is ready, we’ll schedule a final review call (if needed) or send you a detailed summary via email. Once approved, we’ll handle e-filing and provide a copy for your records.

    • Full payment is due when prep begins (or you can do 50% now, 50% at delivery).

    • Returns are filed promptly after payment and signature.

    • You’ll receive confirmation from the IRS and a downloadable PDF copy for your records.

Need help after filing? We’re available year-round for questions, adjustments, or tax planning next steps.

Let’s see if we’re a fit—and what it would look like to have this off your plate.