- Last year’s federal and state returns.
- Income forms such as W-2s, 1099s and K-1s, as they arrive.
- Records of deductible expenses and charitable gifts.
- Notes on life or business changes: a move, a new dependent, a sale, a new entity.
- A short list of the questions you want answered.
Prepare today. Plan through the year.
This year’s return.
Next year’s plan.
Get the filing work underway, keep the books current, and make time for the decisions ahead.
- Tax preparation
- Business tax
- Bookkeeping & payroll
- Year-round planning
A year of tax support
File the return.
Keep the questions coming.
We prepare the return, keep your records current between filings, and leave room to talk through income changes, estimated payments and the choices still ahead.
Tax services
How it works
A place for every part of the year.
01 / Gather
Collect the records.
Bring together income documents, expenses and last year’s return.
02 / File
Finish the return.
Prepare, review and work through each filing requirement.
03 / Plan
Ask what’s changing.
Talk through income, estimated payments and decisions coming up.
04 / Maintain
Keep up the books.
Stay organized as new records and transactions come in.
Who we serve
Different returns.
The same steady attention.
- Individuals & families
- Personal returns, estimated payments and planning as income, households and goals change.
- Businesses
- Returns, books and payroll for owners who want their numbers current all year.
- Estates & trusts
- Fiduciary returns, accounting and the reporting that administration requires.
- Nonprofits
- Annual filings and organized records for mission-driven organizations.
- 01Real estate
- 02Construction
- 03Manufacturing & distribution
- 04Retail & wholesale
- 05E-commerce
- 06Healthcare
- 07Technology
- 08Sports
- 09Entertainment
- 10Professional services
Tax notes
Useful before you file.
- Reconcile bank and card accounts against statements.
- Categorize transactions while the details are still fresh.
- Keep receipts with a note about the business purpose.
- Review payroll records and confirm filings are on schedule.
- Look at a simple profit-and-loss before month-end closes.
- Is my income likely to rise or fall this year?
- Do my estimated payments still match what I’m earning?
- Are there purchases, sales or hires I’m considering?
- Does my business structure still fit how I operate?
- Which records should I start keeping now?
Before you reach out
A few practical answers.
Start with ParkHaven Tax
Make time for
your next tax question.
Tell us which services you need. We’ll help you choose where to begin.