Tax Preparation & Planning

Reliable, transparent tax services for individuals and organizations. We help you navigate federal, state, and local requirements — minimizing risk and maximizing available benefits.

We offer highly reliable tax preparation services

Tax preparation is a systematic process with specific protocols for returns, filings, and amendments — from income and business taxes to state & local, estate, and more. The rules are complex; our role is to make them clear and manageable.

We emphasize careful planning and proactive communication so clients avoid costly missteps and unnecessary scrutiny. With Aiken & Sanders, you get efficiency that respects your time and transparency that provides peace of mind.

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Our tax services include

A wide range of service areas tailored to your situation.

Income Tax

Preparation and filing for individuals and businesses, with a focus on accuracy and timeliness.

International Tax

Cross-border reporting, treaty considerations, and planning for global operations or investments.

Business & Personal Tax

Entity selection, quarterly estimates, and annual compliance for corporations, partnerships, and individuals.

State & Local Tax

Sales & use, B&O, and other state or municipal requirements across jurisdictions.

Not-for-Profit Tax (990)

Form 990 series preparation and support for boards on disclosures and best practices.

Tax Accounting & Reporting

Methods, elections, and strategies that align books and returns while managing risk.

Tax Planning

Year-round planning to optimize deductions, credits, and cash-flow impacts.

Estate Planning

Coordination with advisors on estate, gift, and trust strategies to protect what matters.

Advisor reviewing tax documents with client

The value of good tax services

Professional services can feel expensive — but the cost of errors, penalties, and missed opportunities is higher. As a practical and affordable alternative, many clients choose to outsource their tax preparation and select tax functions to us.

We provide virtual, remote, and on-site options nationwide. Our goal is straightforward: quality, results-oriented filings that fit your budget and maximize what you keep when the return is done.

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Helpful resources

Access newsletters, calculators, and useful links to support planning and compliance.

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