Learn more about our Tax Preparation Services
Get CPA-led tax preparation and year-round tax planning for total confidence.
We begin with a complimentary consultation to understand your financial picture, including income sources, business structure, prior returns, deductions, credits, and compliance history.
Whether you’re an individual, small business owner, or multi-entity organization, we evaluate:
• Prior year tax filings
Income streams (W-2, 1099, K-1, investments, rentals)
• Estimated tax exposure
• Compliance risks
• Growth goals
This isn’t just tax prep, it’s tax clarity.
No shortcuts. No guesswork. No missed deductions.
Our CPA-led tax preparation ensures:
• Accurate federal and Indiana state filings
• Proper business entity reporting
• Maximized allowable deductions
• Credit identification (R&D, energy, child credits, etc.)
• Multi-state compliance (if applicable)
• Estimated tax calculations
We prepare individual (1040), corporate (1120/1120S), partnership (1065), and trust returns with meticulous attention to detail.
We don’t just file; we protect you from costly mistakes.
Step 3:
Year-Round Tax Strategy
The biggest tax savings don’t happen in April. They happen in advance.
Our proactive tax planning services help you:
• Reduce taxable income legally
• Optimize entity structure
• Plan retirement contributions
• Structure owner compensation
• Time deductions and income are properly
• Manage capital gains exposure
• Forecast estimated taxes
Instead of reacting to tax season, you’ll operate with a strategic plan.
Expert CPA Tax Services
Are you scrambling every March? Worried you’re overpaying? Unsure if your structure is costing you money? At SZ Accounting, we believe taxes should be managed strategically, not feared. With CPA-led oversight and over 20 years of professional accounting experience, we help Indiana individuals and businesses:
• Stay compliant
• Reduce audit risk
• Increase profitability
• Make informed financial decisions
You focus on growth. We handle compliance and optimization.
Transparent, Strategic Tax Services
Tax Preparation Packages Starting at $175. Every tax situation is different. We scale services based on complexity, business structure, and reporting requirements.
Our foundational tax services include:
Individual Tax Preparation Services
• Federal & Indiana state return filing
• Investment and rental income reporting
• Deduction and credit review
• Estimated tax planning
Business Tax Preparation
• S-Corp, C-Corp, Partnership, and LLC returns
• Shareholder & partner K-1 preparation
• Payroll tax compliance coordination
• Entity-level tax optimization
Strategic Tax Planning Package
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Core Compliance and Reporting | $1000 | Starting at $1500 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Strategic Controller Package Most Popular |
$1500 | Starting at $2500 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| CFO Advisory & Profit Strategy | $2000 | Starting at $3000 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Professional Development & Coaching | — | Contact for pricing | CPA exam candidate coaching and preparation, Workshops for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
