Tax Preparation & Filing Support

Tax filings supported by records that can be explained.

Eight Leaf Financial Services provides individual and small-business tax preparation with attention to the accounting records, supporting documents, and financial activity behind the return.

When books are incomplete, accounts do not reconcile, or business and personal activity are mixed together, we identify what must be corrected before filing rather than carrying unexplained numbers into the return.

Request tax preparation Review accounting services

Tax preparation based on the scope of the return.

Starting prices apply to organized filings with complete supporting documents. Final pricing reflects the number of forms, states, entities, income sources, accounting cleanup, and research required.

Individual Tax Preparation

For individuals, households, and self-employed clients who need organized preparation and a clear review of the income and documentation included in the return.

Federal Form 1040 preparation
W-2, 1099, interest, and dividend income
Self-employment and Schedule C activity
Rental, investment, and trading-related documentation
Applicable deductions and credits
State return preparation when required
Review of supporting records and filing questions

Starting at $199 Final fee depends on forms, states, income sources, documentation, and complexity.

Business Tax Preparation

For owner-operated companies and small businesses that need the return tied back to organized accounting records and supported year-end balances.

S corporation, partnership, and qualifying small-business returns
Book-to-tax and year-end account review
Balance-sheet and income-statement alignment
Owner activity, payroll, contractor, and 1099 review
Year-end adjusting-entry coordination
Multi-state and entity-specific filing support when applicable
Coordination with outside legal or tax professionals

Starting at $399 Final fee depends on entity type, states, record condition, schedules, and cleanup required.

Pricing scope: Cleanup, catch-up bookkeeping, amended returns, prior-year reconstruction, notices, complex multi-state matters, and extensive investment or digital-asset activity may require a separate engagement.

Filing approach

Review the source before relying on the number.

A tax return is only as dependable as the records supporting it. Our process is designed to identify missing information, unexplained balances, and year-end corrections before the filing is finalized.

Organize the filing documents

Collect income statements, tax forms, expense records, payroll reports, investment records, prior returns, and applicable entity documentation.

Review the accounting records

For business and self-employed filings, compare the tax information with reconciled bank activity, payroll, contractor payments, fixed assets, debt, and owner transactions.

Identify filing questions and adjustments

Resolve missing forms, unusual changes, unsupported balances, mixed personal activity, prior-period items, and documentation needed for the positions taken.

Prepare and review the return

Complete the required federal and state forms, compare the result with the source records, and review major changes, balances due, refunds, and future filing needs.

Establish the next filing cycle

Document quarterly estimates, payroll or contractor deadlines, recordkeeping changes, and year-end actions that can make the next filing more predictable.

Support beyond a once-a-year return.

Some tax issues begin months before the filing deadline. Ongoing review can reduce year-end reconstruction and improve coordination between bookkeeping, payroll, and tax preparation.

Quarterly Filing Readiness

Review income, estimated tax needs, payroll filings, contractor activity, and documentation before quarter-end obligations accumulate.

Year-End Reconciliation

Confirm cash, receivables, payables, payroll liabilities, loans, fixed assets, equity, and income-statement classifications before preparing the return.

Professional Coordination

Organize records and respond to accounting questions when the client is also working with a CPA, enrolled agent, attorney, payroll provider, or financial adviser.

Common client situations

Tax needs differ based on how income is earned, how records are maintained, and how many systems or entities are involved.

Individuals and self-employed clients

Appropriate for clients whose tax records extend beyond a single W-2 and require additional organization or review.

Independent contractors and consultants
Content creators and online businesses
Ecommerce and marketplace sellers
Rental-property owners and real-estate investors
Active traders with options, futures, or investment income
Clients with multiple income sources or state filings

Small and growing businesses

Appropriate for owner-led companies that need the tax return connected to the accounting records and year-end financial position.

Service and professional businesses
Manufacturing and inventory-based companies
Ecommerce and product businesses
Nonprofits and mission-driven organizations
Care providers and property-based operations
Businesses coordinating with an outside CPA or attorney

Start with the records available today.

Tell us which return is needed, what income or business activity is involved, whether the books are current, and which filing deadlines are approaching. We will use that information to define the preparation scope.

Request tax preparation