Returns prepared with the care of someone licensed to defend them.
Every return is prepared and reviewed by an Enrolled Agent, with the documentation to support each figure if the IRS ever asks.
What we prepare
FMT Advisors prepares federal and state returns for individuals and businesses. The scope ranges from a straightforward wage return to a business with multiple owners and entities.
- Individual returns (Form 1040), including wages, self-employment income on Schedule C, rental property on Schedule E, and investment income.
- S corporation returns (Form 1120-S) with a Schedule K-1 for each shareholder.
- Partnership and multi-member LLC returns (Form 1065) with a Schedule K-1 for each partner.
- C corporation returns (Form 1120).
- Amended returns (Form 1040-X) and prior-year returns that were never filed.
- State returns prepared alongside the federal filing.
The preparation standard
A tax return is signed under penalties of perjury. It deserves the same rigor whether it is simple or complex.
- Complete intake. A structured review of your documents and your year, so nothing is missed and nothing is guessed.
- Line-by-line review. Every return is reviewed before it is filed, with each figure traced to its source.
- Explained before signing. You will know what is on the return, why it is there, and what it means for the coming year.
- Filed electronically. Returns are e-filed with confirmation of acceptance, and state filings are coordinated with the federal return.
Preparation looks backward; planning looks forward. Once the return is filed, the most useful thing to do with it is use it as the starting point for next year's strategy. See Tax Planning & Strategy.
What to bring
The list below covers most situations. If something does not apply to you, skip it. If you are not sure whether something matters, bring it.
- Last year's federal and state returns, if FMT Advisors did not prepare them
- W-2s from every employer
- 1099s: NEC and MISC (contract work), INT and DIV (interest and dividends), B (brokerage sales), R (retirement distributions), G (unemployment or state refunds), K (payment apps and marketplaces), and SSA-1099 (Social Security)
- Schedule K-1s from partnerships, S corporations, estates, or trusts
- Records of estimated tax payments made during the year
- Business income and expense summaries, plus records of major equipment purchases
- Form 1098 (mortgage interest), property tax bills, and closing statements for any real estate bought or sold
- Charitable contribution records
- Form 1095-A if you had Marketplace health insurance
- Form 1098-T and education expense records
- Childcare provider name, address, tax ID, and amounts paid
- Any notices or letters received from the IRS or a state tax agency
- Bank routing and account numbers for direct deposit or payment
Please do not send Social Security numbers, account numbers, or tax documents through the website contact form. Once we speak, we will arrange a secure way to exchange documents.
Start with a conversation.
Tell us about your situation, your business, or the notice on your desk. We will follow up to schedule a consultation.