What I offer
Tax & Advisory Services
Comprehensive tax, financial and advisory services delivered personally by Tara Sweckard, CPA — tailored to your unique situation.
Tax Preparation & Filing
Accurate, timely tax returns for individuals, families, and businesses of all sizes. I handle the complexity — federal, state, and local filings — so you can focus on what matters most.
Includes
- Individual & family tax returns (Form 1040)
- Business returns (S-Corp, Partnership, LLC)
- Multi-state filings
- Prior year & amended returns
Tax Planning & Strategy
Proactive, year-round planning to minimize your tax burden and avoid surprises at filing time. Smart strategies tailored to your financial picture — not a one-size-fits-all approach.
Includes
- Year-round tax projections
- Retirement & investment tax planning
- Entity structure optimization
- Estimated quarterly tax payments
Business Advisory
Strategic guidance for small business owners navigating growth, transitions, and financial decisions. From startup to exit, I help you make informed choices that support long-term success.
Includes
- Business formation & entity selection
- Financial Statement Analysis
- Creating strategic goals and plans
- Understanding the Numbers, Increase Profits & Reduce Taxes
Not sure which service is right for you?
Every client's situation is different. Reach out for a complimentary consultation and I'll help you figure out exactly what you need.