Tax Preparation & Planning:

$0.00

Tax season doesn't have to mean scrambling to get organized. We help eligible individuals and businesses prepare their records and meet applicable tax filing requirements. We also prepare tax returns for Individuals, businesses and non-profits. We also offer assistance in preparing your financials for your tax professional.

Tax season doesn't have to mean scrambling to get organized. We help eligible individuals and businesses prepare their records and meet applicable tax filing requirements. We also prepare tax returns for Individuals, businesses and non-profits. We also offer assistance in preparing your financials for your tax professional.

Our Tax Work:

- Individual income tax preparation

- Self-employed and gig-worker tax support

- Eligible small business tax returns

- Applicable nonprofit information returns

- Tax document organization

- Estimated tax planning and year-round tax guidance

Personal Tax Preparation Services

Retiree Basic Filing

Designed for retirees with limited income filing standard returns.

Standard or basic deductions

Secure, paperless digital e-file submission

Individuals with Basic Filing

Designed for W-2 wage earners, students, and families filing standard returns.

Standard deductions

Comprehensive double-check for missed education or family tax credits

Secure, paperless digital e-file submission

Individuals with Advanced Filing

Designed for W-2 wage earners, students, and families filing standard returns.

Itemized deductions (Schedule A)

Comprehensive double-check for missed education or family tax credits

Secure, paperless digital e-file submission

Business Tax Preparation Services

The Independent Contractor & Gig Worker

Our specialty. Perfect for rideshare drivers, freelancers, and 1099 independent professionals.

Complete Schedule C business profit/loss preparation

Specialized rideshare/freelancer mileage & expense optimization

Small Business Entities

Designed for organized local businesses, single-member LLCs, and real estate investors.

Schedule E rental property management or Schedule C business filing

Full review of bookkeeping ledgers for hidden small business write-offs

Depreciation schedules for business assets and vehicle assets

Other Offerings

Have a slightly more complex situation? I customize your quote upfront using standard, flat-fee add-ons:

Additional State Returns

Investment/Crypto Portfolios (Schedule D)

Partnership/S-Corp Returns (Form 1065/1120S)

Charged by the hour:

Unorganized/Box-of-Receipts Cleanup Fee

Carpenter Bookkeeping Plus LLC │ (314) 266-8220 │Dwight@carpenterbookkeepingplus.com