Comprehensive Tax Support from a Team You Trust
We offer comprehensive tax preparation services for high-net-worth individuals, closely held businesses, and trusts. Our experienced team is equipped to prepare a wide range of federal, state, and select international tax filings, including:
- Form 1040 – U.S. Individual Income Tax Return
- Form 1120 – U.S. Corporation Income Tax Return
- Form 1120-S – U.S. Income Tax Return for an S Corporation
- Form 1065 – U.S. Return of Partnership Income
- Form 1041 – U.S. Income Tax Return for Estates and Trusts
- Form 5500-EZ – Annual Return for One-Participant Retirement Plans
- State income tax filings
- Certain international tax filings including, but not limited to:
- FBAR
- Form 8938
- Form 5472
- Form 1040-NR
Learn Smart Tax Strategies Today
JOIN OUR FREE WEBINARWe use a secure online portal (“Vault”) to collect and deliver documents, offering convenience and data protection. Documents may also be submitted via mail or dropped off at our office. Our tax software supports complex tax scenarios, and we review each return with you in a scheduled in-person or virtual meeting. Final tax returns are uploaded to the Vault, and e-filing is completed after we collect your signatures, either in person or through DocuSign.
Tax Preparation Process
To ensure an efficient and thorough tax preparation experience, we follow a structured process and timeline:
Engagement Letter & Appointment Scheduling
You will receive an Engagement Letter via DocuSign in the first half of January. This must be completed and signed prior to your appointment. We will reach out by January 31 to schedule your Tax Preparation meeting. To secure a convenient appointment time, you may call us directly at (714) 597-6516 or contact us at taxinfo@fanwmg.com with your general availability.
Tax Organizer Delivery
Your Tax Organizer will be physically mailed to you by January 16. If you would prefer an alternative delivery method (e.g., email or secure portal), please notify us by January 10.
Document Submission
All requested documents must be submitted at least 10 business days before your scheduled appointment to avoid delays. Submissions can be uploaded to the Vault, emailed, or physically delivered. Late or incomplete submissions may result in rescheduling.
Tax Preparation Process for Client Meeting
Client will review their tax returns via an in person or remote meeting with their Tax Professional
Client Tax Return Review
Client will review their tax return before signing e-file authorization forms
Filing Deadlines & Extensions
If we do not receive all required tax documents by March 25, your return may be filed under an extension. Please note: payment obligations to tax authorities are still due by April 15, even if an extension is filed. Additional fees may apply for returns filed under extension due to missing documentation.
Required Documents
To ensure an efficient and thorough tax preparation experience, we follow a structured process and timeline:
- Completed Tax Organizer
- Forms W-2 (wages, salaries, and tips)
- All applicable non-FAN Forms 1099 (interest, dividends, retirement, miscellaneous income, etc.)
- Brokerage statements for stocks, bonds, or virtual currency transactions
- Schedule K-1s (partnerships, S corps, estates, and trusts)
- Educational expense documents (Forms 1098-T, 1098-E, 1099-Q)
- Real estate closing statements (sales or purchases)
- IRS-issued six-digit Identity Protection PIN (if applicable)
- Real Estate Worksheet (if applicable)
- Any additional relevant tax documentation not listed above
Whether you’re navigating complex investments, managing a business, or coordinating trust and estate matters, our integrated approach to tax preparation is designed to provide clarity, efficiency, and peace of mind. We take the time to understand your full financial picture so we can deliver personalized, proactive guidance – year after year.
If you are seeking a team that prioritizes accuracy, service, and strategic tax planning, we invite you to connect with us to learn how our services can support your long-term financial goals.
Get a Free Estimate
Get an accurate estimate for your upcoming tax work with a review of your prior year returns.