Tax returns prepared and signed by a senior CPA.

Individual, business, trust, and estate returns — including the complex ones most preparers turn away. Fixed fees, quoted up front. Filed on time.

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CPA firm · Individual & business returns · Fully virtual · All 50 states

Who we work with

Individuals and families with more than a W-2: rental property, K-1s, investment income, equity compensation, multiple states.
High-net-worth households with layered income, trusts, and coordinated business and personal filings.
Partnerships and LLCs — including multi-partner operating businesses, investment partnerships, and real estate holding entities.
S corporations and C corporations that want a CPA who understands the books behind the return.
Trusts and estates that need a Form 1041 done right.

What we file

Individual returns (Form 1040)

Rental real estate (Schedule E), including multiple properties and depreciation schedules
K-1 income from partnerships, S corporations, trusts, and estates
Investment income, capital gains, and carryforward tracking
Stock options, RSUs, and other equity compensation
Self-employment (Schedule C) and household employees
Multi-state and part-year resident returns
High-net-worth returns with complex income, itemized deductions, AMT, and net investment income tax

Partnership returns (Form 1065)

Multi-partner operating businesses with special allocations
Investment partnerships and family investment LLCs
Rental real estate holding entities, single- and multi-property
Partner capital accounts, basis tracking, and K-1s for every partner
State returns, composite filings, and multi-state apportionment

Corporate returns (Forms 1120-S and 1120)

S corporation returns with shareholder K-1s and basis schedules
C corporation returns, including estimated payments and state filings
Reasonable-compensation and distribution review for S corp owners

Trust and estate returns (Form 1041)

Simple, complex, and grantor trusts
Estate income tax returns and final-year distributions
Beneficiary K-1s

Also available: prior-year and late returns · amended returns · extensions · IRS and state notice response · coordination with your attorney and financial advisor

Fixed fees, confirmed in writing.

Every return is quoted as a fixed fee after the scoping call, so the price reflects your actual return — entity type, number of states, number of K-1s — before you commit to anything. No hourly meter, no surprise invoice in April.

Clients on a monthly accounting plan receive preferred pricing on tax preparation. See our Services & Pricing page for current plans.

Tax planning, when you want it

Return preparation is the baseline. For clients who want to get ahead of next year, we offer tax planning as a separate engagement:

Quarterly estimated payment calculations from real year-to-date numbers
Entity-structure and S corporation election analysis
Retirement plan and contribution strategy
Year-end projections and timing of income, deductions, and purchases

Ask about it on the scoping call, or add it later — it's never required to work with us.

Why clients bring their returns to Arthur Financial Advisory

A senior CPA prepares and signs your return. Not a seasonal preparer, not a junior reviewed once at the end. The person you talk to is the person doing the work.

Complex returns are the norm here, not the exception. Investment partnerships, multi-property real estate, trusts, and multi-state households are what we do every day.

Fixed fees, in writing. You'll know what the return costs before we start.

Frequently asked questions

Do I need to be an accounting client to use your tax services? No. Most tax clients come to us for returns only. Accounting clients receive preferred pricing, and their returns are prepared from books we already keep.

Which states do you file in? All 50 states. We're a fully virtual firm and prepare multi-state individual and business returns regularly.

Can you take over from my current preparer? Yes. We'll request prior returns and workpapers, review them for carryforwards and missed items, and pick up from there.

Do you handle IRS or state notices? Yes. If a notice arrives on a return we prepared, we handle the response. For returns prepared elsewhere, notice response is scoped as a separate engagement.

How fast can you start? Onboarding typically takes 1–2 weeks from engagement letter. If you have a deadline inside 30 days, say so on the call — we'll tell you honestly whether it's makeable.

Your next filing deadline is closer than it looks.

A 30-minute call: where last year's return stands, what your situation requires, and a written fixed-fee quote. If we're not the right fit, we'll tell you who is.