Tax Return Preparation for Individuals and Businesses
To maximize your individual tax return refund, tax planning is an essential component. Our Enrolled Agents and CPAs at Chatterton & Associates will help you review your entire financial situation, which can help you save time and money.
Our Comprehensive Tax Offerings
Taxes can be complicated. Depending on your personal situation, hiring a tax professional allows you to ensure that no tax savings opportunities are missed, and that you also aren’t paying more in taxes than you need to. Chatterton’s Enrolled Agents and CPAs will review your tax information thoroughly and help answer any questions that you may have.
Individual Tax Return Preparation
- 1040 Federal income tax returns
- Multi-State returns
- Trust and Estate returns
- Gift Tax returns
- Amended returns
Business Tax Preparation
- 1120 – Corporation
- 1120S – S-Corporation
- 1065 – Partnership
- Sole – Proprietor/LLC
IRS Notices and Audit Assistance
Mistakes on tax returns can be costly, especially if they lead to an IRS audit! Receiving a letter from the IRS can be stressful, but you don’t have to handle it alone.
If you receive an IRS notice, an audit letter, or a penalty assessment, our team can review the situation, explain what it means, and guide you on the appropriate response.
Tax Peace of Mind Protection
For additional reassurance, you can add Tax Peace of Mind (TPM) coverage to your tax return preparation.
- If you receive a notice related to a covered return, simply send it to us
- We will review the notice and prepare a response
- Our assistance is included at no additional cost
It’s an easy way to safeguard against the unexpected and ensure you have professional support if questions arise.
David Hilliard
Director of Tax, EA
Justin Carr
Tax Professional, EA
Scott Lee
Tax Professional, CPA
Timothy Owens
Tax Professional, CPA
Piper Howard
Tax Professional, EA
Zeid Hussain
Tax Professional, EA
Patrick Fingerhut
Tax Specialist
Cameron Smith
Tax Specialist
Janet Harrison
Senior Tax Coordinator
Sierra Trujillo
Tax Coordinator
Diana Magaña
Tax Coordinator
Julie Malik
Staff Accountant
Nadin Ayad
Bookkeeper
Meet Our Professionals
Our team includes Enrolled Agents, CPAs, CTEC-registered tax preparers, and bookkeeping professionals who work together to support both your tax compliance and long-term strategy. This collaborative approach allows us to provide more comprehensive guidance tailored to your needs.
- Knowledge and experience to answer complicated tax questions.
- Yearly tax projections to ensure you’re receiving potential benefits and/or avoiding unnecessary tax burdens.
- Efficient and effective communication with financial advisors and estate attorneys.
- Available via phone, virtually, or in person.
Who We Help —
Wherever You’re Located
We’re proud to serve individuals and businesses nationwide with their tax return needs, with secure virtual systems that allow us to meet with clients wherever they are.
Chatterton is Your Trusted Partner
By building a long-term relationship, we look forward to growing with your business every step of the way.
Schedule your Tax Preparation Consultation today!
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