Tax Services

Now under the same roof as your books

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Embrace Tax Services

A professional in your corner all year, not just in April.

Most businesses only think about taxes in April, and overpay for it. A once-a-year hand-off to an outside preparer means missed planning opportunities, last-minute surprises, and a bigger bill than the law requires. Embrace Tax was built to change that.

We are a local tax team working year-round: preparing and filing accurate returns, planning proactively to lower what you owe, and standing with you if the IRS or state ever calls. From nonprofit 990s to owner and executive returns, we handle it with precision.

 
 
Year-Round: proactive tax strategy
Multi-State: filing capability
IRS-Ready: audit representation
 

 

Embrace Tax Services in Detail

Nonprofits & Foundations

Specialized tax and compliance for the mission-driven organizations at the heart of our client base.

  • IRS Form 990 preparation and filing

  • Exempt-organization compliance

  • Welfare exemption applications

  • Secured and unsecured property tax filings

  • Grant and funder reporting support

  • Board and finance-committee reporting

Business Tax Preparation & Filing

Accurate, on-time returns for every entity type, prepared by a CPA-led team.

  • Federal and state business returns

  • C-corp, S-corp, partnership, and LLC filings

  • Quarterly estimated taxes

  • Sales and use tax coordination

  • Depreciation and fixed-asset scheduling

  • Extension management

 

Individual, Executive & Owner Tax

Personal tax for the people who lead the organizations we serve.

  • Business owner and partner returns

  • C-suite executive returns

  • Nonprofit executive director and board member returns

  • Equity and compensation planning

  • Estimated payments and withholding

  • Coordination with the business return

Tax Planning & Strategy

Proactive, year-round planning that lowers what you owe before the year closes.

  • Entity selection and structuring

  • Income and expense timing

  • Credits and incentives: SECURE Act, R&D, hiring

  • Retirement and benefit strategy

  • Quarterly planning check-ins

  • Multi-year tax modeling

 

Specialty Tax

Complex filings and ownership structures, handled with precision.

  • Partnership and S-corp K-1 preparation

  • Multi-state and nexus filings

  • Multi-entity and consolidated returns

  • Trust and fiduciary coordination

  • Ownership-change and transaction support

Notice Resolution & Audit Support

When the IRS, state, or an auditor calls, you are not alone.

  • IRS and state notice response

  • Representation before tax authorities

  • Audit preparation and support

  • Penalty abatement requests

  • Back-tax cleanup and compliance

Tax done right is a year-round strategy, not a year-end scramble, delivered by a local, professional tax team that knows your numbers and plans ahead.

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Ready to stop overpaying? Whether you need this year’s return filed or a year-round tax strategy, we will scope a plan that fits your organization.

 

every decision made with the full picture in view

Financial & Accounting Services

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Operational Support

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Tax Services

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Capital & Wealth Management

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