Our Services

At Sandalwood CPA, PLLC, we provide tailored accounting and consulting services for all, but specialize in the agricultural and equine clientele. We intimately understand the unique financial landscapes of these industries, from crop production to livestock management and equine operations of all sizes. We offer a full suite of services, including tax planning, accounting/bookkeeping, and business advisory, ensuring our clients receive personalized strategies that help maximize profitability and streamline operations. Whether you're a farmer, rancher, or equestrian, we're here to help you navigate your financial journey with ease and expertise!

Business Tax Returns

$1250

At Sandalwood CPA, PLLC, we specialize in providing comprehensive business tax return services tailored for all businesses. Our team understands the unique challenges these entities face when it comes to tax compliance, and we’re here to turn the complexities into a breeze!

Partnership Tax Return Services:

  • Form 1065 Preparation: We meticulously prepare your Form 1065, ensuring all income, deductions, and credits are accurately reported. Our keen eye for detail minimizes the risk of errors, helping you avoid any unwanted surprises from the IRS.

  • K-1 Preparation: Each partner deserves a clear picture of their share of the partnership’s income, deductions, and credits. We create detailed Schedule K-1s for each partner, making tax season straightforward and stress-free.

S Corporation Tax Return Services:

  • Form 1120S Preparation: We expertly prepare your Form 1120S, ensuring your S Corporation meets all federal and state tax obligations while taking advantage of available deductions and credits.

  • Shareholder K-1s: Just like with partnerships, we provide each shareholder with clear and precise K-1 documentation, simplifying the reporting process on their personal tax returns.

  • Tax Strategy and Compliance: Our experienced team works closely with you to develop tailored tax strategies that align with your business goals. We keep you compliant while maximizing your tax benefits, so you can focus on growing your business.

Let us take the burden of tax compliance off your shoulders. With Sandalwood CPA, PLLC, you can confidently navigate the complex world of taxes with a partner who’s got your back!

Separate business returns start at $1,250 per return. This includes the time spent preparing the returns as well as going through the returns with you to ensure you understand what we are filing and how this method will benefit your business and you!

Individual Tax Returns

$550

At Sandalwood CPA, PLLC, our individual tax preparation services are designed to make tax season a breeze! Here’s what we offer:

Comprehensive Tax Filing

Our team ensures that your federal, state, and city tax returns are prepared accurately and filed on time. We keep up with the latest tax laws and regulations to maximize your refund and minimize your tax liability.

Personalized Tax Strategy

Every tax situation is unique, and we take the time to understand your specific financial circumstances. We work with you to develop a personalized tax strategy that aligns with your short-term needs and long-term goals.

Deductions and Credits Optimization

Let us find every possible deduction and credit that applies to you! From mortgage interest and educational expenses to medical costs and charitable donations, we leave no stone unturned in ensuring you get the savings you deserve.

Audit Support

Should you face an audit, don’t panic! Our experienced team will guide you through the audit process, helping you respond to IRS inquiries with ease and confidence.

Tax Education

We believe knowledge is power. Our tax professionals take the time to educate you about your returns, empowering you with the understanding you need to make informed financial decisions.

With Sandalwood CPA, PLLC, tax time becomes less of a chore and more of a treat! Let us handle the numbers while you kick back and enjoy the fun parts of life.

Individual returns start at $550 and include the time spent preparing the returns as well as time spent with you discussing options and plans for next year’s taxes. Additional fees may be assessed for Schedules C, E, & F.

Tax Planning Services

$150 per hour

Tax planning services are offered in addition to preparation. Tax planning focuses on strategic approaches to minimize your tax liability and maximize your savings, ensuring that tax season is a breeze rather than a burden.

What We Offer:

  • Personalized Tax Strategies: We take the time to understand your unique financial situation, creating tailored strategies that align with your goals. Whether it’s for individuals or businesses, we’ve got you covered!

  • Year-Round Guidance: Our services extend beyond just the tax season. We offer year-round support for any financial changes or milestones, helping you adapt your tax strategy as life happens.

  • Income and Expense Optimization: We analyze your income streams and expenses to find deductions and credits that you may have missed, boosting your potential for refunds!

  • Retirement Planning: We help you integrate tax-saving strategies into your retirement plans, ensuring you can enjoy your golden years without the worry of hefty tax bills.

  • Investment Tax Planning: Any savvy investor knows the importance of tax implications. We assist in optimizing your investments for the best tax outcomes, turning financial growth into real gains.

  • Estate Planning: Planning for the future? We work with you to minimize estate taxes and maximize the legacy you’ll leave behind, ensuring that your loved ones are well taken care of.

With Sandalwood CPA, PLLC, you can trust that your tax planning will be both strategic and… yes, fun! Let’s turn those numbers into opportunities and make tax time something to look forward to. Feel the relief of a well-planned financial future with our dedicated services.

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