Tax prep services that reduce stress and maximize savings

For comprehensive tax preparation, please provide:

Income documents:

• W-2 forms from employers
• 1099 forms (for independent contractors, interest, dividends, etc.)
• Business income records (if self-employed)
• Rental property income

Deduction and credit documentation:

• Business expenses and receipts
• Home office information (if applicable)
• Charitable contribution receipts
• Mortgage interest statements
• Property tax records
• Medical expense records
• Retirement account contributions
• Education expenses

Additional information:

• Prior year’s tax return
• Social Security numbers for you and dependents
• Banking information for direct deposit

Every business is unique, so once we understand your specific situation, we may request additional documentation. At Archer Lewis, we’ll work closely with you to ensure we have everything needed to maximize your tax benefits while maintaining compliance.

We help you keep more of what you earn through personalized tax strategy. Our team identifies business-specific deductions and credits by understanding your unique operations, staying current on tax code changes, and applying industry-specific expertise.

We look beyond standard deductions to find opportunities in areas like depreciation, retirement plans, healthcare, and specialized tax credits. With Archer Lewis, you get proactive year-round planning that combines local attention with national-level tax expertise—all focused on minimizing your tax burden while maintaining compliance.

Yes! We understand that dealing with back taxes and IRS notices can be stressful, but you don’t have to face it alone. Our team can help you navigate tax issues, resolve outstanding balances, and communicate with the IRS on your behalf. Whether you need to set up a payment plan, file missing returns, or address penalties, we’ll work with you to find the best solution and get your business back on track.

If your business is audited, we stand beside you every step of the way. Our team of experienced professionals is ready to:

• Review your documents: We help ensure that all your records are organized and accurate, whether they’re digital files or even a shoebox full of receipts.
• Provide guidance: Our specialists can explain the audit process, help you gather the necessary documentation, and work with auditors to clarify any questions.
• Utilize our expertise: With hundreds of experts and enterprise-grade technology on our side, we bring deep industry knowledge to support your case and minimize any disruption to your business.
• Offer personalized support: Since every audit is unique, we tailor our assistance to your specific situation, ensuring that you receive the attention and expertise your business deserves.

Ultimately, our goal during an audit is to simplify the process and protect your interests, leveraging both personal relationships and professional expertise to help you navigate through it successfully.

We take a proactive approach to your tax strategy throughout the year, offering personalized planning tailored to your unique business goals and financial situation. Rather than waiting until tax season, our team continually monitors your finances to identify potential deductions, credits, and other tax-saving opportunities. We help you leverage depreciation rules, optimize expense tracking, and implement income timing strategies to minimize your taxable income. As tax laws change regularly, we stay current on regulatory updates and help you adjust your approach accordingly. With our access to hundreds of specialists and enterprise-grade technology, we provide comprehensive advice on both common and complex tax-saving strategies. Our ultimate goal is to seamlessly integrate effective tax planning into your year-round business operations, ensuring you benefit from every available opportunity while we work alongside you to build your future.

Tax preparation with Archer Lewis helps you avoid penalties and audits through our meticulous attention to detail and deep understanding of tax regulations. Our team works closely with you to ensure accurate, compliant filings while implementing strategic approaches that minimize red flags. We leverage both our personal relationship with your business and our access to specialized expertise to identify potential issues before they become problems. By organizing your financial documentation properly and staying current with changing tax laws, we reduce your audit risk while positioning you for maximum legitimate deductions. Our proactive approach means we’re not just preparing your taxes—we’re protecting your business from unnecessary scrutiny and financial penalties.

Filing your business taxes through Archer Lewis begins with a personalized consultation to understand your specific needs and goals. We then collect and organize all necessary financial documents, whether you have meticulously kept records or just a shoebox of receipts. Our team analyzes your financial data, identifies all applicable deductions and credits, and prepares your returns with precision. Throughout the process, we maintain open communication, answering your questions and keeping you informed of our progress. Once your returns are prepared, we review everything with you to ensure accuracy and your complete understanding before filing. After submission, we remain available to address any follow-up questions or concerns, providing you with peace of mind that your business taxes have been handled professionally and strategically.

It’s best to start tax planning for your business early and continuously throughout the year. By getting a head start—in many cases at the beginning of your fiscal year—you can take advantage of every opportunity to optimize your deductions, strategically manage income and expenses, and adjust to new tax laws. Early planning allows us to proactively organize your records and implement effective strategies, which helps streamline tax preparation and minimizes potential issues down the road.