Did You Leave Money on the Table?

Many taxpayers assume their previously filed tax returns are correct—but even well-prepared returns can miss valuable deductions, tax credits, or planning opportunities. At Lighthouse Tax Solutions, we offer a complimentary, no-obligation review of your prior federal and state tax returns to help ensure you received every benefit you were entitled to.

Our Free Review Includes:

• A thorough review of your previously filed federal and state tax returns.

• Verification that your returns were prepared accurately and completely.

• Identification of overlooked deductions, credits, and tax-saving opportunities.

• Review for potential errors that may have resulted in overpaying taxes or increased tax liability.

• Evaluation of whether amended returns may be beneficial.

• Confirmation that your returns comply with current tax laws and IRS requirements.

Why It Matters

Tax laws change frequently, and mistakes or missed opportunities can happen—even on professionally prepared returns. A second review can uncover refund opportunities, improve tax efficiency, and provide confidence that your filings are accurate.

No Cost. No Obligation.

Our Prior-Year Tax Return Review is completely free. If we identify opportunities to reduce your tax liability or recover money through an amended return, we'll explain your options clearly and let you decide how you'd like to proceed.

Schedule your complimentary review today and discover whether your previous tax returns could be working harder for you.

Tax Guidance That Puts You First

Navigating today's tax laws can be overwhelming—but preparing your tax return doesn't have to be.

At Lighthouse Tax Solutions, we provide thorough, accurate, and strategic individual tax preparation services designed to minimize your tax liability, maximize every deduction and credit available, and ensure full compliance with federal and state tax laws.

Whether your return is straightforward or highly complex, you can count on experienced guidance and personalized service every step of the way.

We believe in fair, transparent pricing. The prices listed on our website are general guidelines and may be adjusted after we review your tax documents. Depending on the complexity—or simplicity—of your tax return, your final preparation fee may be lower or higher than the posted price. We'll always discuss your fee with you before beginning any work, so you'll know exactly what to expect.

Our Individual Tax Services Include

Comprehensive Tax Return Preparation

Preparation and secure electronic filing of your federal (Form 1040) and applicable state income tax returns with careful attention to accuracy, compliance, and tax-saving opportunities.

Maximizing Deductions & Credits

We proactively identify every deduction and credit you qualify for, including:

• Child Tax Credit

• Earned Income Tax Credit (when eligible)

• Education Credits

• Retirement Contribution Incentives

• Child and Dependent Care Credit

• Itemized Deductions

• Energy-Efficient Home Credits

• Other available federal and state tax benefits

Self-Employment & Small Business Income

Whether you're a sole proprietor, freelancer, consultant, or gig worker, we'll prepare your Schedule C and ensure eligible business expenses are properly documented and claimed, including:

• Business expenses

• Vehicle mileage

• Home office deductions

• Equipment purchases

• Professional expenses

Investment & Capital Gains Reporting

We accurately report:

• Stock and mutual fund sales

• Cryptocurrency transactions

• Dividend and interest income

• Rental property income

• Real estate sales

• Cost basis adjustments

Secure Electronic Filing

Your return is securely transmitted directly to the IRS and your state taxing authority, helping ensure faster processing and quicker refunds when applicable.

Year-Round Tax Support

Our commitment doesn't end after your return is filed. We're available throughout the year to:

• Answer tax questions

• Explain IRS and state notices

• Assist with amended returns

• Provide proactive tax planning for future years

Our Process

1. Secure Document Submission

Conveniently upload your tax documents through our secure client portal or schedule an in-office appointment.

2. Professional Preparation & Tax Analysis

We carefully review every document, apply current federal and state tax laws, and identify opportunities to reduce your tax liability while ensuring complete compliance.

3. Return Review & Approval

Before filing, we'll review your completed return with you, explain your results, answer your questions, and obtain your approval.

4. Secure Electronic Filing

Once approved, your returns are electronically filed with the IRS and applicable state agencies, and you'll receive confirmation that your returns have been accepted.

Fair & Transparent Pricing

Every taxpayer's situation is unique.

The prices listed on our website serve as general guidelines for our tax preparation services. After reviewing your tax documents, we will determine a fair preparation fee based on the complexity of your return, the forms and schedules required, and the time involved in preparing an accurate return.

Depending on your specific tax situation, your final fee may be lower or higher than the posted price. Any fee adjustment will always be discussed with you before work begins, ensuring complete transparency with no hidden fees or surprises.

Factors that may affect your preparation fee include:

• Number of tax forms and schedules required

• Self-employment or business income

• Rental properties

• Investment activity

• Cryptocurrency transactions

• Multi-state tax filings

• Trusts, estates, or other specialized tax reporting

• IRS correspondence or prior-year adjustments, if applicable

Why Choose Lighthouse Tax Solutions?

✔ Personalized service tailored to your unique tax situation

✔ Accurate preparation backed by current tax law

✔ Fair, transparent pricing with upfront estimates and no hidden fees

✔ Secure electronic filing and confidential document handling

✔ Year-round support—not just during tax season

✔ Prepared by an IRS Enrolled Agent

As an IRS Enrolled Agent, I am federally licensed to represent taxpayers before the Internal Revenue Service. This credential reflects advanced tax expertise, ongoing continuing education, and a commitment to the highest ethical standards. Whether you're filing a straightforward return or navigating a more complex financial situation, you can feel confident knowing your taxes are being prepared by a trusted tax professional dedicated to protecting your interests.

Ready to File with Confidence?

Take the stress out of tax season with professional guidance you can trust.

Whether you're filing a simple return or managing a more complex financial situation, Lighthouse Tax Solutions is here to provide accurate preparation, proactive advice, and exceptional personal service.

Schedule your consultation today or securely upload your tax documents to get started.

"Your beacon for stress-free tax and accounting."

Strategic Tax Solutions for Growing Businesses

Running a business is challenging enough without having to navigate ever-changing tax laws and filing requirements.

At Lighthouse Tax Solutions, we provide expert business tax preparation and proactive tax planning designed to reduce your tax liability, maintain compliance, and help your business retain more of its hard-earned profits.

Whether you're a sole proprietor, partnership, LLC, S corporation, or C corporation, you'll receive personalized service, accurate tax preparation, and strategic guidance tailored to your business goals.

We believe in fair, transparent pricing. The prices listed on our website are general guidelines and may be adjusted after we review your business records and tax requirements. Depending on the complexity—or simplicity—of your business tax return, your final preparation fee may be lower or higher than the posted price. We'll always discuss your fee with you before beginning any work, so you'll know exactly what to expect.

Business Entities We Serve

Sole Proprietors & Single-Member LLCs (Schedule C)

Comprehensive preparation of Schedule C returns, including:

• Business income reporting

• Operating expenses

• Vehicle mileage

• Home office deductions

• Equipment purchases

• Integration with your individual tax return

S Corporations (Form 1120-S)

Complete preparation of corporate tax returns, including:

• Form 1120-S

• Schedule K-1 preparation

• Shareholder basis calculations

• Officer compensation reporting

• Reasonable compensation analysis

• Built-in gains and other specialized tax issues

C Corporations (Form 1120)

Strategic corporate tax preparation focused on:

• Corporate tax compliance

• Section 179 deductions

• Bonus depreciation

• Net Operating Loss (NOL) utilization

• Corporate tax planning opportunities

Partnerships & Multi-Member LLCs (Form 1065)

Preparation of partnership returns with:

• Accurate Schedule K-1 allocations

• Partner capital account reporting

• Basis calculations

• Guaranteed payments

• Partnership tax compliance

Information Return Preparation

Timely preparation and electronic filing of:

• Form 1099-NEC

• Form 1099-MISC

• Other required federal information returns

Our Business Tax Services Include

Tax Deduction Optimization

We perform a comprehensive review of your financial records to ensure every legitimate business deduction is identified and properly claimed, including:

• Operating expenses

• Office expenses

• Travel and meals

• Advertising and marketing

• Equipment purchases

• Professional services

• Vehicle expenses

• Insurance

• Retirement contributions

Depreciation & Asset Planning

We evaluate the most advantageous depreciation strategies available, including:

• Section 179 expensing

• Bonus depreciation

• Standard MACRS depreciation

• Asset disposition planning

Multi-State Tax Compliance

If your business operates, sells products, or has employees in multiple states, we ensure your filing obligations are properly addressed while minimizing unnecessary tax exposure.

Year-End Tax Planning

Tax preparation shouldn't happen only after the year ends.

We work with you throughout the year to coordinate your business and personal tax strategies, helping improve cash flow, reduce surprises, and identify planning opportunities before year-end.

Our Process

1. Secure Financial Information Submission

Conveniently upload your bookkeeping records through our secure client portal or schedule an in-office appointment.

Typical documents include:

• Profit & Loss Statements

• Balance Sheets

• Trial Balances

• Payroll Reports

• Fixed Asset Schedules

• Prior-Year Tax Returns

2. Professional Review & Reconciliation

We carefully review your accounting records, reconcile financial information, prepare necessary tax adjustments, and ensure owner distributions, capital accounts, depreciation schedules, and carryforwards are properly reported.

3. Return Review & Consultation

Before filing, we'll review your completed return with you, explain your tax results, discuss planning opportunities, and answer any questions.

4. Secure Electronic Filing

Once approved, your federal and state returns are securely e-filed, and you'll receive organized digital copies of your completed returns for your permanent records.

Fair & Transparent Pricing

Every business is unique.

The prices listed on our website serve as general guidelines for our business tax preparation services. After reviewing your business records, tax requirements, and entity structure, we will determine a fair preparation fee based on the complexity of your return, the forms required, and the time involved in preparing an accurate return.

Depending on your business's specific tax situation, your final fee may be lower or higher than the posted price. Any fee adjustment will always be discussed with you before work begins, ensuring complete transparency with no hidden fees or surprises.

Factors that may affect your preparation fee include:

• Entity type

• Business size

• Quality of bookkeeping records

• Number of state filings

• Payroll reporting

• Fixed assets and depreciation

• Number of owners or shareholders

• Industry-specific reporting requirements

• Additional tax elections or specialized filings

Why Choose Lighthouse Tax Solutions?

✔ Personalized tax strategies designed for your business

✔ Accurate preparation backed by current federal and state tax law

✔ Fair, transparent pricing with upfront estimates and no hidden fees

✔ Secure electronic filing and confidential document handling

✔ Year-round tax planning and advisory services

✔ Support for businesses at every stage of growth

✔ Prepared by an IRS Enrolled Agent

As an IRS Enrolled Agent, I am federally licensed to represent taxpayers before the Internal Revenue Service. This credential demonstrates advanced tax expertise, ongoing professional education, and a commitment to the highest ethical standards. Whether you're launching a new business, managing a growing company, or overseeing an established organization, you can rely on knowledgeable guidance and proactive tax strategies designed to support your long-term success.

Focus on Running Your Business—We'll Handle the Taxes

Your time is best spent serving your customers and growing your business—not worrying about tax compliance.

Let Lighthouse Tax Solutions handle the complexities of business taxation with professional guidance, strategic planning, and dependable year-round support.

Schedule your consultation today or securely upload your business tax documents to get started.

"Guiding your business. Protecting your bottom line."

Trusted Guidance for Estates, Trusts & Fiduciaries

Serving as an executor, trustee, administrator, or court-appointed conservator is a significant responsibility. Along with managing assets and fulfilling fiduciary duties comes the obligation to comply with complex federal and state tax laws.

At Lighthouse Tax Solutions, we provide knowledgeable, compassionate guidance and specialized fiduciary tax services to help you navigate these responsibilities with confidence. Our goal is to ensure accurate reporting, maintain full tax compliance, and protect both fiduciaries and beneficiaries throughout the administration process.

We believe in fair, transparent pricing. The prices listed on our website are general guidelines and may be adjusted after we review your fiduciary documents and reporting requirements. Depending on the complexity—or simplicity—of the estate or trust administration, your final preparation fee may be lower or higher than the posted price. We'll always discuss your fee with you before beginning any work, so you'll know exactly what to expect.

Fiduciary Tax Services We Provide

Estate Income Tax Returns (Form 1041)

Preparation of federal and applicable state fiduciary income tax returns for estates during the administration process, including reporting income earned after the date of death.

Trust Income Tax Returns (Form 1041)

Preparation of income tax returns for:

• Revocable trusts

• Irrevocable trusts

• Grantor trusts

• Non-grantor trusts

• Simple trusts

• Complex trusts

We ensure proper reporting of fiduciary accounting income, taxable income, deductions, and beneficiary distributions.

Beneficiary Schedule K-1 Preparation

Accurate preparation and issuance of Schedule K-1s, properly allocating:

• Interest income

• Dividend income

• Capital gains

• Tax deductions

• Tax credits

• Other distributable items

Final Individual Income Tax Returns

Preparation of the decedent's final Form 1040 along with coordination of all required filings, including IRS Form 56 (Notice Concerning Fiduciary Relationship), when applicable.

Fiduciary Accounting & Distribution Support

We assist with maintaining accurate records of:

• Principal and income allocations

• Fiduciary accounting schedules

• Beneficiary distributions

• Estate and trust expenses

• Required supporting documentation

Estate & Gift Tax Services

When required, we provide preparation and guidance for:

• Federal Estate Tax Return (Form 706)

• Federal Gift Tax Return (Form 709)

We also assist with portability elections and other estate tax planning opportunities when appropriate.

Our Fiduciary Tax Services Include

Protecting Fiduciaries from Personal Liability

Executors, trustees, and administrators may be held personally responsible for unpaid tax obligations if assets are distributed before taxes are properly satisfied.

We help ensure all filing requirements are completed accurately and on time to reduce unnecessary risk.

Strategic Distribution Planning

The timing of trust and estate distributions can significantly impact the tax liability of both the fiduciary entity and its beneficiaries.

We provide thoughtful planning designed to help minimize the overall tax burden while complying with fiduciary responsibilities.

Income vs. Principal Allocation

Proper classification of income and principal is essential for accurate fiduciary reporting.

We carefully apply the governing trust documents, applicable state fiduciary accounting laws, and IRS regulations to correctly classify:

• Interest

• Dividends

• Capital gains

• Administrative expenses

• Distribution deductions

Our Process

1. Fiduciary Document Review

We begin by reviewing the governing documents and relevant records, including:

• Trust agreements

• Wills

• Letters Testamentary or Letters of Administration

• Court appointment documents

• Date-of-death asset information

• Prior fiduciary tax returns

2. Income & Distribution Analysis

We reconcile all financial activity, including:

• Forms 1099

• Brokerage statements

• Rental income

• Real estate transactions

• Administrative expenses

• Beneficiary distributions

We then calculate Distributable Net Income (DNI) and determine the appropriate tax treatment.

3. Return Review & Consultation

Before filing, we'll review the completed fiduciary return with you, explain beneficiary allocations, discuss tax implications, and answer any questions.

4. Secure Electronic Filing

Once approved, returns are securely e-filed whenever permitted, and you'll receive organized digital copies of all returns, Schedule K-1s, and supporting documentation for your permanent records.

Fair & Transparent Pricing

Every estate and trust is unique.

The prices listed on our website serve as general guidelines for our fiduciary tax preparation services. After reviewing your fiduciary documents and reporting requirements, we will determine a fair preparation fee based on the complexity of the engagement, the tax forms required, and the time involved in preparing accurate fiduciary returns.

Depending on your estate's or trust's specific circumstances, your final fee may be lower or higher than the posted price. Any fee adjustment will always be discussed with you before work begins, ensuring complete transparency with no hidden fees or surprises.

Factors that may affect your preparation fee include:

• Type of fiduciary entity

• Number of beneficiaries

• Investment activity

• Rental properties

• Business ownership interests

• Capital gains reporting

• Estate administration requirements

• Number of state filings

• Fiduciary accounting complexity

Why Choose Lighthouse Tax Solutions?

✔ Specialized expertise in estate and trust taxation

✔ Accurate fiduciary reporting and tax compliance

✔ Fair, transparent pricing with upfront estimates and no hidden fees

✔ Secure electronic filing and confidential document handling

✔ Guidance for executors, trustees, administrators, and conservators

✔ Year-round support for fiduciaries and beneficiaries

✔ Prepared by an IRS Enrolled Agent

As an IRS Enrolled Agent, I am federally licensed to represent taxpayers before the Internal Revenue Service. This credential reflects advanced tax expertise, rigorous continuing education, and a commitment to the highest ethical standards. Fiduciary taxation involves specialized rules that differ significantly from individual and business tax law, and you can rely on experienced guidance to help fulfill your responsibilities with confidence while protecting the interests of both the fiduciary and the beneficiaries.

Compassionate Guidance During a Difficult Time

Administering an estate or trust can be both emotionally and financially challenging. You don't have to navigate the tax responsibilities alone.

Lighthouse Tax Solutions provides experienced, professional fiduciary tax services with the care, accuracy, and attention to detail you deserve.

Schedule a confidential consultation today to discuss your estate or trust tax needs.

"Your beacon for stress-free tax and accounting."

Accurate Financials. Better Decisions. Stronger Businesses.

Reliable financial records are the foundation of every successful business. Whether you need ongoing bookkeeping, financial statement preparation, or expert assistance with QuickBooks, Lighthouse Tax Solutions provides the professional accounting support you need to stay organized, make informed decisions, and prepare confidently for tax season.

As a Certified QuickBooks Advanced ProAdvisor, we offer advanced expertise in both QuickBooks Online and QuickBooks Desktop, helping businesses maintain accurate books, streamline accounting processes, and gain meaningful financial insights.

We believe in fair, transparent pricing. The prices listed on our website are general guidelines and may be adjusted after we evaluate your accounting needs and the level of services required. Depending on the complexity—or simplicity—of your bookkeeping and accounting needs, your final fee may be lower or higher than the posted price. We'll always discuss your fee with you before beginning any work, so you'll know exactly what to expect.

Our Accounting & Bookkeeping Services

Full-Charge Bookkeeping

We maintain accurate, organized financial records by recording and categorizing:

• Revenue and sales

• Operating expenses

• Bank deposits

• Credit card transactions

• Owner contributions and distributions

• Payroll entries

• Journal entries

Our goal is to provide books that are accurate, current, and always tax-ready.

Bank & Credit Card Reconciliations

Monthly reconciliation of:

• Business checking accounts

• Savings accounts

• Credit cards

• Merchant processing accounts

• Loan accounts

• Lines of credit

Regular reconciliations help identify discrepancies early and ensure the accuracy of your financial records.

Financial Statement Preparation

Receive professional financial reports that provide valuable insight into your business performance, including:

• Balance Sheets

• Profit & Loss (Income) Statements

• Cash Flow Statements

• Budget and variance reports

• Custom management reports

These reports help you make informed business decisions with confidence.

QuickBooks Setup, Cleanup & Catch-Up

Whether you're starting from scratch or correcting years of bookkeeping issues, we can help.

Our services include:

• QuickBooks Online setup

• QuickBooks Desktop setup

• Chart of Accounts customization

• Historical cleanup

• Catch-up bookkeeping

• Conversion between QuickBooks versions

• File diagnostics and repair

Accounts Payable & Accounts Receivable Support

Improve cash flow by keeping your payables and receivables organized.

We assist with:

• Customer invoicing

• Vendor bill tracking

• Aging reports

• Payment monitoring

• Collections reporting

Year-End Tax Readiness

Because your bookkeeping and tax preparation should work together—not separately—we ensure your financial records are properly organized and reconciled for a smooth, efficient year-end tax filing process.

Certified QuickBooks Advanced ProAdvisor Services

As a Certified QuickBooks Advanced ProAdvisor, I have completed advanced training and certification in QuickBooks' most sophisticated features and best practices. This designation demonstrates expertise beyond basic bookkeeping and allows me to provide higher-level support tailored to your business.

Advanced QuickBooks Expertise

Our Advanced ProAdvisor services include:

• QuickBooks Online & Desktop support

• Inventory management

• Job costing

• Class and location tracking

• Custom financial reporting

• Third-party application integration

• Payroll coordination

• Industry-specific workflow customization

Error Resolution & Troubleshooting

We quickly identify and resolve common QuickBooks issues, including:

• Unreconciled accounts

• Incorrect opening balances

• Duplicate transactions

• Data file inconsistencies

• Balance sheet discrepancies

• Historical bookkeeping errors

Customized Accounting Systems

Every business operates differently.

We customize your QuickBooks file, Chart of Accounts, workflows, and reporting structure to match your industry, management style, and reporting needs.

Workflow Optimization

Efficient bookkeeping saves time and improves accuracy.

We help streamline your accounting processes by implementing best practices that reduce manual work, improve organization, and provide reliable financial information throughout the year.

Our Process

1. Initial Financial Assessment

We begin by reviewing your current bookkeeping system, accounting software, financial records, and business processes to understand your specific needs.

2. Setup or Cleanup

Whether establishing a new accounting system or correcting existing records, we'll organize your books, resolve historical issues, and create a solid financial foundation.

3. Ongoing Bookkeeping & Maintenance

On a schedule that fits your business—weekly, monthly, or quarterly—we reconcile accounts, categorize transactions, review financial activity, and maintain accurate records.

4. Financial Reporting & Business Insights

Receive timely financial statements and meaningful reports that help you understand your business performance, monitor cash flow, and prepare for future growth.

Fair & Transparent Pricing

Every business has unique accounting needs.

The prices listed on our website serve as general guidelines for our bookkeeping and accounting services. After reviewing your business records, accounting system, and service requirements, we will determine a fair fee based on the complexity of your business, the scope of services requested, and the time involved in delivering accurate, reliable financial records.

Depending on your business's specific needs, your final fee may be lower or higher than the posted price. Any fee adjustment will always be discussed with you before work begins, ensuring complete transparency with no hidden fees or surprises.

Factors that may affect your fee include:

• Business size

• Monthly transaction volume

• Number of bank and credit card accounts

• Payroll activity

• Accounts payable and receivable requirements

• Catch-up or cleanup bookkeeping

• QuickBooks setup or conversion

• Financial reporting and advisory services

• Frequency of bookkeeping services (weekly, monthly, or quarterly)

Why Choose Lighthouse Tax Solutions?

✔ Accurate, reliable bookkeeping tailored to your business

✔ Certified QuickBooks Advanced ProAdvisor with advanced expertise in QuickBooks Online and Desktop

✔ Customized accounting systems and workflow optimization

✔ Professional financial statements that support informed business decisions

✔ Fair, transparent pricing with upfront estimates and no hidden fees

✔ Secure handling of your confidential financial information

✔ Seamless coordination between bookkeeping and tax preparation

✔ Year-round accounting support from a trusted advisor

Build Your Business on a Strong Financial Foundation

Well-organized financial records do more than simplify tax season—they give you the confidence to make smarter business decisions, improve cash flow, and plan for future growth.

Whether you need monthly bookkeeping, QuickBooks assistance, financial reporting, or a complete cleanup of your accounting records, Lighthouse Tax Solutions is here to help.

Schedule your consultation today and discover how a Certified QuickBooks Advanced ProAdvisor can help keep your business organized, efficient, and financially strong.

"Your beacon for stress-free tax and accounting."