Specialty Engagement
Tax Returns Done Right
Accurate filings. Maximum deductions. Zero surprises. We prepare your returns so you can file with confidence. When your bookkeeper and your tax preparer are the same team, nothing gets lost in translation — and nothing gets missed.
Montana-Based. Serving Clients Nationwide.
Tax Preparation starts at $200+
What this engagement covers
Tax preparation is about accuracy, completeness, and maximizing your position legally. At 406, we integrate tax preparation with bookkeeping — when the same team handles both, nothing gets lost in translation and nothing gets missed. We gather all your documents, reconcile your books, identify every deduction and credit you're entitled to, and prepare your returns with professional judgment that ensures accuracy and maximizes your tax position.
We file electronically for faster processing and stand behind our work if the IRS has questions. Whether you're a sole proprietor filing a 1040, a partnership with multiple K-1 holders, or a corporation with complex allocation structures, we handle every detail. Our process is thorough: organize and review, prepare and optimize, then file and support. The cost of DIY mistakes — audits, penalties, overpayments — far exceeds professional prep. We make sure nothing gets missed and everything gets done right.
Who it's for
- Business owners and self-employed professionals with business income or complex returns
- Entities filing 1040s with K-1s, Schedule E, or Schedule C income
- Partnerships and S-Corps requiring multi-member or multi-shareholder returns
- Businesses filing in multiple states
- Anyone who wants peace of mind that deductions are maximized and filings are accurate
What you get
- Organized and reconciled books before filing
- Complete federal return (1040, 1065, 1120-S, 1120-C, or appropriate form)
- State and local tax returns (multi-state filing where applicable)
- All supporting schedules and required forms (K-1s, schedules A–Z, etc.)
- Deduction identification and maximization (depreciation, Section 179, credits)
- Audit support and representation if the IRS has questions
- Year-round access for tax questions and guidance
How we work
- Gather all documents and reconcile your books before preparing
- Identify every deduction and credit you're entitled to
- Prepare your returns with professional judgment and accuracy
- File electronically for faster processing
- Represent you if the IRS has follow-up questions
- Integrate with your bookkeeping so everything ties together
Frequently asked questions
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