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TEL: 502.209.0350

Tax Preparation & Compliance Services

Irick Tax & Advisory provides professional tax preparation and compliance services for individuals and businesses with varying levels of complexity.

Individual Tax Preparation

We prepare federal and applicable state individual income tax returns, including those involving:

  • Self-employment or side income

  • Rental or investment activity

  • Itemized deductions and tax credits

  • Life changes such as marriage, relocation, or new income sources

Our goal is to ensure returns are accurate, compliant, and optimized within the bounds of the tax law.

 

Business Tax Preparation

We prepare tax returns for a range of business entities, including:

  • Partnerships

  • S Corporations

  • C Corporations

Services include:

  • Federal income tax return preparation

  • Required state and local income or franchise tax filings

  • Coordination with business financials to ensure consistency

  • Reasonable tax planning considerations as part of the process

We work closely with business owners to ensure filings reflect the full picture of the business — not just the numbers on a form.

State & Local Tax Filings

Depending on the client’s activities and location, we assist with:

  • State income tax filings

  • Local or municipal tax filings

  • Multi-state considerations (when applicable)

Compliance requirements can vary significantly by jurisdiction, and we help clients navigate those obligations with clarity.

What to Expect

Because tax situations vary widely, pricing is based on factors such as:

  • Entity type and complexity

  • Number of forms and schedules required

  • Quality and completeness of records provided

  • State and local filing requirements

We provide clear engagement terms and fee estimates after reviewing each client’s situation.

Our Approach

  • Accurate, compliant filings

  • Clear communication throughout the process

  • Thoughtful consideration of tax implications

  • Coordination with bookkeeping or advisory services when applicable

Whether you need individual tax preparation or ongoing business tax compliance, our focus is on helping you meet your obligations with confidence and clarity.

Irick Tax & Advisory

Proudly serving Georgetown and the surrounding areas.

502-209-0350

heidi.irick@iricktax.com

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