Services

Individual preparation, with planning when needed

A focused set of services for individuals and families, with the service level made clear before work begins.

Individual Form 1040 Preparation

Federal individual returns prepared accurately and reviewed carefully. State income tax returns are accepted only on a case-by-case basis.

Withholding & Estimated Taxes

Review of withholding and quarterly estimates so there are fewer surprises when the return is finally prepared.

Tax Questions & Changes

Questions related to your tax return or significant tax-related changes can be addressed as needed. Additional planning or analysis outside the agreed service scope may require a separate engagement.

Tax Return Review

Careful review of your completed return with an explanation of key items, filing results, and any tax-related issues that may warrant attention.

Services not offered

To keep the practice focused, Lagniappe Tax Group does not provide bookkeeping, payroll, accounting or attest services, tax controversy work, IRS or state representation, tax debt resolution, or help for clients significantly behind on filing obligations.

The firm does not currently prepare S corporation, C corporation, or partnership returns. Some sole proprietors reporting business activity on Schedule C as part of an individual Form 1040 may be accepted depending on complexity and overall fit.

Lagniappe Tax Group provides tax preparation and tax planning services only. It does not provide investment advice, portfolio recommendations, or multi-year retirement distribution strategies that depend on investment recommendations.

Two levels of service

Return preparation and proactive planning are distinct services. Pricing is quoted after the initial consultation based on your specific situation and complexity.

Preparation

For clients primarily seeking accurate return preparation without ongoing tax-planning services.

Individual Form 1040 preparation
Federal tax return filing
State return preparation only when accepted on a case-by-case basis
Accurate and compliant return preparation
Standard electronic filing and delivery
Forward-looking tax projections
Proactive tax-planning strategies
Post-filing review meeting
Detailed discussion of the completed return and planning opportunities
Coordination with your financial advisor or other professional when appropriate and authorized by you

Includes Preparation, plus

Planning

Individual tax return preparation plus focused tax planning, including current-year and next-year tax projections, Roth conversion analysis, withholding and estimated-tax review, tax analysis of planned sales or withdrawals, and charitable-giving tax analysis.

Individual Form 1040 preparation
Federal tax return filing
State return preparation only when accepted on a case-by-case basis
Accurate and compliant return preparation
Standard electronic filing and delivery
Forward-looking tax projections
Proactive tax-planning strategies
Post-filing review meeting
Detailed discussion of the completed return and planning opportunities
Coordination with your financial advisor or other professional when appropriate and authorized by you

Fees are determined after the initial consultation based on the complexity and scope of your tax situation and the service level selected. Prospective clients are accepted based on fit and current capacity.

How working together looks

1
Request a consultation
Every prospective client begins with an initial consultation before the firm decides whether to offer an engagement.
2
Securely share a prior return
Before the consultation, securely upload a prior-year tax return so complexity, scope, and overall fit can be evaluated.
3
Confirm the engagement
If the practice is a good fit and has capacity, you will receive a clear service recommendation and pricing based on your situation.

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