3.2Services

Tax Preparation

Having us prepare and file your taxes means you’ll never miss a chance to lower your tax burden. Our deep knowledge of the tax code helps us find hidden credits and deductions, so you keep more of what you earn.

Reviewed by Douglas Dick, EA, CTP · Updated

Who it is for

Who needs professional tax preparation?

Professional tax preparation is for individuals and business owners who want their taxes filed correctly and do not want to miss credits or deductions. Noble Pacific Tax Group prepares and files federal and state returns, so you keep more of what you earn.

You may need a tax preparer if:

  • You have used tax software or another preparer and think you missed deductions.
  • You own a business or practice or have more than one business entity.
  • You have rental property, investments, or income in more than one state.
  • You want a preparer who offers tax strategy services to proactively reduce what you pay each year.
How we help

How does our tax preparation process work?

We collect your documents through a secure portal, prepare your return, review it with you, and file it once you approve.

Our tax preparation process:

  1. Checklist: We send an electronic organizer for you to complete.
  2. Upload: You upload your documents to our secure client portal.
  3. Prepare: We prepare your business and personal returns and look for every credit and deduction you qualify for.
  4. Review: We explain the return for you and answer your questions.
  5. File: We file your federal and state returns after you approve them and sign the necessary documents.
What to expect

What to expect when we prepare your taxes

You receive accurate, filed federal and state returns, copies for your records, and a short video summary of what drove your tax result.

What's included:

  • Individual and business tax returns
  • Federal and state filing
  • A review meeting before we file
  • Extension filing when needed

What we need from you:

  • Income forms such as W-2s, 1099s, and K-1s
  • Business financial statements
  • Last year's tax returns
  • Any letters or notices from the IRS or state

Tax preparation FAQs

Q1What documents do I need to file my taxes?

Most clients need income forms (W-2, 1099, K-1), business financials, last year's return, and any IRS or state notices. We send an electronic organizer to help you prepare.

Q2Can you prepare business and personal tax returns together?

Yes. We prepare both, which helps make sure nothing is missed between your business and personal taxes.

Q3What if I cannot file by the deadline?

We file an extension for you. An extension gives you more time to file, but any tax owed is still due by the original deadline.

Q4How can I lower my taxes next year?

Pair tax preparation with our Tax Advisory service. We build a plan during the year so you pay less when you file.