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Careful Filing, Built on Organized Books

Tax preparation by IRS Enrolled Agents who know your business, your structure, and your numbers. Federal, state, multi-entity, and owner returns.

If Your Financial Life Has Outgrown Basic Tax Filing,
You're in the Right Place

As your income, entities, and investments grow, tax preparation gets more complex. What worked before no longer provides the clarity or coordination you need.

LLC owners

Pass-through income structured with clarity, not just compliance.

S corporations

Salary, distributions, and compliance balanced with confidence.

Multi-entity structures

Income, ownership, and reporting kept consistent across S-corps, LLCs, partnerships, and holding companies.

Multiple income streams

Business, investments, and real estate brought into one clear tax picture.

Backed by IRS Enrolled Agents

Returns Prepared by Federally Licensed Tax Practitioners

Every return at Thornton Tax & Financial Services is reviewed by an Enrolled Agent. EAs are federally licensed by the U.S. Treasury, and unlike CPAs, whose licenses are state-issued, an EA can represent you before the IRS in all 50 states, not just the one tied to a single license. That means examinations, appeals, and collections, at every level, nationwide.

  • The same people who file your return can defend it. No handing off, no scrambling for representation if a notice arrives.
  • The same EA prepares your return year after year. You won't be passed to a different team or asked to re-explain your business each spring.
  • You never face the IRS alone. We respond, document, and resolve on your behalf.
  • Continuing education that exceeds IRS requirements. Tax law moves. We move with it.
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Business owner studying her financial statements
Two advisors reviewing figures on a tablet

We Manage the Full Picture, Not Just the Forms

Your return is only as good as the data and structure behind it. We coordinate everything that touches your filing so the picture holds together.

  • Coordinated business and personal filings. Your entities and personal return are prepared together so everything aligns and nothing conflicts.
  • State and federal filings handled correctly the first time. No rework, no missed details, no last-minute issues.
  • Multi-entity coordination. Income, ownership, and reporting stay connected across every entity.
  • Quarterly tax alignment. Estimated payments are planned and adjusted throughout the year, not guessed at the end.
  • Complete supporting documentation. Every schedule and detail built to support accuracy and stand up to review.
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You don't have to chase details, fix errors, or connect the dots between advisors. We do that for you.

We Don't Prepare
Returns in Isolation

Most tax preparers step in once a year and work from an incomplete context. That’s where gaps start to appear.

  • Limited visibility into your full business and financial structure.
  • Focused only on what already happened, not what's coming.
  • Missed opportunities tied to timing, structure, and coordination.
  • Transactional approach instead of ongoing alignment.

We stay connected to your numbers, your structure, and your decisions throughout the year. Nothing on your return is a surprise to us when it’s time to file.

A Structured Process Built for Accuracy and Alignment

Tax preparation isn't a single act of filing. It's a disciplined process designed for accuracy, coordination, and clarity.

1

Document collection.

We gather all necessary returns, financials, and documentation upfront so nothing is rushed or incomplete.

2

Initial review.

Our team analyzes your data, identifies gaps, and asks the right questions to make sure nothing is overlooked.

3

Tax preparation.

Your return is prepared with precision, aligning entities, income streams, and reporting.

4

EA review.

Every return is reviewed by an Enrolled Agent before it goes anywhere.

5

Walk-through at the table.

Before filing, we sit with you and walk through your return in plain language. You leave understanding the reasoning behind every number, not just the result.

6

Filing and confirmation.

We handle the filing and provide confirmation so you know everything is completed accurately.

Where
Bookkeeping and
Tax Preparation
Come Together

Returns built on verified books are returns we can defend. When the IRS has a question, we're ready to answer it on your behalf, with the same EAs who prepared the filing.

  • Verified data, defensible filings. Every number on your return is traceable back to clean books.
  • No re-explaining your numbers. The team that files your return is the team that knows your books.
  • Examination-ready documentation. Supporting detail prepared the way the IRS expects to see it.
  • A foundation for proactive tax strategy. Clean filings and clean books are the inputs strategy needs.
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Three professionals reviewing financial statements

Questions Owners Ask Most

We provide a full checklist, but typically this includes prior year returns, K-1s, 1099s, financial statements, receipts, and general ledger reports. Additional items may be required depending on your structure.

The earlier, the better. We recommend starting the onboarding process at least 30 to 60 days before filing deadlines to ensure accuracy and avoid last-minute issues.

Our Enrolled Agents are federally licensed to represent you before the IRS at every level: audits, appeals, and collections. If the IRS contacts you, we respond on your behalf.

Our Enrolled Agents can represent you, resolve past issues, and bring you back into compliance. Back-tax work is scoped separately from a standard preparation engagement.

For most clients, tax preparation is included in a flat monthly retainer that covers bookkeeping, planning, and filing together. Pricing scales with entity count and complexity. We quote a clear monthly figure during the Fit Assessment, before any work begins.

Yes. We prepare federal and state returns for any combination of states relevant to your business and personal income.

Yes. Coordinated business and owner returns are part of how we work. Filings are prepared together so nothing conflicts.

Extensions are routine when needed. We file them in advance, plan for the deferred deadline, and keep the work on track.

Tax preparation shows what already happened. Tax strategy focuses on what happens next. The data from your return becomes the foundation for more informed, forward-looking decisions.

Three Generations. Since 1949. Same Approach.

To say I was in a bind would be short of the truth. A little back story, I have been going through Dependent Probate for 6 ½ yrs and my attorney decided to stop doing his job. I had to hire a new attorney and found out that I needed to file a 1041 Capital Gain with the IRS. I needed help and needed it fast. Thornton Tax & Financial Services was my rescue to say the least. Everyone there was so helpful and courteous. They even have an App that makes everything so smooth and prompt. I can’t recommend them enough!! Trying to find a tax professional at the last minute that even files a 1041 is not an easy chore and I couldn’t be happier with their expertise and promptness. I promise you can’t go wrong with this Excellent Company!!!”

SS

I wanted to take the time to thank you for the referrals that you have given our company. I have been using Vicki and Brandon for over 20 years with my personal and business taxes. If you are looking for a trustworthy tax advisor and an overall honest company, please contact them ASAP. Thanks for all your hard work.

LZ
IRS Enrolled Agent — federally licensed by the U.S. Department of the Treasury.
Federal representation rights at every level
Three-generation tax practice

Bring Structure to Your Tax Preparation

Your tax preparation should be aligned with your business, your structure, and your long-term financial decisions. Same people, same table, year after year.

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A 30-minute conversation. No obligation.
A business owner talking with three team members