Seasonal Tax Preparation

CSF Advisory offers seasonal tax preparation for individuals and small business owners who prefer a professional, hands-on alternative to self-filing software, delivered with the same analytical rigor used in our finance advisory work.

CSF Advisory offers seasonal tax preparation for individuals and small business owners who prefer a professional, hands-on alternative to self-filing software.

This is a seasonal, intake-based service offered on a limited basis. Engagements are accepted based on fit, complexity, and availability to ensure quality and turnaround.

Start tax preparation intake

This service is a good fit if you are:

  • An individual or couple with W-2 income, investments, or equity compensation

  • A small business owner or independent contractor (Schedule C)

  • An owner of rental property or recipient of K-1 income

  • Looking for a professional, hands-on alternative to self-filing software

This service is not a fit for:

  • IRS audits, notices, or representation matters

  • Complex international tax planning or filings

  • High-volume, same-day tax preparation