Advisory Service
Tax Preparation
Precision Filing for Every Entity Type
Meticulous Preparation Built on Strategic Foundation
Tax preparation with Rick Arellano is far more than data entry and compliance. Every return is prepared with the same rigor and strategic awareness that drives the planning process — because the way a return is prepared directly impacts your financial position.
Rick handles the full spectrum of federal and state filings for individuals, sole proprietors, partnerships, S-corporations, C-corporations, trusts, and non-profit organizations. Every line item is reviewed, every deduction verified, and every credit claimed with precision.
Clients trust Rick with their most complex returns because he combines technical accuracy with strategic awareness — identifying planning opportunities within the preparation process that many firms simply miss.
What's Included
Scope of Service
Individual Returns (1040)
Complete personal tax preparation including W-2, 1099, investment income, rental properties, and itemized deductions.
Business Returns
Partnership (1065), S-Corp (1120-S), C-Corp (1120), and sole proprietor (Schedule C) filings with strategic review.
Multi-State Filings
Accurate multi-state return preparation for clients and businesses operating across multiple jurisdictions.
Trust & Estate Returns
Fiduciary return preparation (1041) for trusts and estates with complex income distribution requirements.
Amended Returns
Identification and filing of amended returns (1040-X, 1120-X) when prior filings contain errors or missed opportunities.
Extension & Estimated Payments
Timely extension filings and estimated payment calculations to avoid penalties and maintain compliance.
Related Services
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