Tax Preparation & Planning Services


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Comprehensive Tax Solutions for Individuals & Businesses

Elite Financial Consulting provides comprehensive tax preparation Canyon Lake residents and business owners can count on. Whether you're filing a basic 1040 or managing the complexities of an S-Corp, we combine accuracy, technology, and personalized strategy to help you minimize liability and maximize your return. We offer e-filing for fast, secure submission and serve clients across Comal County, including Canyon Lake, New Braunfels, and Spring Branch. Our advisors also support clients with multi-state filing needs and understand the nuances of working in a state without personal income tax like Texas.


Personal Tax Preparation

We prepare accurate, thorough returns for individuals and families at every stage of life. From first-time filers to retirees, we handle federal filings (Form 1040) and all applicable schedules, credits, and deductions. Whether you’re claiming education credits, mortgage interest, or managing retirement distributions, we help you avoid mistakes and uncover opportunities. Elite Financial Consulting works closely with new homeowners, parents, and individuals who want professional support for income tax preparation near me.


Small Business & S-Corp Tax Services

Small businesses need more than basic tax prep. We handle Schedule C returns for sole proprietors, Form 1065 for partnerships, and 1120-S for S-Corps, plus quarterly estimated taxes and sales tax filings where required. We’re especially experienced with S-Corp tax optimization, helping owners make smart decisions about salary vs distributions to reduce self-employment tax burdens. If you're forming a new business, we guide you through EIN setup, tax registrations, and help determine the best structure. Our services support small business tax services TX across Comal County.


Tax Planning & Strategy

Tax strategy is how we help clients fly higher. Year-round planning means we can model different scenarios, reduce liabilities through proactive retirement contributions, adjust withholdings, time deductions, and more. Whether you're self-employed, changing jobs, or navigating a major life event, we provide actionable insights to help you plan ahead. We also assist with IRS correspondence, should you need help responding to letters or audit requests. For anyone asking, "Can an advisor help reduce my taxes legally?" – the answer is yes.


Why Trust Elite Financial for Your Taxes?

At Elite Financial Consulting, our experience and credentials set us apart. Our team stays current on tax law changes and works with complex returns every day. We never take a one-size-fits-all approach—our Canyon Lake tax planner listens to your needs and builds a strategy around your goals. With secure systems for document handling and real-time updates on your filing status, you stay informed and confident. Clients choose us for the personal attention and professional accuracy they won’t get from a chain tax preparer.

Our Tax Service Process

We make tax season efficient and stress-free with:

Initial Consultation

We review your current situation, gather prior returns, and identify key opportunities.

Document Prep

Bring your W-2s, 1099s, receipts, and other key documents.

Filing & Review

Every return is reviewed for accuracy and e-filed securely with the IRS.

Post-Filing Support

If the IRS reaches out, we help you respond. We also schedule follow-up planning for the year ahead.

Accounting & bookkeeping FAQs

  • What do I need to bring for my tax appointment?

    W-2s, 1099s, receipts for deductions, mortgage interest statements, dependent info, and last year’s tax return.

  • Can you help if I haven’t filed taxes in a few years?

    Yes. We can file back taxes, communicate with the IRS, and build a strategy to get you back on track.

  • Do you offer electronic filing and direct deposit refunds?

    Yes. All returns are e-filed and eligible for direct deposit refund processing.

  • How are S-Corp taxes different from LLC or personal taxes?

    S-Corps file Form 1120-S and issue K-1s to owners. We help determine if electing S-Corp status is beneficial and handle all related filings.

  • What is tax planning and should I do it?

    Tax planning means projecting and minimizing future tax obligations. It’s valuable for business owners, retirees, or anyone expecting major life changes. We include this in our year-round services.

  • Are there any tax documents we should have prepared for our meeting?
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