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A Personal Approach To Tax Planning
The Sum Prep offers tax and bookkeeping services for clients of Registered Investment Advisor (RIA) firms. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PROFESSIONALS™ and Certified Public Accountants provides hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible.
Services Provided
- 1040 Tax Return Preparation and Filing including State Tax Filing
- 1041 Trust and Estate Tax Return Preparation and Filing
- Texas Franchise Tax Preparation and Filing
- 709 Gift Tax Preparation and Filing
- 706 Estate Tax Preparation and Filing
- 1120/1065 Corporate Tax Return Preparation and Filing
We do not offer audit or advisory services.