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Tax Professional William E. Spar, M.A., CTP, LUTCF

Careful • Accurate • Precise

Tax Preparation

Whether your return is straightforward or involves multiple income sources, business activity, investments or multiple states, ARP Tax Pro provides careful and professional tax preparation tailored to your situation.

We prepare personal, individual, corporate, partnership and trust tax returns for state, multi-state and federal filing.

Individual Returns Business Returns Trust Returns Multi-State Filing
Professional Tax Preparation State • Multi-State • Federal

Comprehensive Preparation Services

Tax Returns We Prepare

ARP Tax Pro works with individuals, families, business owners, partnerships and trusts to prepare applicable state and federal tax returns.

Personal & Individual Returns

Preparation for individuals and families with consideration for the income, deductions, credits and filing requirements applicable to their circumstances.

  • Personal and family tax returns
  • Retirement and investment income

Business Tax Returns

Tax preparation for small businesses and corporate entities based on their organization, operations and applicable filing requirements.

  • Limited liability companies
  • C and S Corporations

Partnership Returns

Preparation of partnership returns and related reporting, including the information partners may need for their individual tax filings.

  • Partnership tax returns
  • Partner reporting information

Trust Tax Returns

Preparation of trust-related tax returns using the financial and distribution information provided by trustees and their professional advisors.

  • Trust income reporting
  • Beneficiary reporting considerations

State & Multi-State Returns

Assistance with state and multi-state tax returns when income, residency, business activity or other filing circumstances involve more than one jurisdiction.

  • Applicable state returns
  • Multi-state filing situations

Federal Tax Returns

Preparation of applicable federal tax filings using the information and documents provided by each client.

  • Applicable federal income-tax returns
  • Supporting schedules and forms

A Clear and Organized Process

What to Expect

Our process is designed to help gather your information, prepare the appropriate returns and provide a clear path from intake to completion.

1

Complete Your Intake

Begin with the client intake questionnaire and organize your personal, income and tax information.

2

Submit Documents Securely

Deliver documents to the office or request access to the private client portal for secure uploading.

3

Professional Preparation

ARP Tax Pro reviews the provided information and prepares the applicable tax returns and supporting forms.

4

Review and Completion

Review your completed return, ask questions and receive guidance concerning the remaining filing steps.

Prepare for Your Appointment

Information You May Need

Every tax return is different. Your required documents will depend on your income sources, filing status, business activities and other circumstances.

Providing complete and organized information can help make the preparation process more efficient.

Common Tax Documents

  • Prior Tax Returns

    Your previous two years of tax returns, including prior-year and carryover information.

  • Income Documents

    Applicable wage, retirement, investment, business and other income statements.

  • Potential Deduction Information

    Applicable receipts, statements and records related to potential deductions or credits.

  • Business Records

    Income, expenses, payroll information, asset purchases and other applicable business records.

  • Estimated Tax Payments

    Records of applicable federal or state estimated tax payments made during the year.

  • Tax Notices

    Any relevant correspondence received from federal, state or local taxing authorities.

Privacy-First Service

Your Personal Information Is Important

ARP Tax Pro is a member of SecureFilePro and uses a private online client portal for the secure transmission of personal tax information and documents.

Clients may also print completed forms and mail them or deliver them directly to the office.

  • Private client-portal document uploading
  • IRS Circular 230-compliant communications network
  • Secure support for state and federal tax documents

Professional Preparation

Why Work With ARP Tax Pro?

Careful

Your information and applicable filing requirements are reviewed with attention to detail.

Accurate

Returns are prepared using the information and documentation you provide.

Precise

Each return is approached according to the client’s specific filing situation.

Knowledgeable

Professional experience helps support a clear and organized preparation process.

Ready to Begin Your Tax Preparation?

Contact ARP Tax Pro to request an intake form, secure client portal or assistance determining the information needed to begin your return.