Tax Preparation & Planning
That Goes Beyond Filing
We prepare accurate federal and state tax returns while helping you understand your tax situation—not just submit it.
- Individual Returns
- Business Returns
- Multi-State Filings
- Year-Round Support
Why Clients Choose Murtha & Flischel
We go beyond the numbers to understand your goals and provide proactive tax guidance you can count on.
- Family-owned, client focused firm
- Year-round tax planning & guidance
- Secure online portal & document upload
- Personalized service from our team
- Business & personal tax expertise
- Proactive strategies for lasting savings
We learn your financial picture so we can identify opportunities, answer questions, and help you make informed decisions throughout the year.
Working With Murtha & Flischel
From your first consultation to filing your return, our team is here to guide you every step of the way.
Consultation
Call to schedule your consultation and complete a brief pre-appointment questionnaire.
Meet Your Preparer
Meet with your tax professional to discuss your needs, ask questions, and determine the best path forward.
Document Upload
Securely upload your documents and complete our tax questionnaire through the client portal.
Return Preparation
Your preparer carefully prepares your return while reviewing your information for accuracy and tax-saving opportunities.
Internal Review
Every return undergoes a thorough internal review by both your preparer and one of our partners.
Review & Sign
Review your completed return, electronically sign your authorization forms, and we'll securely e-file your return.
Tax Guidance When You Need It
Tax questions don't follow a calendar. Whether you're planning ahead, evaluating a decision, or dealing with the IRS, we're here with practical answers and real guidance.
Tax Planning & Projections
Plan ahead with confidence. We can help estimate your tax liability, review withholding or estimated payments, and prepare for upcoming changes.
Tax Analysis & Guidance
Understand the impact of business, investment, income, and other financial decisions before you move forward.
IRS & Notice Assistance
Received a letter you don’t understand? We’ll review it, explain what it means, and help determine the best next steps.
Year-Round Tax Consulting
Have a tax question outside of filing season? Schedule time with our team for clear, practical guidance tailored to your situation.
Changes in Life or Business
From marriage and new dependents to business growth and major purchases, we’ll help you understand the tax implications.
TAX PREPARATION MADE SIMPLE
Ready to File
With Confidence?
Whether your return is straightforward or more complex, our team is here to make the process simple, accurate and stress-free.
Helpful Answers.
Honest Guidance.
The tax documents needed can vary based on your unique tax situation. Completing the client organizer helps determine which documents may apply to you specifically. If you provide a copy of your prior year tax return, we can also generate a personalized document checklist based on your filing history. If any additional information or documents are needed during preparation, your preparer will reach out directly.
Absolutely. We prepare and file prior-year federal and state tax returns for many clients. Whether you missed a filing deadline, need to amend a return, or simply have unfiled taxes from previous years, our team can help you determine what's needed and get you back on track. Schedule a consultation, and we'll guide you through the process.
Yes. If you're an existing client, simply upload the entire IRS letter (front and back) to your secure client portal, and your preparer will review it and advise you on the next steps. If you're a new client, contact our office to schedule a consultation so we can review the notice and discuss how we can help.
Absolutely. A mid-year or year-end review can help identify tax-saving opportunities before it's too late to act. We'll review changes to your income, business, investments, or life events and discuss strategies to help minimize your tax liability and prepare for the upcoming filing season.