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Tax Preparation

At Custom Professional Accounting, powered by Alluvial Tax & Planning, we specialize in providing accurate, timely, and stress-free tax preparation services. Our Our team helps you comply with all applicable tax laws while identifying opportunities to minimize your tax liability.

What We Offer

Personal Tax Preparation

Whether you’re an employee, self-employed, or retired, we tailor our services to meet your unique financial situation. We handle federal, state, and local tax filings with precision.

Business Tax Preparation

From sole proprietors to corporations, we manage tax filings for all types of businesses. Our team ensures your business complies with ever-changing tax regulations.

Charity and Nonprofit Tax Preparation

Filing taxes for a nonprofit can be complex. We simplify the process by preparing accurate filings and attention to detail with IRS guidelines for 501(c)(3) organizations and other nonprofit entities.

Why Choose Us for Tax Preparation?

Expertise You Can Trust: With over 30 years of experience plus an Enrolled Agent on staff, our team stays current with the latest tax law changes to provide you with the most up-to-date guidance.

Attention to Detail: We carefully review your financial documents for accurate reporting and identify potential deductions or credits.

Stress-Free Process: We make tax preparation easy by managing all aspects of the process, so you can focus on what matters most.

Proactive Advice: As we prepare your taxes, we also look for opportunities to improve your tax situation in future years.

Managing Finances

Get Started.

To make the tax preparation process smooth, bring the following:

  • W-2s, 1099s, and other income statements

  • Receipts for deductible expenses (e.g., medical, education, or charitable contributions)

  • Records of investments, rental income, or other assets

  • Last year’s tax return

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Our commitment to accuracy.

We understand the importance of filing taxes correctly and on time. Our team double-checks every return to ensure accuracy and compliance. If you ever face an audit, our experts are here to assist and represent you before the IRS.

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​1714 Marion Waldo Rd, Ste A,

Marion, OH 43302

Regular Hours
Monday – Friday:
8:30 a.m. to 4:30 p.m.

 

Tax Hours
February through April
Monday – Friday:
8:30 a.m. to 5:30 p.m.
Saturday: 9:00 a.m. to 1:00 p.m.

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