PHÆNIX
Modern home on a tree-lined neighborhood street at sunset

Tax Preparation

Every detail. A bigger picture.

Tax preparation
for more complex
financial lives.

For high-income individuals, business owners, real estate investors, and families whose returns involve multiple entities, investments, or sources of income.

Talk with Phænix

Returns we prepare

The returns we prepare.

Form 1040

Individuals

Form 1065

Partnerships & LLCs

Form 1120-S

S Corporations

Form 1120

C Corporations

Form 1041

Trusts & Estates

Why Phænix

More than filing a return.

Your tax return is the final record of decisions made throughout the year. When appropriate, Phænix connects tax preparation with your business entities, real estate activity, accounting, and broader tax strategy.

Complexity handled

Multiple entities, K-1s, investments, and real estate activity.

Connected perspective

Business and personal returns are considered together.

Looking ahead

We flag issues that may deserve attention before the next filing season.

Let’s build what’s next

Your Next Investment Deserves
a Smarter Partner.

Get expert guidance on tax strategy, real estate opportunities, and long-term wealth planning.

Talk to an Advisor