Tax Preparation

Focused on accuracy, efficiency, and responsiveness while delivering personal attention in a client-focused experience

Expertise across all common tax forms

We serve a broad range of clients to prepare tax returns for all common entity types.

Many of our clients are closely held businesses and their owners, family groups, trusts and estates, real estate holding and development LLCs, and restaurants. A meaningful amount of our work is focused on partnership and trust taxation.

  • Individuals (1040)
  • Trusts/Estates (1041)
  • C-Corporations (1120)
  • S-Corporations (1120S)
  • Exempt Organizations¬†(990)

  • Partnerships (1065)
  • Gift (709)
  • Estate and Generation-Skipping Transfer (706)
  • Retirement Plans (5500)

Our Services

Individuals and Trusts (1040, 1041)

LDDI works closely with individual and trust clients to prepare tax returns and provide tax planning and projections. We listen carefully to clients to understand unique circumstances and to provide a personalized experience. We work diligently to deliver optimized, favorable results tailored to each client.

Businesses (1065, 1120, 1120S)

We serve business clients clients to prepare returns and advise on partnership, C-Corporation, and S-Corporation taxes. We carefully to review and analyze underlying financial information and prepare end-of-year adjusting entries to finalize your tax returns.

Other Income Tax Returns (990, 5500, 706, 709)

In addition to preparing individual and business income tax returns, we also have expertise preparing tax returns for exempt organizations and private foundations (Form 990/990-PF), benefit plans (Form 5500), estates (706), and individuals with gift tax reporting requirements (Form 709). 

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