Embedded Files
Our Process
Step 1 — Schedule & Upload
Step 1 — Schedule & Upload
Schedule your consultation. We’ll start with a brief phone call to determine whether we may be a good fit and whether we can help with your specific situation. We are not able to help everyone. After that call, if we mutually decide to move forward, we’ll provide instructions for securely uploading the documents needed for your financial planning process.
Step 2 — Analysis & Review
We analyze your documents and develop personalized recommendations to review with you. We also prepare your return and review it for accuracy, consistency, and completeness.
Step 3 — Implement & File
After you approve our recommendations, we begin implementation. Your strategy is put into action, and your return is submitted electronically.
More Than Tax Filing
More Than Tax Filing
Many people only think about taxes when a deadline is approaching. Our role is broader. We help clients prepare accurately, plan proactively, stay organized throughout the year, and respond confidently when tax issues arise. The result is a more thoughtful, more organized, and more strategic tax experience.
Our Services
Tax Preparation
Tax Preparation
Accurate federal and state return preparation for individuals and businesses, handled with care, precision, and attention to detail.
Individual tax returns
Business tax returns
Estimated tax guidance
Electronic review and filing process
Strategic Tax Planning
Strategic Tax Planning
Planning designed to help clients identify opportunities before year-end and make better-informed tax decisions with greater clarity.
Income and deduction planning
Year-end strategy discussions
Business-owner planning considerations
Tax-aware decision support
Self-Employed & Business Taxes
Self-Employed & Business Taxes
Ongoing support for business owners who need a more organized and proactive approach to taxes, deductions, and compliance responsibilities.
Schedule C support
LLC, S-Corp, and partnership reporting
Quarterly estimate support
Guidance around business tax organization
Monthly Bookkeeping
Monthly Bookkeeping
Recurring bookkeeping support for business owners who want cleaner records, stronger organization, and a smoother tax process throughout the year.
Monthly transaction categorization
Account reconciliations
Organized financial reporting support
Better year-round tax readiness
IRS Representation
IRS Representation
Professional support for clients who need help responding to IRS notices or navigating tax matters that require careful handling and clear next steps.
IRS notice response assistance
Representation support where applicable
Amended return assistance
Guidance through the resolution process
Tax Advisory
Tax Advisory
A more strategic relationship for clients who want thoughtful tax guidance throughout the year rather than simply checking a box during filing season.
Year-round tax guidance
Planning before major financial decisions
Support during life and business transitions
A more proactive tax experience
Why Clients Choose Tiverton Tax
A More Strategic Approach
We help clients think ahead, not just react at filing time.
Year-Round Support
From preparation to bookkeeping to planning, our work is built for continuity.
Professional, Organized Process
We aim to make the tax process feel clear, structured, and well-managed.
Personalized Guidance
Your tax picture is unique, and your support should reflect that.
Frequently Asked Questions
Do you only prepare returns during tax season?
No. We also offer year-round planning, advisory support, monthly bookkeeping, and assistance with IRS-related matters.
Do you work with small business owners?
Yes. We work with self-employed individuals, consultants, contractors, and business owners who need tax and bookkeeping support.
Can you help if I receive an IRS notice?
Yes. We can review the issue, help determine the appropriate response, and provide support based on your specific circumstances.
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