Tax Services

Fineline Tax offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

Federal Tax Forms & IRS Publications


Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
Federal Tax Forms
IRS Publications

Client Tax Organizer


Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.

Schedule an Appointment


Click Here to Schedule an Appointment

Latest News


Bookkeeping/Write-Up


Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

Estate & Trust Tax Preparation


Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

Business Entity Selection


Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative.

IRS Representation


IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Business Succession Planning


Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.

Payroll Services


Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.

Estate Planning


Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

Sales Tax Services


Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities.

Financial Planning


Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life.

Tax Planning


Tax Planning

Tax planning is an essential element of the tax preparation process.

Retirement Planning


Retirement Planning

Tax planning is an essential element of the tax preparation process.

Tax Preparation


Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.