The Right Solution

Tax Planning

Proactive tax planning to help you make informed financial decisions—not just prepare your return after the year is over.

Tax planning is an important part of managing your personal and business finances. We work with individuals and small business owners to identify potential tax consequences before year-end and help you understand how business, income, retirement, rental property, and other financial decisions may affect your tax liability.

Tax planning may include:

  • Year-round tax planning

  • Estimated tax planning

  • Business income and expense strategies

  • Sole proprietor tax planning

  • Rental property tax considerations

  • Retirement contribution planning

  • Tax projections

  • Deduction and credit planning

  • Entity and business structure considerations

  • Year-end tax planning strategies

Our goal is to help you plan ahead, understand your tax situation, and avoid unnecessary surprises at tax time.

Tax Preparation for Individuals & Small Businesses

Professional tax preparation for individuals, self-employed taxpayers, rental property owners, and small business owners.

We prepare federal and state tax returns with careful attention to accuracy, deductions, credits, and compliance. Whether you have a W-2, are self-employed, own rental property, or operate a small business, we help make the tax filing process clear and manageable.

Tax preparation may include:

  • Individual federal and state tax returns

  • Self-employed and Schedule C returns

  • Small business tax returns

  • Rental property income and expense reporting

  • Multiple income sources

  • Estimated tax considerations

  • Applicable deductions and tax credits

  • Prior-year and amended returns

  • Tax return extensions

  • State and multi-state tax filings when applicable

Ideal for: Individuals, self-employed taxpayers, sole proprietors, rental property owners, and small business owners.

Full-Cycle Bookkeeping

Accurate, organized books for small businesses, sole proprietors, rental property owners, and service-based businesses.

From day-to-day transaction recording to monthly financial statements, Hazen Accounting provides full-cycle bookkeeping to keep your financial records accurate, organized, and up to date. We handle the essential accounting tasks so you can spend less time managing your books and more time running your business.

Services may include:

  • Transaction recording and categorization

  • Bank and credit card reconciliations

  • Accounts payable and accounts receivable

  • General ledger maintenance

  • Monthly financial statements

  • Profit & loss and balance sheet reporting

  • Adjusting journal entries

  • Month-end and year-end close

  • Bookkeeping cleanup and catch-up

  • Financial reporting for tax preparation

Ideal for: Sole proprietors, independent professionals, consultants, contractors, rental property owners, and service-based businesses.