OUR SERVICES

Individual Tax Services

Helping individuals and families file accurate returns, maximize eligible deductions and credits, and plan for a stronger financial future.

Our services include:

  • Individual Tax Preparation
  • Federal Tax Returns
  • State Tax Returns
  • Multi-State Tax Filing
  • Tax Planning
  • Tax Consulting
  • Estimated Tax Payments
  • Tax Refund Assistance
  • Amended Tax Returns
  • IRS Notice Assistance

Business Tax Services

Supporting businesses with professional tax compliance and strategic planning.

Our services include:

  • Business Tax Preparation
  • LLC Tax Returns
  • Partnership Tax Returns
  • S Corporation Returns
  • C Corporation Returns
  • Nonprofit Tax Services
  • Sales Tax Compliance
  • Business Tax Planning

IRS Tax Resolution

Helping taxpayers resolve IRS issues professionally.

Services include:

  • Tax Debt Resolution
  • Offer in Compromise
  • Installment Agreements
  • Penalty Abatement
  • IRS Audit Representation
  • Wage Garnishment Assistance
  • Bank Levy Resolution
  • Tax Lien Support
  • Unfiled Tax Returns
  • IRS Appeals

Accounting & Bookkeeping

Maintaining organized financial records that support informed business decisions.

Services include:

  • Monthly Bookkeeping
  • Financial Statements
  • Bank Reconciliation
  • Budgeting
  • Cash Flow Reporting
  • QuickBooks Services
  • Financial Reporting

Payroll Services

Reliable payroll administration for growing businesses.

Services include:

  • Payroll Processing
  • Payroll Tax Filing
  • Direct Deposit
  • W-2 Preparation
  • 1099 Preparation
  • Payroll Compliance
  • Employee Payroll Reporting

Business Advisory

Helping entrepreneurs and organizations build stronger businesses.

Services include:

  • Business Formation
  • LLC Registration
  • EIN Application
  • Business Consulting
  • Strategic Planning
  • Financial Advisory
  • Business Valuation
  • Growth Planning

Tax Planning

Reducing future tax burdens through proactive planning.

Services include:

  • Individual Tax Planning
  • Business Tax Planning
  • Retirement Tax Planning
  • Investment Tax Planning
  • Estate Tax Planning
  • Year-End Tax Strategies
Why Choose Lineage Tax Professionals?

We Are Always Open For Your Tax Services

  • Experienced Professionals

    Our knowledgeable team stays current with federal and state tax regulations to deliver dependable guidance.

  • Personalized Service

    Every client receives solutions tailored to their financial situation and long-term goals.

  • Year-Round Support

    Tax planning and compliance don't end after tax season. We provide assistance throughout the year.

  • Secure Technology

    We use secure systems for document sharing, communication, and record management to protect your information.

  • Transparent Communication

    We explain complex tax matters in clear language so you can make informed decisions with confidence.

Ready to Move Forward?

Whether you need professional tax preparation, business accounting, payroll services, or IRS representation, our team is ready to help.

Get Started Today

Request a Consultation