Tax Compliance

and Planning     

Stay Compliant. Plan Ahead. Pay Less.

Taxes can be stressful—but with ZSO, they don’t have to be. We handle all aspects of tax compliance for individuals, nonprofits, and small businesses, including federal and state returns, estimated payments, and filings for multiple entities.

Beyond just filing, we take a proactive approach to planning—identifying strategies to reduce liabilities, avoid penalties, and align your tax posture with your broader financial goals. With our guidance, you’ll stay on track year-round and make informed choices before deadlines ever arrive.

How We Can Help

  • Individual federal and state tax return preparation

  • Business tax return preparations (LLCs, S-corps, C-corps, partnerships)

  • Nonprofit informational tax return preparation

  • Unrelated business income tax determination

  • Estimated tax calculations and quarterly filings

  • Multi-state tax compliance

  • IRS correspondence and audit response support

  • Year-round tax planning and strategy sessions

  • Tax implications for business structure and entity selection

  • Self-employed advisory

  • 1099 preparation

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!