Work directly with Ted Davis, CPA, for nationwide federal income tax preparation and practical accounting support. Every engagement begins with your facts, the records available, and a straightforward explanation of what comes next.
Nationwide federal income tax preparation for individuals and businesses, handled directly by a CPA with 35 years of experience.
Individual income tax returns, including Form 1040 and applicable schedules
Corporate income tax returns on Form 1120
S corporation returns on Form 1120-S
Partnership returns on Form 1065
Review of supporting records, filing requirements, and practical next steps
02
Delinquent tax returns & IRS notices
Past-due and unfiled tax returns are a specialty. Ted helps organize what is missing, prepare the required returns, and make IRS correspondence easier to understand.
Preparation of delinquent and past-due federal income tax returns
Help identifying which years and forms need attention
Review and plain-English explanation of IRS notices
Reconstruction and organization of available tax records
A prioritized path for getting filings back to current
03
Real estate accounting & Section 1031
Accounting and tax support for real estate owners, investors, and related business entities, with attention to the transactions and records that affect the return.
Rental-property and real estate business accounting
Income, expense, basis, depreciation, and gain information
Entity and transaction reporting for real estate activities
Tax planning for property owners and investors
Accounting and tax support for like-kind exchanges under Section 1031
04
QuickBooks Online & bookkeeping
Reliable bookkeeping and cleaner financial records in QuickBooks Online so tax preparation, reporting, and business decisions begin with better information.
QuickBooks Online setup, review, and practical guidance
Ongoing bookkeeping support
Account reconciliation and general-ledger review
Accounts payable, accounts receivable, and transaction categorization
Month-end and year-end readiness for tax and financial reporting
05
Income tax planning
Forward-looking tax planning for individuals and business owners who want to understand the likely tax effect of decisions before the return is due.
Review of income, deductions, estimated payments, and entity activity
Planning for business and real estate transactions
Year-end tax planning and timing considerations
Clear explanation of options, tradeoffs, and documentation needs
06
Business entity setup & S corporation elections
Practical accounting and tax guidance for new and changing businesses, including entity setup considerations and S corporation election support.
Accounting and tax considerations for LLCs, corporations, S corporations, and partnerships
Business setup guidance coordinated with the client’s legal needs
S corporation election preparation and related tax considerations
Initial bookkeeping, reporting, and compliance planning
07
Business consulting
Financial analysis and direct CPA guidance for owners who need a clearer view of performance, costs, margins, forecasts, or operational decisions.
Financial analysis, reporting, and forecasting
Budget, profit-and-loss, margin, and cost review
Accounting process and internal reporting improvement
Practical explanations for owners and decision-makers
08
Financial statement preparation
Preparation of useful financial statements from the client’s accounting records for management, tax, licensing, or other business needs.
Balance sheets, income statements, and supporting schedules
Account review and reconciliation before preparation
Period-end close and reporting support
Financial information organized for the intended business use
09
Contractor license balance sheets
Balance sheet preparation for contractor license applications or renewals, based on the applicable request and the records provided.
Review of the licensing authority’s financial statement request
Organization of assets, liabilities, and equity information
Preparation based on available accounting records
Clear identification of missing records or follow-up items
A CLEAR START
Not sure which service fits?
Start with the situation—not the form number. Ted will tell you what needs attention, which records matter, and whether the work is a fit.
Does Ted prepare tax returns for clients throughout the United States?
Ted serves clients in all states and prepares federal income tax returns remotely. State filing needs and engagement availability are reviewed based on each client’s facts.
Which federal income tax forms does Ted prepare?
Ted’s core work includes Form 1040 individual returns, Form 1120 corporate returns, Form 1120-S S corporation returns, and Form 1065 partnership returns, along with applicable schedules and supporting forms required by the engagement.
Can Ted help if several years of tax returns have not been filed?
Yes. Delinquent and past-due tax returns are a specialty. Ted first determines which years and records need attention, then creates a practical filing plan. The exact approach depends on the client’s facts and IRS or state requirements.
Can sensitive tax documents be emailed or texted?
Do not send Social Security numbers, banking details, passwords, or full tax documents through ordinary email, text, or the website guide. Ask Ted for approved secure document-delivery instructions after an engagement is accepted.
Does contacting Ted create a CPA-client relationship?
No. Contacting Ted is the first conversation. Services begin only after Ted accepts the engagement and both parties complete a written engagement agreement.