Tax Preparation
Tax Preparation Services for Individuals and Businesses
Accurate tax preparation is not just about filing on time. It is about reducing errors, improving follow-through, and making sure your return reflects the full picture of your financial activity.
Georgia-based support for clients in Lawrenceville, Gwinnett County, Metro Atlanta, and nationwide.
In short
Tax preparation is the year-end work of accurately filing your federal and state returns. Kuuni Partners prepares individual and business returns for people who want a more organized process, clearer follow-through, and a preparer who flags what still needs attention after filing — not just someone who clicks submit and disappears.
What you get
- Individual and business return preparation (1040, 1120-S, 1065, 1120, trust)
- Review of tax documents, source records, and filing requirements
- Guidance on missing information and how to source it
- Clear next steps after filing — estimated payments, notices, planning hand-offs
- Coordination when tax prep connects to bookkeeping or planning work
- Secure portal for document exchange and e-signature
Who it's for
- Individuals with more complex filing needs (equity comp, K-1s, rentals, multi-state)
- Business owners filing business and personal returns together
- Clients with disorganized or incomplete tax records
- Taxpayers who want a more reliable, repeatable tax process
- Clients who want real follow-up after the return is filed
- Households likely to benefit from tax planning in the year ahead
Common problems we solve
If any of this sounds familiar, you're in the right place.
- Last-minute filing stress every year
- Missing or incomplete documents at deadline
- Confusion between personal and business expenses
- Returns affected by poor bookkeeping or disorganized records
- Uncertainty about what still needs to happen after the return is filed
- Past preparer 'just filed it' with no review and no planning notes
Our process
- Step 1
Complete your intake and upload documents
Sign the engagement letter and upload prior returns plus current-year documents through the secure client portal.
- Step 2
We review your filing needs and identify missing information
A senior preparer reviews the file, flags what is missing, and confirms scope before any return work begins.
- Step 3
We prepare the return and communicate next steps clearly
Returns are double-reviewed and signed by a credentialed EA or CPA. You get a walkthrough of results, e-filing, and a short list of what comes next.
Why Kuuni Partners
Clearer communication — you always know what we need, where we are, and what comes next.
Better organization — a structured intake and document checklist instead of a back-and-forth email scramble.
Direct support — your preparer is reachable year-round for IRS notices and follow-up questions, not just in April.
Stronger process discipline — every return is reviewed by a credentialed second set of eyes before filing.
We tell you when tax prep alone is not enough — and when bookkeeping cleanup or planning would actually move the number.
Recent scenario
Cleaned up disorganized records and filed both returns on time
Service-business owner came to us in late February with mixed personal and business expenses and two years of unreconciled books. We sorted the records, prepared both the S-corp and personal returns, and outlined a quarterly process so next year is not a fire drill.
Get started
Tell us about your situation
A senior advisor will review your responses and respond within one business day to schedule a call.
- • Reviewed by a credentialed advisor (EA / CPA)
- • Confidential and never sold
- • No obligation to engage
Your information is encrypted in transit, reviewed only by Kuuni Partners advisors, and never shared or sold.
Free tools for this service
Do a quick estimate first.
Use these calculators to get a rough number in under five minutes, then talk to us about how to improve it.
Self-Employment Tax Calculator
Calculate the 15.3% Social Security + Medicare tax owed on your 1099 / Schedule C income.
Under 5 min
Self-Employment Tax Calculator
Calculate the 15.3% Social Security + Medicare tax owed on your 1099 / Schedule C income.
Self-Employment Tax Calculator
Self-employment tax catches a lot of new freelancers off guard. This estimates what you'll owe on top of regular income tax.
Your estimate
Estimated SE tax
$8,478
Social Security portion (12.4%)
$6,871
Medicare portion (2.9%)
$1,607
Deductible half (reduces AGI)
$4,239
You can deduct half of SE tax from your AGI. An S-Corp election may reduce SE tax once net earnings clear roughly $50K–$60K — that's worth modeling.
This is an estimate based on the information you entered. Your actual tax, savings, or cash-flow outcome may differ based on deductions, entity structure, timing, payroll setup, debt terms, investment assumptions, or other factors.
Paycheck Withholding Calculator
Estimate take-home pay and federal tax withheld from a single W-2 paycheck.
Under 5 min
Paycheck Withholding Calculator
Estimate take-home pay and federal tax withheld from a single W-2 paycheck.
Paycheck Withholding Calculator
Quickly see what's coming out of your paycheck. Useful when starting a new job, changing your W-4, or checking whether you're under-withheld.
Your estimate
Estimated take-home per paycheck
$2,927.81
Federal income tax (per check)
$566.19
FICA (Social Security + Medicare)
$306.00
State income tax
$200.00
Annual gross (after pre-tax)
$104,000
If your refund or balance due last year was large, your W-4 likely needs adjusting — this estimator helps you eyeball where you'll land.
This is an estimate based on the information you entered. Your actual tax, savings, or cash-flow outcome may differ based on deductions, entity structure, timing, payroll setup, debt terms, investment assumptions, or other factors.
More calculators that fit this service
Frequently asked questions
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Ready to start your tax preparation?
A 30-minute consultation is usually enough to tell you exactly what's worth doing next.