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Fagan & Fagan, LLP

Tax Preparation for Every Entity Type—Done With Clarity and Confidence

At Fagan & Fagan, LLP, tax preparation is never treated as a quick transaction. It’s the final step of a year’s worth of moving parts—income, expenses, compliance, payroll, and planning—and it deserves the kind of attention that keeps your filings accurate, complete, and aligned with your bigger goals.

Confident Tax Preparation for Every Entity Type

With 50 years of private-practice experience and second-generation leadership, our firm supports individuals, businesses, and organizations whose financial lives are layered. Whether you’re filing a straightforward return or managing multiple entities with complex reporting requirements, we bring the structure and judgment needed to make the process feel organized—not overwhelming.

We Prepare Returns for All Entity Types

Our tax preparation services are built to handle the full range of filing needs, including:

  • Individual tax preparation

  • Business tax preparation for single-owner and multi-owner companies

  • Partnership returns and multi-member reporting

  • S corporation tax preparation and shareholder reporting

  • C corporation tax preparation and compliance support

  • Nonprofit tax preparation, including complex filing requirements

We don’t just plug numbers into forms. We review the full picture, confirm consistency across reporting, and ensure your return supports clean documentation and better decision-making going forward.

Built for Clients Who Need More Than Basic Filing

Many of our clients operate with real complexity—multi-entity structures, changing income streams, recurring compliance tasks, or advisory needs that extend beyond a single deadline. Our process is designed to handle those realities with clear communication and steady execution.

As a Generational CPA Firm, we’ve seen how businesses evolve and how tax obligations change as they grow. Our role is to help you stay compliant without losing visibility, and to keep your filings aligned with long-term strategy—not just short-term requirements.

SERVICE OVERVIEW

Tax Expertise for Complex Financial Lives

We work with individuals and closely held businesses navigating multi-entity, multi-state, and planning-driven tax complexity providing proactive, CPA-led guidance year-round.

Individual Income Tax

$ 1,250 Starting at

Our typical client has a fairly complex situation with multiple streams of income, business ownership, rental properties, multi-state reporting, investments, and brokerage accounts, or a mix of some of those things plus more.

All clients receive white-glove, CPA-led service designed for complex tax situations

  • One-on-One Tax Interview with your Dedicated CPA

  • Proactive Tax Strategy Opportunities Identified (Credits, Deductions & Timing)

  • Estimated Tax Planning, Calculation & Coordination of Quarterly Payments and Filings

  • Year-Round CPA Access for Tax Questions & Planning Decisions

Business Income Tax

$ 2,500 Starting at

We prepare S-Corporate, Corporate, Partnership, Non-Profit, Estate & Gift tax returns for clients across the United States. We specialize in closely held, family-owned businesses with revenues ranging from $500,000 to $25,000,000 annually.

All clients receive white-glove, CPA-led service designed for complex tax situations

  • Dedicated CPA Assigned to Your Account

  • Year-end Review of your Books to ensure Tax Readiness & Optimization

  • Owner Compensation & Business Tax Strategy Review

  • Multi-Entity, Multi-State & PTET Filing Coordination

Is This the Right Fit?

We work best with clients who value proactive planning, clear communication, and CPA-led guidance. Schedule a discovery call today to speak with one of our Partners about your unique tax needs.
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Work With a CPA Who Specializes in Complex Tax Situations
Schedule a discovery meeting to discuss your individual or business tax situation and determine whether we’re the right fit.
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