Tax Services
Leverage Outlook’s expert tax team to navigate complex regulations, ensure compliance, and maximize tax efficiency. Our approach combines proactive planning, precise execution, and year-round advisory support — helping businesses and individuals stay ahead of every deadline and opportunity.
✓ Strategic Planning
✓ Accurate Compliance
✓ Year-Round Advisory
Core Capabilities
Outlook’s Tax Services team delivers end-to-end solutions from entity setup and tax planning to filing and audit support. Explore our core capabilities designed to simplify compliance and strengthen financial performance.
Business Tax Preparation & Filing
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Prepare federal, state, and local returns for C-Corps, S-Corps, and Partnerships.
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Optimize deductions and credits to reduce tax liabilities.
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Review prior-year filings for carryforwards and missed opportunities.
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Implement filing calendars and review checkpoints to ensure timely submissions.
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Individual Tax Compliance
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Prepare 1040 filings with detailed income, deduction, and credit analysis.
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Manage multi-state and investment-related income reporting.
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Coordinate complex K-1s and entity linkages for high-net-worth clients.
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Provide annual planning sessions to anticipate changes and optimize results.
Tax Planning & Advisory
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Develop strategic forecasts for estimated taxes and cash-flow impact.
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Advise on entity selection, conversions, and ownership structures.
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Model tax scenarios for major transactions, investments, and exits.
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Conduct quarterly tax health checks for law changes and business shifts.
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Audit Support & Representation
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Prepare documentation and responses for IRS and state inquiries.
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Reconcile notices and support resolution from initial review to closure.
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Liaise directly with auditors to ensure smooth, accurate communication.
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Maintain comprehensive audit trails for future reference and compliance.
Expand Your Tax Advantage
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Entity Structuring & Optimization
Design LLC, S-Corp, or C-Corp frameworks that balance liability protection, tax efficiency, and future-growth flexibility.
International & Cross-Border Compliance
Handle global filings and foreign ownership reporting (e.g., 5471/8865) while leveraging treaty benefits.
Credits & Incentives Management
Identify and claim federal/state credits (R&D, energy, employment) to lower tax burden and improve cash flow.
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Outsourced Tax Department
Dedicated professionals manage filings, notices, and planning year-round — extending your internal team’s capacity.
Frequently Asked Questions
​Tax Services
Get expert tax help at every level
1-Hour Equity Tax Planning Session
Exercising Options
IPO
Acquisition
Changing jobs
Secondary market sale
Selling startup equity
A virtual one-time, one hour tax planning session with a tax advisor experienced in equity. You will review tax projections of potential equity scenarios (like exercising or selling) modeled from your specific equity grants.
1 hour session
$500
Comprehensive Tax Planning
Tax Filing
Quarterly estimates
Selling startup shares
IPO
Acquisition
VC Fund distributions
Work with an experienced accountant to get ongoing tax-optimization guidance on your income, investments, deductions, major purchases, relocations, estate, and gifts. Includes quarterly estimated tax payments.
Packages start at
$2,500