Tax preparation and planning

Tailored services make taxes less taxing.

More complicated personal tax returns with itemized deductions, investment income and other considerations can make tax time a burdensome experience. Work with the team at Landis & Associates to ease your anxiety, ensure your compliance with ever-changing tax codes and minimizing your financial obligation. Every client is different, and every client deserves our personal care.
  • A modern, secure process—Our advanced online client center supports a secure process end-to-end, from tax document uploading to signature and filing.
  • Tailored support—We treat your tax return like it’s our own. We put in the time to understand your financial situation to optimize your return and get the best possible result.
  • Year-round service—Good results begin with good planning. Our team is here to support you with strategic tax planning and advice throughout the year, not just when it’s time to file.
Audit protection

IRS audit? Our team is in your corner.

Our team has the depth of experience to get issues with the IRS resolved—it’s one of our specialties. Put our team to work for you to handle and respond to IRS notices and letters and represent you at both the state and federal levels up to appeals and/or litigation.

  • Rest easy—You’ll sleep well knowing that you have an experienced team working as your advocate and trusted advisor.
  • Save time—Dealing with IRS correspondence is time consuming, especially if you don’t have detailed knowledge of the procedures and potential pitfalls. Our team will save your time and headaches.
  • Stay focused—Your business needs your full attention. Let us handle the IRS so you can keep steering the ship.

Trust matters.

Without trust, what’s the value of a relationship? Our team knows the importance of your trust, and earning it is the focus of our work every day. You deserve it.