Tax Preparation &
Bookkeeping Services

Accurate books and precisely prepared returns are not administrative tasks. They are the foundation of every financial decision you make — and the first line of defense against everything we resolve on the other side of this practice.

At Blackridge Tax, our tax preparation and bookkeeping services are not a separate offering bolted onto a controversy practice. They are a natural and deliberate extension of it. Every return we prepare and every set of books we maintain is reviewed through the lens of a firm that has spent years on the other side of the IRS’s desk — one that knows exactly what triggers audits, what invites scrutiny, and what separates a defensible return from one that creates problems.

Our team includes a Board Certified Tax Specialist, a CPA, and an Enrolled Agent. The level of technical knowledge and strategic oversight we bring to tax preparation and bookkeeping is simply not available at a standard accounting firm — and for clients whose financial profiles are complex, that difference is not marginal. It is material.

Tax Preparation — Federal & State Returns

Tax preparation at Blackridge Tax is not a form-filling exercise. It is a comprehensive, strategically informed process that begins with a thorough understanding of each client’s financial situation — their income sources, their business structure, their deductions, their prior year returns, and their exposure — and produces a return that is accurate, defensible, and optimized within the full bounds of the law.

We prepare federal and California state tax returns for individuals, businesses, and organizations across every entity type — with the depth of technical knowledge and the attention to detail that complex financial profiles demand.

Form 1040

Individual Tax Returns

The Form 1040 is the foundation of individual federal income tax compliance — and for high earners, self-employed professionals, and real estate investors, it is anything but straightforward.

Our 1040 preparation encompasses:

W-2 and investment income
Self-employment income and Schedule C preparation
Rental real estate income and Schedule E preparation
Partnership and S-Corporation income from K-1s
Capital gains and losses — including complex transactions and installment sales
Foreign income and foreign tax credit
Alternative Minimum Tax (AMT) analysis and planning
Net Investment Income Tax and Additional Medicare Tax
Retirement account distributions and Roth conversion analysis
Itemized deductions and credits (Child Tax, Education, Energy)

Form 1120

Corporate Tax Returns

The C-Corporation tax return is one of the most complex returns in the federal tax system. The quality of preparation has a direct impact on reported liability and audit risk.

Our corporate return preparation includes:

Business income and expense analysis
Depreciation and amortization (Section 179 and Bonus Depreciation)
Net operating loss carrybacks and carryforwards
Dividend received deductions
Related party transactions and transfer pricing considerations
Accumulated earnings tax analysis
Corporate alternative minimum tax

Form 1120-S

S-Corporation Tax Returns

The interplay between income, shareholder basis, distributions, and reasonable compensation requires genuine expertise to navigate correctly.

At Blackridge Tax, we prepare Form 1120-S returns with a focus on shareholder basis tracking, the Qualified Business Income (QBI) deduction, and the reasonable compensation analysis that is one of the most common triggers for S-Corporation audit.

Form 1065

Partnership & LLC Tax Returns

The Form 1065 is the foundational document for pass-through entities. It requires a thorough understanding of income allocation among partners and K-1 preparation.

Our partnership return preparation includes:

Section 704(b) substantial economic effect analysis
Capital account maintenance — tax basis and book
Partner basis tracking and at-risk limitation analysis
Passive activity loss analysis
Self-employment tax analysis for LLC members
Section 754 elections and inside basis adjustments

Form 990

Nonprofit Tax Returns

The Form 990 is both a tax filing and a public disclosure document. Accuracy affects an organization’s reputation and compliance standing with the IRS and state authorities.

Our nonprofit return preparation includes:

Revenue and expense analysis including program service revenue
Functional expense allocation and Unrelated Business Income Tax (UBIT)
Compensation disclosure for officers and directors
Governance policies and state charitable registration compliance

Bookkeeping — The Foundation of Financial Clarity

Accurate, current, and well-organized books are the foundation of sound financial management — and the first line of defense against the IRS. At Blackridge Tax, we provide bookkeeping services that go beyond data entry.

Our bookkeeping services include:

Monthly and quarterly bookkeeping for businesses of all sizes
Bank and credit card reconciliation
Accounts payable and receivable management
Payroll processing and payroll tax compliance
Financial statement preparation (P&L, Balance Sheets, Cash Flow)
Catch-up bookkeeping — bringing neglected books current
QuickBooks setup, management, and reconciliation
Chart of accounts design and optimization for audit defensibility

The Connection Between Clean Books and Controversy Prevention

At Blackridge Tax, we have seen firsthand what happens when bookkeeping is neglected. Disorganized financials and misclassified expenses are among the most common triggers for audits. They are also almost entirely preventable.

When Blackridge Tax handles both the bookkeeping and the tax preparation, every number on the return is supported by clean, organized records. The return and the books tell the same story because they were built together, with the same standard of care.

For clients who have experienced tax problems in the past, this integration of bookkeeping and tax preparation is a fundamental risk management strategy.

Prior Year & Amended Returns

For clients with prior year compliance issues — unfiled returns or returns prepared incorrectly — we provide amended return services with the same strategic awareness we bring to current year compliance.

An amended return corrects errors or omissions on a previously filed return. At Blackridge Tax, we evaluate every prior year return situation carefully before recommending an amendment — because the decision to amend, when to amend, and how to amend are each strategic choices with real consequences.

The Blackridge Standard

Blackridge Tax provides tax preparation and bookkeeping services for individuals, businesses, and nonprofit organizations with complex financial profiles and compliance needs that go beyond what a standard accounting firm can address.

Our team includes a Board Certified Tax Specialist, a CPA, and an Enrolled Agent — professionals whose combined expertise spans every entity type and compliance challenge. The best tax controversy representation begins with returns that were never worth contesting. That is the standard we hold ourselves to — on every return we prepare.

Next Steps

Precision is the foundation of financial security.

Deploy a level of technical oversight and strategic rigor that standard accounting firms simply cannot provide.

Tax Preparation & Bookkeeping Services