our services

Tax Preparation & Filing Services

Feel confident you’re getting every deduction you deserve.

Person using a calculator to prepare their tax report.
how we help

Tax Season With Zero Stress

A stress-free tax season starts long before January. We work with you year-round to stay organized, capture every deduction, and implement tax saving strategies, so you can file with confidence, every time.

Woman in glasses sits at a desk rewieving her annual tax returns.
our expertise

Save Money on Your Taxes This Year

Our experienced tax team stays up-to-date with the latest tax laws to help you maximize deductions, minimize liability, and avoid costly mistakes.

  • Maximize Deductions
    & Credits

    We take the time to uncover every deduction and credit available to you—helping you keep more of what you’ve earned while ensuring full compliance with current tax laws.

  • Seamless Filing & Secure Delivery

    We handle electronic filing, document management, and signature collection through secure, user-friendly systems—making the process fast and stress-free.

An retired man and woman sit at a table, smiling while facetiming their tax accountant.
  • Comprehensive Return Preparation

    Accurate, complete tax filings for individuals and businesses—covering all federal, state, and local requirements. We ensure every return reflects the most current laws and available deductions.

  • Year-Round
    Support

    Our work doesn’t stop at tax season. We’re available throughout the year to answer questions, handle notices, and keep you prepared for what’s ahead.

Our Tax Preparation Services Include:

  • Individual Tax

    We prepare and file your personal tax returns with accuracy and care, ensuring you claim every deduction and credit you deserve.

  • Business Tax

    Our team handles your business tax filings from start to finish, helping you stay compliant while minimizing your tax liability.

  • Trust & Estate Tax

    We prepare precise and timely trust and estate tax returns to reduce your tax burden and protect your wealth for beneficiaries.

  • Non-Profit
    Tax Filings

    We prepare accurate and timely tax filings for nonprofits, helping you maintain your tax-exempt status and focus on your mission.

  • Multi-State & Local Filing

    Whether you live, work, or own property in multiple states, we file your out-of-state tax returns accurately to ensure full compliance.

  • Amended Returns & Prior-Year Filings

    We help you correct past tax returns and file prior-year taxes accurately, ensuring you claim every deduction and stay compliant.

Client Testimonials

Kind words from our happy clients

“As an owner of multiple businesses, it's nice to have a CPA and team that can handle everything from basic transactional accounting to more advanced strategy and guidance.”

Jim Wilson
Business Owner

“We used Mason Quist as our CPA and we will be a returning client of his for years to come. He is professional, got our taxes filed in a timely manner and explained everything very well to us.”

Savina Havens
Tax Client

“Partnering with Quist Group has been a game-changer, allowing me to focus on what I love most. They have removed the stress, making my finances simple.”

Annie L
Business Owner

“The Quist team has significantly improved my business’s financial visibility with super helpful reporting coupled with my advisor’s support. We’re making better-informed decisions.”

Dr. Marcin V
Business Owner

"I was in a bind from a previous accountant. They cleaned up the mess and got all my tax returns done on time. Since then I have turned over ALL my bookkeeping and tax needs to them. It has been a great relief to have an excellent team taking care of everything.”

Margaret Jantz
Gold Country Towing

“Bookkeeping and accounting are easy with Quist Group. I can trust their team to provide reliable, accurate, and timely financial reports each month, and their professionalism and attention to detail make them a great partner.”

Garrett Hoopes
Genesee Biomedical
pricing

Custom Pricing Designed for Your Unique Needs

Our tax preparation and filing services are always custom quoted based on the complexity of your situation and the level of organization of your documents. We’ll discuss your needs during an initial consultation.

You’ll receive an upfront estimate. From there, our services are billed hourly based on the time required to complete your return. The more organized your materials are when delivered to our team, the more efficiently and cost-effectively we can serve you.

Three people sit at a desk signing financial agreements documents.

FAQs

Get answers to your most pressing questions about our tax preparation and filing services.

Still have more questions? Get in touch, we’re happy to help.

What is tax prep?

Tax preparation involves gathering your financial information to accurately report your income and expenses. Our team ensures compliance with tax laws while maximizing your deductions. We aim to make the process smooth and stress-free.

How do I start?

Getting started is easy! Simply reach out to us via our contact form or phone. We'll schedule a consultation to discuss your needs.

What documents are needed?

You'll need your W-2s, 1099s, and any other income records. Additionally, gather receipts for deductions and other relevant financial documents. Our team will guide you on specific requirements based on your situation.

When is the deadline?

Typical deadlines are either March 15 or April 15 depending on the return type. However, extensions can be requested if needed. We recommend starting early to avoid last-minute stress.

How will my return be filed?

We e-file your return directly with the IRS and state tax agencies. Once it’s accepted, we’ll send you confirmation.

How it Works

Steps to Getting Started

At Quist Group, we prioritize simplicity and clarity from the very first interaction. Our onboarding process is designed to be seamless, ensuring you feel supported and in-the-loop every step of the way.

  1. Step 1

    Talk About Your Goals

    We’ll talk about your money goals, worries, and questions—no pressure, no commitment.

  2. Step 2

    Build a Personalized Plan

    We will work closely with you to understand your needs and set a clear path toward achieving your financial objectives.

  3. Step 3

    Stay on Track Together

    Our team provides continuous support. Whenever you have a question or need to change course, we’re always here.

Get Your Taxes Done Right

Contact us today and experience your breeziest tax season yet.

Three middle aged people sit around a coffee table; a man signs a document for the preparer of their annual taxes.