Tax Preparation & Compliance

Organized tax support focused on accurate preparation, compliance, and clear documentation.

Tax Preparation

  • Individual and small business tax return preparation
  • Support for common entity filings, including LLCs, S corporations, partnerships, and corporations
  • Prior-year and amended return support where applicable

Tax Organization

  • Income, expense, and document organization before filing
  • Estimated tax payment review and filing calendar support
  • Basic tax planning support tied to compliance and recordkeeping

Notice Support

  • IRS and state notice review support
  • Response preparation and document gathering support
  • Coordination with licensed professionals when needed

CTEC Registered Tax Preparer

Felix Advisory Group provides tax preparation services through a California Tax Education Council (CTEC) registered tax preparer. CTEC Registration No. A342559.

Registration does not imply endorsement by the California Tax Education Council. Information regarding registered tax preparers may be verified through the California Tax Education Council.

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