Tax Return Preparation for Individuals and Businesses
Bring us your documents and our CPAs handle the forms, the schedules, and the filing. Federal, state, and multi-state returns for families, investors, self-employed professionals, and business owners across Ohio.
Individual Taxpayers
Individual Tax Return Preparation
Form 1040 and every schedule that comes with it, whether your return is a single W-2 or a stack of brokerage statements, rental properties, and 1099s.
Form 1040 Preparation
Complete Form 1040 and Schedules
All schedules and supporting forms handled for you
Deductions and Credits Reviewed
Careful review to identify applicable opportunities
Multi-State Returns
Proper allocation when you live or earn in more than one state
Investments & Capital Gains
Reporting for stocks, bonds, and other investment income, including gains and losses.
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Rental & Investment Property
Rental income, expenses, and depreciation reported for single and multi-unit properties.
Itemized Deductions
Mortgage interest, state and local taxes, charitable giving, and more.
Self-Employed & Side Income
Schedule C support for freelancers, contractors, and side businesses.
Business Owners
Business Tax Return Preparation
Returns for S-Corps, C-Corps, partnerships, and multi-member LLCs, with the K-1s your owners need to finish their own returns.
S-Corp, Partnership & Corporate Returns
S-Corporation Returns (1120-S)
Complete preparation with a K-1 for every shareholder
Partnership Returns (1065)
Proper allocation, basis tracking, and partner K-1s
C-Corporation Returns (1120)
Full corporate preparation with supporting schedules
Returns on Extension
Extended calendar-year 1065 and 1120-S returns are due September 15, and extended individual returns are due October 15. We prepare all three.
Multi-State Filing
Nexus, apportionment, and returns in every state where your business files.
LLC Returns
Multi-member LLC filings prepared to match your entity classification election.
Depreciation Schedules
Fixed assets tracked and reported, including Section 179 and bonus depreciation.
Owner K-1s
K-1s prepared for every partner and shareholder, ready for their personal return.
Before Your Appointment
What to Bring
Our organizers list the documents that belong with your return. Request the one that matches your situation, along with our other tax guides and forms, and preparation starts with everything already in hand.
Income Tax Organizer
Walk through income, deductions, and credits for your personal return before we meet.
Business Organizer
Pull your business income, expenses, and year-end records together in one place.
Rental Organizer
Capture rental income, property expenses, and depreciation details for each unit.
Already working with us? Send your completed organizer and supporting documents through the secure portals in the Client Center.
From Shoebox to Filed Return
Four steps from a pile of documents to a filed return.
Gather
Start with the organizer that matches your return. It tells you which documents we need so nothing is missing when preparation starts.
Prepare
A CPA prepares your federal, state, and multi-state returns, including every schedule and supporting form your situation requires.
Review
Nothing is filed until you have seen the finished return. E-filing requires your signed authorization, so the last look is always yours.
File
Once you authorize the return, we handle the filing and you receive a complete copy of everything submitted on your behalf.
Filing is the last step. Planning is how the bill gets smaller.
By the time a return is prepared, most of the numbers on it are already settled. Quarterly projections, entity structure, and year-end decisions are where the outcome actually changes, and that work happens between filing seasons.
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Related Services
Discover our comprehensive suite of accounting and business services designed to support your success.
Individual and business tax return preparation is available for clients in Galena, Sunbury, Westerville, Powell, and Delaware.
Your Trusted CPA Firm in Galena, Ohio
Mattison Yoder CPAs has been providing comprehensive accounting, bookkeeping, tax planning, and payroll services for over 25 years. We're dedicated to helping small businesses and individuals navigate their financial needs with confidence.
