Trusted Tax Services

We take a planning-focused approach to our tax services, looking for opportunities to reduce taxes both now and in the future. Our services go beyond basic compliance to include a careful evaluation of each client’s specific needs and goals. We compare prior year returns and projected outcomes to actual results to help identify additional deductions or potential tax savings. Every return is thoroughly reviewed to ensure consistent, high-quality work. Clients can expect personal, individualized attention and reliable, quality service on every engagement.

Tax Preparation & Planning

Stay compliant, minimize surprises, and keep more of what you earn.

We provide clear, proactive tax preparation and planning for individuals, small and mid-size businesses and trusts and estates, so you can make confident financial decisions all year long, not just filing time. Our goal is to eliminate the stress of tax season and help you make smarter tax decisions.

For individuals, we prepare accurate federal and state returns (nationwide), address investment and rental income, and look for every deduction and credit you’re entitled to. For businesses, we handle entity returns, multi-state issues, and ongoing compliance so you can stay focused on running your company.

Beyond filing, we offer proactive tax planning to help you manage the timing of income and deductions, structure your business efficiently, plan for retirement, and prepare for major life and/or business events. We explain your options in clear language and stay available throughout the year to answer questions and respond to any IRS or state notices.

Bookkeeping & Advisory Consulting

At Corne Jantz & Associates, PC, our business is to know and understand your financial situation.  We offer services beyond compliance and combine our experience, expertise, and knowledge to add value as a trusted advisor to your financial situation.

Accurate, timely financial records are the foundation of good decisions. We provide practical bookkeeping and advisory services for individuals, trusts/estates, and businesses so you always know where you stand and can plan ahead with confidence.

Our bookkeeping support focuses on organizing and maintaining clean books, recording transactions, reconciling accounts, and producing clear financial reports for management and tax purposes. Whether you need help catching up, cleaning up, or staying current each month or quarter, we help you put reliable numbers behind your decisions.

Beyond the day-to-day, we offer advisory consulting to help you understand what the numbers mean and how to act on them. This can include cash flow analysis, budgeting and forecasting, profitability reviews, and guidance on business structure and strategy in coordination with your tax planning.

We do not provide assurance services (such as audits, reviews, or compilations), payroll tax services, or sales tax services, but we are happy to coordinate with your other providers as needed.

Area’s of Expertise

  • High-Net-Worth Individuals and Families

    We advise high-net-worth individuals and families whose financial lives involve complex investments, multiple entities, and multigenerational planning. We understand the tax, estate, and cash flow implications of concentrated stock positions, private investments, real estate holdings, and family partnerships, and coordinate with other advisors to align tax, estate, and investment strategies. Our focus is on preserving and growing wealth, making tax-efficient decisions, and structuring affairs to support both current lifestyle and long-term family objectives.

  • Professional Service, Medical, and Dental Companies

    We serve professional service businesses, including medical and dental practices, law firms, financial advisory firms, consulting firms, salons, creatives, and other knowledge-based businesses. Our experience includes entity selection and restructuring, partner and owner compensation, buy-in/buy-out planning, and managing the tax and cash flow impact of fluctuating revenue. We translate financial results into clear, actionable insights, support budgeting and cash flow planning, and coordinate with other advisors so tax and financial strategies support the long-term health and growth of the business.

  • Real Estate

    We work with a wide range of real estate clients, from “mom-and-pop” landlords with long-term rentals, owners navigating the nuances of short-term rentals, families with vacation homes, real estate professionals, to larger real estate investors for both residential and commercial properties. Our work includes entity selection, capitalization and expense planning, depreciation strategies, application of passive activity and real estate professional rules, and tax planning around acquisitions, refinances, and dispositions. The goal is to structure and manage real estate activities in a tax-efficient way that supports both near-term cash flow and long-term portfolio growth.

  • Stock Options & Equity Compensation

    We have extensive experience with the nuances of both tax preparation and tax planning for equity compensation, including incentive stock options (ISOs), nonqualified stock options (NQSOs), restricted stock units (RSUs), and employee stock purchase plans (ESPPs) for founders, executives, and employees of both public and private companies. We help model exercise and sale scenarios, manage alternative minimum tax (AMT) exposure, and integrate equity decisions into the broader tax picture to minimize surprises at filing time. We work seamlessly with financial advisors to help ensure tax and investment strategies are aligned. If equity is a major part of a compensation package, working with a tax professional is essential.

  • Trusts, Family Partnerships, and Estates

    We have significant experience working with trusts, family partnerships, and estates, where tax rules, fiduciary responsibilities, and family dynamics intersect. Our services include income tax compliance for a wide range of trust and estate structures, family partnership and LLC reporting, distribution planning, and coordination with estate and trust counsel. We emphasize clear reporting, thoughtful timing of income and distributions, and practical tax planning to support efficient wealth transfer and long-term family objectives.

  • Charitable Giving & Philanthropic Planning

    We have deep experience with charitable planning strategies, including maximizing charitable itemized deductions, donor advised funds (DAFs), charitable remainder trusts and private foundations. We help design and implement structures that align with your philanthropic goals while maximizing available tax benefits, including timing and funding strategies, appreciated asset planning, and ongoing compliance. Our focus is on making sure your charitable intentions are carried out in a way that is as tax-efficient and sustainable as possible. Our focus is on ensuring charitable intentions are carried out in a way that is as tax efficient as possible.