Tax Planning & Tax Preparation

Work With a CFP® Planner & IRS Enrolled Agent for Your Tax Outcomes

John B Bennett, CFP®, EA Tax Services, we help individuals, families, and businesses minimize taxes, stay compliant, and plan ahead.

• Individuals & Families
• Partnerships & LLCs
• Schedule C / Self-Employed Businesses

Comprehensive Tax Services Built Around You

Tax Planning (Year-Round Strategy)

Don’t just file taxes—plan for them. Reduce your liability with proactive strategies.

• Strategic tax reduction planning
• Estimated tax projections
• Retirement and investment tax planning
• Self-employed tax strategies
• Entity structure optimization

Tax Preparation (Accurate & Reliable Filing)

Get your tax returns completed accurately and efficiently.

• Individual tax returns (Form 1040)
• Family tax filing
• Partnership returns (Form 1065)
• Schedule C business tax returns
• Amended and multi-year filings

Who We Serve

Individuals & Families

• W-2 employees
• Retirees
• Investors

Small Business Owners (Schedule C)

• Freelancers & contractors
• Self-employed professionals
• Side businesses

Partnerships & Growing Businesses

• LLCs filing as partnerships
• Multi-owner businesses
• Complex tax situations

Why Choose a CFP® Professional + Enrolled Agent?

Financial Planning + Tax Discipline

Work with a professional who integrates financial planning with taxation to help you make financial decisions year-round.

IRS Representation Authority

As an Enrolled Agent, John B Bennett can represent clients before the IRS, handling audits, notices, and tax issues professionally and efficiently.

Our Process

1. Initial Consultation
2. Secure Document Collection
3. Preparation & Review
4. Planning & Optimization

Frequently Asked Questions

What is the difference between tax planning and tax preparation?

Tax preparation focuses on filing your return, while tax planning helps reduce future taxes.

Who should hire a tax professional?

Individuals and business owners with complex finances benefit most from professional tax services.

Do you help self-employed individuals?

Yes. We specialize in Schedule C tax preparation and strategies for self-employed clients.

What does an Enrolled Agent do?

An Enrolled Agent prepares taxes and represents taxpayers before the IRS.

Do you offer year-round support?

Yes. We provide ongoing tax planning and advisory services throughout the year.

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