Section A
Tax Preparation
Preparation reports what has already happened — income earned, deductions available, and the return that accurately reflects the prior year. Holcomb Tax Service focuses on returns that benefit from a higher level of attention, not high-volume or routine filings.
Section B
Tax Planning
Planning looks ahead — evaluating choices, timing, and consequences before they become fixed. It is not about promising tax savings. It is about understanding your situation clearly and making informed decisions before deadlines, filings, or major changes arrive.
Careful preparation for situations that need more than a routine answer.
Holcomb Tax Service does not operate as a high-volume or discount preparation office. The focus is on returns that benefit from a more careful review — especially when connected to a resolution matter, compliance concern, or planning need.
Individual Federal and Oregon Returns
Careful preparation for individuals and families, including situations that involve complexity, prior issues, or resolution-connected filings.
Small Business Returns
Returns for sole proprietors, partnerships, S corporations, and related entities — especially when connected to a broader planning or compliance need.
Prior Year and Unfiled Returns
Getting current on missing or late returns, understanding what the IRS or Oregon may already have on file, and addressing accumulated balances.
Amended Returns
Correcting prior returns when errors, omissions, or changed circumstances require an amendment — including situations connected to resolution work.
Returns Connected to Notices or Resolution Work
Preparation that is part of a larger resolution matter, compliance effort, or response to an IRS or Oregon notice.
Preparation That Reveals Future Planning Needs
The preparation process often surfaces planning opportunities or concerns — estimated payments, upcoming deadlines, or decisions that benefit from advance review.
Note: Not every return type is accepted. Scope and fit are discussed during the initial consultation. Holcomb Tax Service is not a discount or high-volume preparation office.
Evaluate choices and consequences before they become fixed.
Planning is not about guaranteeing a specific outcome. It is about reviewing your circumstances, understanding the timing and consequences of decisions, and identifying compliance requirements and future cash flow needs before they become problems.
Estimated Tax Planning
Reviewing income, evaluating what may be owed, and planning quarterly payments to reduce avoidable penalties and surprises at filing.
Year-End Tax Planning
Reviewing the year before it closes — evaluating timing of income, deductions, and decisions that may affect the upcoming return.
Income Projections and Changes
When income is expected to change significantly — a new job, business growth, retirement, or a major transaction — understanding the tax consequences in advance.
Business Changes and Decisions
Evaluating the tax consequences of business structure changes, ownership transitions, major purchases, or other decisions before they are finalized.
Planning After a Tax Resolution Matter
Understanding how to stay current, avoid repeating prior problems, and build a sustainable approach to future filings, payments, and compliance.
Preventing Repeated Balances and Filing Surprises
Identifying the patterns — missed payments, underwithheld income, or overlooked obligations — that lead to recurring tax problems.
Multi-Year Planning When Appropriate
For situations that span multiple years — installment agreements, business transitions, or recovery from a prior tax matter — a longer view can help.
Planning does not guarantee tax savings. It involves evaluating choices, timing, consequences, compliance requirements, and future cash flow needs. Results depend on the client's circumstances, available information, and decisions made.
Related Service
IRS Tax Transcript Monitoring
Transcript review may provide additional context about filing history, payments, balances, and prior account activity — useful information alongside preparation and planning work.
Frequently Asked Questions
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