Today’s tax environment is more complex than ever. Changes in federal, state, and local tax codes mean that missing even a small detail could result in overpayment, audits, penalties, or missed opportunities for savings.

Professional tax preparation ensures:

At OMNI 360 Advisors, we don’t just prepare your returns — we position you for long-term financial health.

We provide tax preparation solutions for a wide range of clients, tailoring our approach to your unique situation and goals. Our services include:

Whether your tax situation is straightforward or complex, our team ensures your personal returns are filed accurately and efficiently. We handle:

We identify every opportunity to minimize your tax liability while ensuring full compliance with federal and state regulations.

From sole proprietors to corporations, our experts specialize in preparing business tax returns that optimize your bottom line while keeping you compliant. Our business tax services include:

We take the stress out of tax season by handling the complexities for you, ensuring your business stays focused on growth.

Specialized entities require specialized tax knowledge. OMNI 360 Advisors assists with:

We ensure that trustees, executors, and nonprofit managers can fulfill their obligations with confidence.

Mistakes happen — and when they do, we’re here to help. If you discover an error on a previously filed tax return, our team can prepare amended returns (Form 1040-X and business amendments) to correct inaccuracies and recover overpaid taxes.

We also review prior-year returns for potential missed deductions or credits that could result in refunds.

At OMNI 360 Advisors, tax preparation isn’t a once-a-year event. We integrate year-round tax planning into your preparation process, ensuring you’re strategically positioned for the future while optimizing your current filings.

Our proactive strategies include:

Our tax preparation services are trusted by a wide variety of clients, including:

Whether your tax needs are simple or highly complex, OMNI 360 Advisors provides expert support and personalized attention every step of the way.

Multidisciplinary Expertise: Our unique model brings together tax attorneys, CPAs, financial planners, and business advisors to ensure that your tax preparation is fully aligned with your broader financial goals.

Personalized Approach: No two clients are alike. We tailor our tax preparation services based on your unique income streams, investments, family situation, and long-term objectives.

Accuracy and Attention to Detail: Tax preparation mistakes can be costly. Our rigorous quality control processes ensure that every return is prepared with precision and thoroughness.

Proactive Planning: We look beyond the current tax year to help you build a smarter tax strategy for the future, minimizing liabilities and maximizing savings.

Confidentiality and Security: We prioritize the confidentiality and protection of your sensitive financial data, using secure portals and industry best practices to keep your information safe.

Our proven process ensures that tax preparation is smooth, efficient, and thorough:

We begin with an in-depth review of your current tax situation, goals, and any unique circumstances. Whether you are a new client or returning, we take the time to understand your complete financial picture.

We provide clear, easy-to-follow checklists to ensure you gather the necessary documents. Secure portals and digital uploads make submitting your information fast and safe.

Our team reviews your documents, identifies key opportunities for savings, and evaluates potential areas of concern. If questions arise, we reach out promptly to gather additional information.

We prepare your federal, state, and (if applicable) local returns with meticulous attention to detail. Before filing, every return undergoes a second-layer review by a senior team member to ensure maximum accuracy.

Once approved by you, we electronically file your returns with the appropriate agencies. We also monitor return status and assist with any post-filing communications, notices, or questions from tax authorities.

Our support doesn’t end with filing. We’re available year-round to answer questions, update tax plans, and help you navigate changes in your financial situation.

OMNI 360 Advisors provides industry-specific tax preparation for:

Our industry-specific experience ensures that we are aware of the particular deductions, credits, and compliance issues relevant to your sector.

Preparing your own taxes can leave you wondering if you’re paying too much, missing deductions, or exposing yourself to penalties. Partnering with OMNI 360 Advisors gives you the assurance that your taxes are handled with professionalism, strategy, and your best interests in mind.

Ready for a better tax preparation experience? Contact us today at (609) 452-0889 to schedule your consultation.

How we do business – ADV Part 3 – CRS (Please see attached document)

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