Services | Lockhart Tax Professionals

Our Professional Services

Tax Preparation & Filing

We handle personal and business returns with speed, accuracy, and clear explanations—no surprises and no fees up front. As certified IRS e-File providers, we submit securely and help you choose the refund option that fits (direct deposit, check, debit card), with refund advances available. Start with a free consultation and leave with a simple checklist and timeline.

Individual Form 1040 (W-2, 1099, retirement, investments)

Small-business returns (Schedule C / sole proprietor)

Partnerships & S-Corporations (1065, 1120-S)

C-Corporations (1120)

Rental property & side-gig income

Amended returns and late filings

Extensions and year-end wrap-ups

Tax Planning & Bookkeeping

Proactive planning reduces stress and helps you keep more of what you earn. We review your income, deductions, and credits, set up simple record-keeping, and map out estimated taxes so there are no April surprises. Need cleanup? We’ll get books organized and aligned with your return.

Mid-year and year-end tax checkups

Withholding reviews & estimated tax planning

Basic bookkeeping setup and cleanup

Categorizing income/expenses and reconciling accounts

1099 preparation for contractors

Entity and filing-status guidance for new businesses

IRS Help & Audit Resolution

Got a letter, notice, or an audit request? We translate the jargon, outline your options, and respond on time so issues don’t snowball. Our goal is a practical, affordable resolution with less stress for you.

IRS/state notice review and responses

Payment plans (installment agreements)

Penalty relief requests where eligible

Audit preparation & document organization

Back-tax filings and catch-up returns

Identity verification and transcript pulls

And More!

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Reach out today and we will see if we can get it done.

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Proudly Serving Our Local Community

We’re a year-round, locally owned tax team serving Grand Rapids and nearby communities. From first-time filers to family-run businesses, we bring clear answers, fair pricing, and on-time filings - so you can file with confidence and get back to what matters.

"Miss Renee is amazing and a very patient women she's well experienced and know how to get you the best Refunds I'm so thankful I walked in Bless you Miss Renee"

— Jay, Google Review

"Renee was so sweet and made me feel at home in her office. Was very kind and even provided me some guidance. Be kind to her and she’ll be kind to you."

— Mike, Google Review

"Needing some help with my taxes, Renee was quick to help answer my questions. Excellent service"

— Rhys, Taxbuzz Review

Let’s Get This Done

Have a question or ready to file? Reach out and get a same-day response with a free consultation and a clear next step.