Dunham Tax and Accounting
Tax preparation for individuals, businesses, and nonprofits
Clear, careful tax return preparation for current-year, prior-year, and amended returns. Services are available for individuals, sole proprietors, partnerships, corporations, and nonprofit organizations.
Dunham Tax and Accounting by Dunham Bookkeeping Services
Training, continuing education & representation
I complete IRS-approved continuing education through the Annual Filing Season Program, including federal tax law updates and ethics. This ongoing education helps me prepare accurate, supportable returns and explain the work in plain English.
For returns I prepare and sign, limited IRS representation may be available within Annual Filing Season Program rules. This does not include appeals or collection matters. When a situation requires broader representation, I’ll explain that clearly and recommend the appropriate credentialed professional. The IRS limits AFSP representation to certain matters involving returns the preparer personally prepared and signed.
Current tax education
Ongoing IRS-approved education focused on filing-season updates, federal tax law, and professional ethics.
Clear, supportable preparation
Returns are prepared from documented information, with questions addressed before anything is filed.
Honest guidance about representation
You’ll be told when I can assist and when your situation requires an enrolled agent, CPA, or attorney.
Tax return preparation services
Tax preparation is available for straightforward and complex filings. Pricing is based on the forms required, the number of entities and states involved, the condition of the records and any unusual circumstances.
Individual tax returns: Preparation for wages, retirement income, self-employment, rental properties, K-1’s, investments, itemized deductions, dependents and multistate filing needs.
Business tax returns: Preparation for sole proprietors, partnerships and multi-member LLC’s, S corporations and C corporations, including required owner or shareholder reporting.
Nonprofit tax returns: Preparation of Forms 990-N, 990-EZ, 990 and 990-PF, including first or final returns and organizations with missed filing years.
Prior year and amended returns: Help catching up on unfiled tax years or correcting returns that were previously filed. These situations are approached WITHOUT judgment, lectures or shame. The focus is on understanding what happened, identifying what is needed, and creating a clear path forward. Each situation is reviewed before a quote is provided.
How tax preparation works
1. Request a quote
Complete the secure quote request form with basic information about the returns, years, states and complexity involved
2. Review your quote and next steps
I’ll review your request and follow up with a written quote, any additional questions, and instructions for moving forward.
3. Sign and upload securely
Once the engagement is accepted, you’ll receive the appropriate intake forms and a secure link for tax documents. Sensitive information should never be sent through regular email.
4. Review and file
I’ll prepare the returns, follow up about questions or missing items, and provide the completed returns for your review before anything is filed.
Are your books ready for tax preparation?
Tax preparation works best when the underlying records are complete, reconciled, and accurate. If your bookkeeping is behind, incomplete, or unreliable, cleanup or catch-up accounting may be needed before the return can be prepared.
That work is quoted separately and may include reconciling bank and credit card accounts, correcting duplicates or miscategorized transactions, reviewing loans and owner activity, and preparing accurate year-end financial reports.
I’ll let you know what is needed before additional work begins. There are no surprise cleanup charges tucked into the tax-preparation process.
Why clients choose Dunham Tax and Accounting
Clear communication
You’ll know what information is needed, what questions remain, and what happens next. Tax terminology is explained in plain English.
A secure, organized process
Intake forms, document uploads, signatures, and return delivery are handled through secure systems rather than ordinary email attachments.
Judgment-free support
Whether you are filing on time, catching up on several years, or correcting a prior return, the focus stays on solving the problem and moving forward.
Tax and accounting experience together
When bookkeeping issues affect the return, you are working with someone who understands both the tax filing and the financial records behind it.
Based in Merriam, Kansas, and serving clients virtually, I provide a careful, responsive process designed to keep you informed before anything is filed.
TAX SEASON FAQ
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Pricing depends on the forms required, the number of tax years and states involved, the complexity of the return, and the condition of the underlying records. Complete the tax quote request form so I can review the scope and provide pricing before work begins.
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No. The quote request form only asks for enough information to understand the likely scope of the work. You do not need to upload tax documents at that stage. If I need to review a prior return or other records before finalizing the quote, I’ll send you a secure upload link.
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I prepare federal and multistate returns for many clients, but I am not currently accepting tax preparation work that requires California or Oregon individual income tax returns. If one of those states is involved, I’ll let you know whether I can prepare the remaining filings or whether another preparer would be a better fit.
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Yes. Prior-year filings are handled without judgment, lectures, or shame. We will identify which returns are missing, determine what records are available, and create a clear path toward getting caught up.
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Possibly. I will need to review the originally filed return, the reason for the amendment, and the supporting records before confirming the scope or providing a quote.
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Bookkeeping cleanup or catch-up accounting may be required before a business, rental, or self-employment return can be prepared accurately. Any accounting work will be explained and quoted separately before it begins.
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After you accept the engagement, you will receive secure intake forms and an upload link. Please do not send Social Security numbers, tax documents, passwords, or other sensitive information through ordinary email.
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Timing depends on the complexity of the return, whether all records are available, and current filing-season workload. I will provide expectations after reviewing your request. An earlier deadline does not guarantee that the return can be completed by that date.
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Those services are handled separately from tax-return preparation and generally require a consultation. After reviewing the situation, I will explain whether I can assist or whether an enrolled agent, CPA, or tax attorney would be more appropriate. I do have a financial planner I refer clients to as well.
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Yes. You will receive the completed return for review, along with any questions or explanations that need to be addressed. Nothing is electronically filed until the required authorizations are completed.
Ready to request a tax return quote?
Tell me what type of return you need, the tax years and states involved, and a little about your situation. I’ll review the information and follow up with pricing, any additional questions, or the appropriate next step.
You do not need to upload tax documents or sensitive information to request a quote.
Need help with a tax notice, payment problem, tax planning, or entity decision? Those services require a consultation.