Our Tax Services

Comprehensive solutions for individuals and businesses at every stage

Individual Tax Services

Whether you're a W-2 employee, freelancer, or retiree, we make sure you get every deduction you deserve.

Personal Tax Preparation

Complete federal and state tax return preparation for individuals and families, maximizing your refund.

Self-Employed & Freelancers

Specialized returns for 1099 contractors, gig workers, and self-employed professionals.

Amended Returns

Corrections and amendments to previously filed returns to ensure accuracy and recover missed refunds.

Prior Year Returns

Catch up on unfiled returns from previous years without the stress.

Student & Education Credits

Maximize education-related deductions and credits for students and parents.

Retirement Tax Planning

Strategic guidance on IRA distributions, Social Security, and retirement income taxation.

Business Tax Services

From startups to established companies, we handle your business taxes with precision and compliance.

Corporate Tax Returns (C-Corp & S-Corp)

Full preparation and filing of corporate income tax returns with strategic deduction planning.

LLC & Partnership Returns

Partnership and multi-member LLC returns filed accurately and on time.

Payroll Tax Services

Quarterly and annual payroll tax filings, W-2 and 1099 preparation.

Sales Tax Compliance

State and local sales tax registration, filing, and compliance management.

Business Tax Planning

Year-round strategic planning to reduce your business tax burden and improve cash flow.

New Business Setup

Entity selection, EIN registration, and tax structure guidance for new businesses.

Service Bureau for Tax Professionals

For Tax Professionals

CB Tax Bureau provides comprehensive back-office support for ERO and PTIN holders — so you can focus on your clients while we handle the infrastructure.

ERO Sponsorship & Support

We serve as your Electronic Return Originator sponsor, providing IRS e-file access and compliance oversight for independent tax preparers.

PTIN Holder Services

Support for registered tax preparers including workflow tools, compliance guidance, and professional resources to keep your practice running smoothly.

E-File Infrastructure

Access our established IRS e-file platform to submit returns on behalf of your clients quickly, securely, and in full compliance.

Software & Technology Access

Professional-grade tax preparation software access through our bureau, reducing your overhead and eliminating costly individual licenses.

Compliance & Quality Review

Pre-submission quality review and compliance checks to reduce errors, rejected returns, and IRS correspondence for your clients.

Training & Continuing Education

Access to CE-eligible training, IRS updates, and professional development resources to maintain your PTIN and grow your expertise.

Apply to Join Our Network

Complete the form below to get started as a PTIN or ERO member with CB Tax Bureau.

Additional Services

IRS Audit Representation

Professional representation before the IRS during audits, appeals, and collections.

Tax Debt Resolution

Negotiation of payment plans, offers in compromise, and penalty abatement.

Bookkeeping & Accounting

Monthly bookkeeping, financial statements, and accounting support for small businesses.

Notary Services

Convenient notary services available for your important documents.