Tax Preparation & Planning

Cherokee CPA provides professional accounting service

At Pat Stoller's Tax Service, our tax preparation and planning services are built on decades of experience helping individuals, families, and small businesses navigate both routine filings and complex tax situations. We approach every return with care, accuracy, and a deep commitment to clarity—ensuring you understand your obligations while feeling confident about your financial decisions. Whether you face straightforward reporting requirements or more nuanced challenges involving estates, trusts, business ownership, or investment activity, we provide steady, informed guidance tailored to your unique situation.

Unlike firms that prioritize volume or rapid processing, we focus on building long-term client relationships anchored in trust. Founder Pat Stoller has extensive expertise in managing returns that involve inheritance issues, fiduciary responsibilities, multigenerational planning, and entity structure considerations. This perspective allows us to support clients through both everyday tax matters and significant life transitions. Each return is reviewed with the same diligence, ensuring that opportunities for tax savings are identified and compliance requirements are fully met.

Our planning services extend far beyond filing a yearly return. We help clients make proactive decisions throughout the year that influence tax outcomes—whether related to retirement contributions, charitable giving, business deductions, or the timing of income and expenses. For small business owners, we evaluate entity structure, cash flow, and industry-specific considerations to develop strategies that support efficiency and long-term stability.

For individuals and families, our planning process often includes evaluating changing life circumstances, such as marriage, retirement, inheritance, or caregiving responsibilities. With many clients facing estate and trust complexities, we offer insight into fiduciary filings, distribution planning, and tax implications associated with settling an estate or managing trust activities. Our goal is always the same: reduce uncertainty, support informed decision-making, and help you maintain financial stability.

We believe tax preparation should be both accurate and educational. When you work with Pat Stoller's Tax Service, you receive clear explanations, thoughtful recommendations, and a consistent partner who understands your history and future goals. Instead of taking a reactive approach, we emphasize thoughtful planning that aligns with your long-term financial picture.

If you’re seeking experienced, dependable tax preparation and forward-looking planning from an advisor who values clarity and consistency, Pat Stoller's Tax Service is here to help. Contact us today to schedule your consultation.

Preparing and planning for taxes is often a stressful and complicated endeavor for most people