Individual & Small Business Tax Preparation
Not everyone who needs a CPA has a foreign bank account. If you’re an individual, family, or small business owner in the Twin Cities looking for accurate, straightforward tax preparation, Egan Tax handles that too.
Who We Help
Individuals and families filing federal and Minnesota state returns
Small business owners — Schedule C, S-Corp, and partnership returns
Self-employed professionals and independent contractors
Clients with a mix of W-2 income, investments, and rental property
Anyone who’s outgrown DIY tax software and wants a CPA reviewing their return
What Sets This Apart
Egan Tax is a solo practice, which means you’re working directly with a CPA — not handed off to a seasonal preparer you’ll never talk to again. Every return gets a real review from someone with over 16 years of tax experience, not just data entry.
Services
Individual tax preparation— Form 1040, Minnesota state returns, itemized deductions, investment income, rental property (Schedule E)
Small business tax preparation — Schedule C, S-Corporations, partnerships, and guidance on entity structure and S-Corp election timing
Tax planning — mid-year projections so you’re not surprised at filing time, quarterly estimated tax guidance, withholding adjustments
Prior-year amendments — corrections to returns filed elsewhere that need fixing
What to Expect
A quick intake conversation to understand your situation and quote a fee upfront
Secure document upload through our client portal — no need to come into an office
Preparation and review with direct CPA oversight on every return
E-signature and e-file once you’ve reviewed and approved everything
A Note on Timing
Egan Tax’s core specialty is US expat and international tax, which runs year-round due to foreign filing deadlines and extension work. Individual and small business tax preparation is available primarily during the standard January-April tax season — reach out early to make sure there’s room on the calendar.