Experienced tax preparation and planning for individuals, small business owners, and clients with international tax needs.
Egan Tax combines over 16 years of experience with direct CPA oversight, clear communication, and practical guidance tailored to your situation.
Tax Services
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Form 1040 and Minnesota state tax returns
Investment income reporting including capital gains, dividends, and interest
Rental property reporting through schedule
Mid-year tax projections and estimated tax guidance
Withholding adjustments
Prior-year amendments and corrections
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Schedule C, S-Corporation, and partnership tax preparation
Entity structure guidance
S-Corp election timing and analysis
Quarterly estimated tax guidance
Mid-year tax projections
Prior-year amendments and corrections
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US expat and cross-border tax preparation
FBAR and FATCA reporting
PFIC reporting
Streamlined Filing procedures
Foreign tax credit planning
Cross-border tax planning
Multi-year amendments and corrections
What it’s like to Work with egan tax
01.
Start with a conversation
We'll take a quick look at your situation, answer initial questions. and provide a fee quote upfront.
02.
Upload Your Documents
Documents are submitted securely through the client portal, so there’s no need to come into an office.
03.
Preparation + CPA Review
Your return is prepared and reviewed with direct CPA oversight.
04.
Review + File
Once everything is complete, you’ll review your return, sign electronically, and Egan Tax will e-file on your behalf.
A note on Timing
Egan Tax's core specialty is US expat and international tax, which is available year-round.
Individual and small business tax preparation is offered primarily during the standard tax season.
If you need domestic tax preparation, reaching out early is recommended to make sure there is room on the calendar.
Not Sure Which Service You Need?
You don't need to know exactly which forms or filings apply before getting in touch.
Tell us a little about your situation and we'll help you determine the right next step.
Ready to get started?
Let's discuss your situation and find the right solution for you.