Tax Preparation & Consulting

Sullivan and Associates, PLLC, serves approximately 1000 tax preparation and consulting clients.  The largest client, and affiliates, do not represent more than 5% of the annual revenues of the firm.  As such the clientele represents a wide variety of people and areas of business.  The firm provides services for businesses in a wide range of industries, including professional services, manufacturing, and retail.

Whether you need assistance on an individual level or an organizational level, we have the professional expertise to assist you with your tax preparation.   Our partners have a combined total of 113 years of professional tax service.

Initially and throughout our relationship with each client, we provide consultation and tax planning. The following is direct links to the Internal Revenue Services' (IRS) Individual Income Tax Calculator for those who would like to make a preliminary estimate of their income tax liability and research any other issues on the IRS website:


    Another important tool for tax preparation is our annual individual income tax organizer that we mail out to our clients at the end of each year.  If you click on this link you will be able to print any additional pages that you may need to include in your tax organizer:

  • TAX ORGANIZER (click to view)

    Also, if you want to find out where your current refund from the IRS is click this link:

  • WHERE'S MY REFUND? (click to view)