Our Services | Benchmark Tax Services

Our Services

Tax Services Built Around
You and Your Business.

Your tax needs can change as your income, family, career, and business grow. Benchmark Tax Services provides personalized tax preparation, bookkeeping, and tax planning designed to help you stay organized, understand your responsibilities, and make informed financial decisions.

Individual Tax Preparation · Self Employed · Business Taxes · Bookkeeping · Tax Planning

Tax Preparation

Tax Preparation
With Clarity Behind
the Numbers

Preparing a tax return isn’t just about entering numbers into software. Your return should accurately reflect your financial situation while taking into consideration the tax rules, deductions, credits, and reporting requirements that apply to you.

Benchmark provides personalized tax preparation for individuals, self employed taxpayers, and business owners with an emphasis on accuracy, compliance, and clear communication.

Individual Tax Preparation

Professional preparation for your Form 1040 individual income tax return.

Whether your return is straightforward or includes multiple sources of income, Benchmark helps you navigate the filing process with confidence.

Individual Taxes

Support that fits
your situation.

  • W-2 and 1099 income
  • Dependents and filing status
  • Retirement and investment income
  • Education related tax benefits
  • Applicable deductions and tax credits
  • Itemized deductions
  • Additional income and tax documents
  • Prior year tax return preparation

Self Employed & Schedule C

Your Business Income
Changes Your Tax Return.

Being self employed means you’re responsible for more than generating income. You’re also responsible for properly reporting that income, tracking business expenses, understanding self employment taxes, and maintaining records to support what’s reported on your return.

Benchmark works with freelancers, independent contractors, sole proprietors, and other self employed business owners who report business activity on Schedule C.

We help you properly organize and report.

And just as importantly, we help you understand what those numbers mean for your tax situation.

Self Employed

Support that fits
your situation.

  • Business income
  • Ordinary and necessary business expenses
  • Vehicle and mileage information
  • Equipment and business assets
  • Home office expenses when applicable
  • Contractor and 1099 income
  • Other applicable business deductions

Transportation Professionals

Tax Support
That Understands
Life on the Road

Transportation professionals aren’t just drivers. Many are also business owners responsible for managing revenue, operating expenses, equipment, recordkeeping, and taxes.

Benchmark has a particular focus on helping self employed transportation professionals, including:

Semi Truck Owner Operators

Sprinter Van Operators

Box Truck Owners

Independent Transportation Professionals

Depending on your business, your tax situation may involve fuel, repairs and maintenance, insurance, equipment, permits, tolls, business mileage, depreciation, and other operating expenses.

Benchmark can help with Schedule C tax preparation, bookkeeping, organization of business income and expenses, and year round tax planning so you aren’t trying to reconstruct an entire year of business activity when it’s time to file.

Your
Road.
Your
Business.
Your
Numbers.

Business Tax Preparation

Your Business Has Its Own
Tax Responsibilities.

As your business grows, your tax filing requirements can become more complex.

Benchmark provides business tax preparation for S corporation owners who need professional assistance preparing their business return and understanding how business activity connects to their personal tax situation.

Our approach focuses on accurate reporting, organized financial information, and helping business owners understand what’s required before filing.

S Corporation Tax Preparation

S Corporations

Support that fits
your situation.

  • Form 1120-S preparation
  • Review of business income and expenses
  • Shareholder information
  • Business deductions
  • Financial record review
  • K-1 preparation and reporting
  • Identification of missing information needed for filing

Bookkeeping

Better Tax Preparation
Starts With Better Books.

If you’re running a business without organized financial records, tax season can become a scramble to figure out what happened months ago. Benchmark’s bookkeeping services help business owners maintain a clearer picture of their income and expenses throughout the year.

Catch Up Bookkeeping

Getting your business records from prior months up to date so your financial records reflect what’s actually happening in your business.

Bookkeeping Clean Up

Already have books but something isn’t adding up? Clean up services help identify and correct issues so your records are more accurate and organized.

Ongoing Bookkeeping

For business owners who want consistent support, ongoing bookkeeping helps keep your books up to date throughout the year instead of waiting until tax season.

Tax Planning & Consulting

Don’t Wait Until
Tax Season
to Think About Taxes.

Tax preparation looks backward at what already happened.

Tax planning looks forward.

For self employed professionals and business owners, decisions made throughout the year can affect what happens when it’s time to file.

Benchmark provides tax planning and consulting to help clients better understand their tax position, prepare for upcoming obligations, and make informed decisions throughout the year.

Depending on your situation, planning may include conversations around:

Tax Planning

Support that fits
your situation.

  • Estimated tax payments
  • Business income and expenses
  • Tax saving opportunities
  • Business growth and financial changes
  • Recordkeeping
  • Upcoming filing requirements
  • Changes that may affect your tax situation

Not Sure What You Need?

Start With Your Situation.
We’ll Help With the Service.

You don’t need to know the name of every tax form before contacting us.

Tell us whether you’re filing an individual return, earning self employed income, operating an S corporation, running a transportation business, or looking for bookkeeping or tax planning support.

We’ll help determine the appropriate next step.

Your Next Step

Your Financial Life
Doesn’t Stand Still.
Neither Should Your Tax Support.

Whether you’re filing your individual return, turning self employment into a growing business, managing an S corporation, or finally getting your books organized, Benchmark Tax Services is here to help you move forward with clarity.

Start a Conversation

Let’s Talk About You.

Choose how you’d like to meet with Benchmark.