Tax Preparation & Filing
ADG handles income tax preparation for individuals, small businesses, partnerships, LLCs, S-corps, and trusts — with every return reviewed by credentialed CPAs who know Louisiana tax law.
What We Prepare and File
Every tax situation at ADG is handled by a licensed CPA. We prepare and file federal and state returns for a wide range of client types, including:
- Individual returns with multiple income sources, rental properties, or investment activity
- Sole proprietors and single-member LLCs
- Partnerships and multi-member LLCs
- S-corporations and C-corporations
- Trusts and estates
- Charitable organizations and nonprofits
Whether your return is straightforward or involves layered income, entity-level complexity, or Louisiana-specific considerations, our team has the credentials and the experience to get it right. All professional staff hold AICPA and Louisiana Society of CPAs (LCPA) membership, and our tax practice is led by Katie Jacola, CPA.
Why Monroe Businesses and Individuals Choose ADG
Tax preparation is only as valuable as the accuracy and judgment behind it. What separates a CPA firm from a seasonal preparer is the ability to spot what matters — deductions you're entitled to, elections that reduce your liability, and issues that could create problems down the road.
At ADG, every return is prepared with year-round context in mind. We're not processing volume for its own sake. We take on clients we can serve well, which is why new clients begin with a brief intake questionnaire before any meeting is scheduled. That process lets us understand your situation before we sit down together — and it means your first conversation with us is productive from the start.
Our office is located in downtown Monroe at 401 Walnut Street, and our team includes University of Louisiana at Monroe and Louisiana Tech graduates who have built their careers in this community.
Individual and Business Tax Preparation
Our tax preparation practice covers two primary tracks. Individual tax preparation serves clients with W-2 income, self-employment earnings, rental properties, investment accounts, trusts, and other complex personal tax situations. Business tax preparation covers entities of all structures — from sole proprietors filing a Schedule C to multi-partner LLCs, S-corps, and corporations with state and federal filing obligations.
Both tracks are handled by the same credentialed team. If your personal and business returns are interconnected — as they often are for small business owners — we prepare them together, with full visibility into how one affects the other. That coordination reduces errors, surfaces planning opportunities, and ensures nothing falls through the cracks between your individual and entity-level filings.
common questions from our clients
Frequently Asked Questions About Tax Preparation in Monroe, LA
How much does tax preparation cost in Monroe, Louisiana?
Fees vary based on the complexity of your return, the number of forms required, and whether we're preparing individual, business, or both. ADG does not publish a flat fee schedule because a straightforward W-2 return and a multi-entity business filing are fundamentally different engagements. After you complete our intake form, we'll provide a clear fee estimate before any work begins.Do I need a CPA to prepare my taxes, or can I use tax software?
Software works well for simple returns with a single W-2 and no significant deductions. If you own a business, have rental income, hold investments, are involved in a partnership or trust, or have had any significant life or financial changes in the past year, a CPA brings judgment that software cannot replicate — particularly when Louisiana-specific rules and entity-level elections are involved.What do I need to bring or send to get my taxes prepared?
Most clients provide income documents (W-2s, 1099s, K-1s), prior-year returns, records of deductible expenses, and any correspondence from the IRS or Louisiana Department of Revenue. After you complete our intake questionnaire, we'll send a tailored document checklist specific to your situation.Can ADG handle both my personal and business tax returns?
Yes. For small business owners, preparing both returns together is often the most accurate approach, since business income, distributions, and entity elections directly affect your individual return. We routinely handle both for clients operating as sole proprietors, S-corps, partnerships, and LLCs.Does ADG prepare tax returns for clients outside of Monroe?
Yes. While our office is in Monroe, we serve clients throughout West Monroe, Sterlington, Calhoun, and the broader Ouachita Parish area. Many clients complete the intake process and exchange documents with us remotely, with no in-person visit required.
