Payroll Services
Reliable, compliant payroll services designed to reduce administrative burden and support accurate reporting. Our team helps ensure payroll is processed correctly and on time, with an eye toward compliance and consistency.
We are here for you.
Clear, proactive tax services designed to reduce risk, uncover opportunities, and support smarter financial decisions for individuals and businesses alike.
Tax services shouldn’t be reactive or limited to filing deadlines. At Pelican3, we take a proactive, year-round approach to tax compliance and planning, helping clients stay compliant while making informed decisions that support long-term financial health.
Whether you’re an individual navigating complex tax situations or a growing business managing multiple filings, our team delivers clarity, structure, and confidence.
Comprehensive tax compliance, planning, and advisory services for personal and business customers, delivered with a proactive, strategic approach.
Accurate, compliant tax preparation tailored to your personal financial situation, with guidance designed to support informed financial decisions.
Services include:
Federal and state individual income tax returns (Form 1040)
Multi-state tax filings
Estate and trust tax returns (Form 1041)
Support for complex income situations and major life events
Outcome:
Peace of mind knowing your return is complete, accurate, and aligned with your financial goals.
Reliable tax compliance and reporting services for organizations at every stage, supporting structure, growth, and long-term stability.
Services include:
C-Corporation tax returns (Form 1120)
S-Corporation tax returns (Form 1120-S)
Partnership tax returns (Form 1065)
Exempt organization tax returns (Form 990)
Federal, state, and local tax filings
Outcome:
Consistent, dependable compliance that supports confident decision-making and operational clarity.
Proactive, year-round tax planning designed to reduce surprises, manage exposure, and align tax decisions with broader personal or business goals.
Services include:
Ongoing tax planning and forecasting
Estimated tax and cash-flow planning
Entity structure and optimization analysis
Retirement and long-term tax strategy alignment
Outcome:
Smarter decisions today with a clearer view of future tax implications.
Trusted representation and guidance when interacting with tax authorities, helping reduce stress and manage issues efficiently.
Services include:
IRS representation and audit support
State and local tax notice response
Assistance resolving tax inquiries and correspondence
Guidance through examinations and issue resolution
Outcome:
A knowledgeable advocate managing communication and resolution on your behalf.
Targeted advisory support for clients with complex or evolving tax needs, focused on decision-making and long-term impact.
Services include:
Business formation and entity selection guidance
Transaction-related tax considerations
Tax impact analysis for major financial decisions
Ongoing advisory support aligned with growth or change
Outcome:
Decisions informed by tax implications before they become issues.
A clear, structured process designed to deliver accuracy, transparency, and confidence at every stage.
Our tax services are led by a partner with more than 35 years of experience serving individuals and businesses across a wide range of tax scenarios. That depth of experience brings perspective, judgment, and confidence to every engagement.
We don’t wait for deadlines to drive decisions. Pelican3 takes a year-round approach to tax planning and compliance, helping clients identify opportunities early and avoid unnecessary surprises.
Tax compliance is only one piece of the picture. We evaluate tax implications through the lens of growth, structure, and long-term goals to support smarter financial decisions.
When questions or issues arise, clients benefit from seasoned representation backed by decades of experience. We manage communication with tax authorities clearly, professionally, and efficiently.
Tax concepts can be complex. Our approach emphasizes clear explanations, practical guidance, and responsiveness so clients always understand their position and options.
We use secure, efficient technology to streamline document collection, communication, and delivery while maintaining the personal service clients expect.
Reliable, compliant payroll services designed to reduce administrative burden and support accurate reporting. Our team helps ensure payroll is processed correctly and on time, with an eye toward compliance and consistency.
Ongoing bookkeeping services that provide clear, organized financial records to support tax compliance, planning, and informed decision-making throughout the year.
Whether you’re preparing for an upcoming filing or looking for a more proactive approach, Pelican3 is ready to help.