For individuals & small businesses
Thoughtful tax preparation, organized books, and practical financial guidance—built around your life and your business.
HENLEY FINANCIAL LLC · Calculating one day at a time!
How we can help
Whether you’re filing a return, running a business, or thinking ahead, start with the support that fits your needs.
Personalized preparation and planning, with time to understand your situation and explain your next steps.
Keep your financial records organized so you can spend more time running your business and making informed decisions.
Bring your goals and financial questions into one conversation, from everyday priorities to retirement preparation.
Meet the owner
Owner · Henley Financial LLC
The Henley approach
Every tax return and financial record tells part of a larger story. We begin by listening to yours—your work, your business, and what you want to accomplish.
Our approach brings personal attention and clear explanations to the decisions in front of you.
Start with your circumstances and priorities, rather than a one-size-fits-all answer.
Talk through your numbers and next steps in plain language.
Consider how today’s financial choices connect with your longer-term goals.
Getting started
Share your questions, priorities, and the type of support you’re looking for.
Review the relevant records and discuss the scope of work before moving ahead.
Leave with clear direction on what to prepare, what to expect, and how to proceed.
Client preparation guide
Use this checklist to organize your records for a tax preparation appointment. Your specific circumstances may require additional documents.
Check off items as you gather them. This checklist stays on this page and does not upload any documents.
0 of 6 items gathered
Common questions
Begin with a conversation about your needs. The appropriate service and scope of work should be discussed before an engagement begins.
Organize your income records, business expenses, estimated tax payments, and any mileage records. Bring your prior return and a list of questions about your work and business.
Use the preparation checklist as a starting point. Changes such as starting a business, moving, or a change in family circumstances may affect the records needed.
Ask for the firm’s approved document-sharing method before sending Social Security numbers, tax returns, bank information, or other sensitive records.
Plan ahead · Tax year 2026
Explore an estimate for ordinary income. Change your inputs to see how deductions and payments affect the result.
Before tax credits and additional taxes. This is a planning estimate, not a filed return.
Uses 2026 federal ordinary-income brackets and the basic standard deduction. Excludes tax credits, self-employment and payroll taxes, capital gains rates, state taxes, alternative minimum tax, and additional taxes. It does not determine eligibility for deductions or filing status. Age/blindness additions, dependent rules, and special deduction restrictions are not applied automatically. Use “Enter total deduction” for a verified allowable amount; high-income itemized-deduction limits are not calculated. Amounts are calculated with tax brackets rather than IRS tax-table rounding. Your inputs stay in your browser and are not submitted or saved.
Your next step
Tax preparation, business records, or your plans for the future—start by identifying what you’d like help with.