TAX SERVICES
Individual Tax Return Preparation
Form 1040 and Schedules: Prepare Form 1040 and all necessary schedules and attachments.
Deductions and Credits: Identify eligible deductions and credits to maximize tax savings.
E-Filing Services: Provide electronic filing (e-filing) services for faster processing and refunds.
Tax Planning for Individuals: Offer advice on tax-saving strategies for individuals.
Multi-State Tax Returns: Prepare tax returns for individuals with income in multiple states.
Expatriate Tax Services: Assist expatriates with U.S. tax return preparation and foreign income reporting.
Business Tax Return Preparation
Corporate Tax Returns: Prepare tax returns for corporations (Form 1120).
Partnership Tax Returns: Prepare tax returns for partnerships (Form 1065).
S Corporation Tax Returns: Prepare tax returns for S corporations (Form 1120S).
Small Business Tax Returns: Assist small businesses with tax return preparation.
Sales and Use Tax Compliance: Prepare and file sales and use tax returns.
Payroll Tax Returns: Prepare payroll tax returns and ensure compliance with payroll tax regulations.
Non-Profit Organization Returns: Prepare tax returns for non-profit organizations (Form 990).
Tax Planning and Strategy
Year-Round Tax Planning: Provide ongoing tax planning services throughout the year.
Retirement Planning: Advise on tax-efficient retirement planning strategies.
Investment Tax Planning: Offer guidance on tax implications of investments and capital gains.
Estate and Gift Tax Planning: Develop strategies for minimizing estate and gift taxes.
Business Tax Planning: Advise businesses on tax-efficient structuring and operations.
Tax Implications of Life Events: Provide advice on tax implications of major life events such as marriage, divorce, and home purchases.
State and Local Tax Compliance
State Income Tax Returns: Prepare and file state income tax returns.
Local Tax Returns: Assist with local tax return preparation, including city and county taxes.
Property Tax Compliance: Ensure compliance with property tax regulations and filings.
Sales and Use Tax Compliance: Assist with compliance and filings for sales and use taxes at the state and local levels.
Multi-State Tax Compliance: Handle tax compliance for businesses and individuals with obligations in multiple states.
IRS Representation
Audit Representation: Represent clients during IRS audits and examinations.
Tax Disputes and Appeals: Assist with resolving tax disputes and filing appeals.
Installment Agreements: Negotiate installment agreements for paying tax liabilities.
Offer in Compromise: Help clients submit offers in compromise to settle tax debts for less than the full amount owed.
Penalty Abatement: Request abatement of penalties due to reasonable cause.
Estate and Trust Tax Preparation
Estate Tax Returns: Prepare estate tax returns (Form 706).
Trust Tax Returns: Prepare trust tax returns (Form 1041).
Fiduciary Tax Planning: Provide tax planning services for estates and trusts.
Gift Tax Returns: Prepare gift tax returns (Form 709).
Generation-Skipping Transfer Tax Returns: Prepare returns for generation-skipping transfer taxes.
Tax Compliance Reviews
Tax Risk Assessments: Conduct assessments to identify and mitigate tax risks.
Compliance Audits: Perform audits to ensure compliance with tax laws and regulations.
Tax Return Reviews: Review tax returns for accuracy and compliance before filing.
Voluntary Disclosure Programs: Assist clients with voluntary disclosure of previously unreported income.
Tax Advisory Services
Transaction Advisory: Provide tax advice on mergers, acquisitions, and other transactions.
International Tax Advisory: Offer guidance on international tax matters, including foreign tax credits and reporting.
Tax Efficiency Strategies: Develop strategies to enhance tax efficiency for individuals and businesses.
Regulatory Updates: Keep clients informed of changes in tax laws and regulations.
Tax Impact Analysis: Analyze the tax impact of business decisions and strategies.