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.