Professional Tax Services

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Taxes

Preparation of individual and corporate tax returns including representation before the Federal and State taxing authorities. Form 1040, Schedule C & E, Partnership tax returns 1065, Corporate tax returns 1120 C/S, Form 990.
Taxpayer self-prepared tax returns. Discovered he was not in compliance with foreign reporting of his worldwide income. Registered him into the OVDP (Offshore Voluntary Disclosure Program). Amended several years of tax returns including filing of FBAR (Foreign Bank Account Reporting).
New client’s CPA did not file taxes for several years for a Trust. Filed back tax returns and was able to represent before the IRS and penalties were waived.
Taxpayer owed the IRS. Prepared the required tax forms and successfully settled for less the tax outstanding liability received the Offer In Compromise.

Filed for various not for profit organizations application and received approval from the IRS for 501 (c ) (3).

Individual Tax Services

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Personal Tax Returns (Form 1040)
  • Comprehensive Return Preparation
        o  Thorough review of all income sources
        o  Identification of applicable deductions and credits
        o  Analysis of tax law changes affecting your return
        o  Electronic filing with direct deposit options
        o  Year-round tax planning support
Small Business Owners (Schedule C)
  • Business Income & Expense Management
        o  Complete business income reporting
        o  Expense categorization and optimization
        o  Self-employment tax calculations
        o  Home office deduction analysis
        o  Business vehicle expense tracking
        o  Quarterly estimated tax planning
Rental Property Tax Services (Schedule E)
  • Investment Property Tax Management
       o  Rental income and expense tracking
       o  Depreciation calculations and schedules
       o  Passive activity loss rules compliance
       o  Cost segregation analysis
       o  Property improvement vs. repair determinations
 

Business Entity Services

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Corporation Tax Services
  • C-Corporation (Form 1120)
         o  Complete corporate tax return preparation
         o  Shareholder dividend and distribution planning
         o  Corporate alternative minimum tax considerations
         o  Business expense optimization
         o  Corporate tax credit identification
  • S-Corporation (Form 1120S)
         o  Pass-through income calculations
         o  Shareholder basis tracking
         o  Reasonable compensation analysis
         o  Built-in gains tax planning
         o  State tax compliance
Partnership Returns (Form 1065)
  • Partnership Tax Management
         o  Special allocation compliance
         o  Partner basis calculations
         o  Capital account maintenance
         o  Guaranteed payment structuring
         o  Partnership agreement review for tax implications
Non-Profit Organization Filing (Form 990)
  • Tax-Exempt Entity Compliance
        o  Annual return preparation
        o  Unrelated business income reporting
        o  Public charity status maintenance
        o  Donor acknowledgment compliance
        o  State charitable registration assistance

Tax Resolution Services

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IRS & State Tax Resolution
  • Delinquency Resolution
        o  Back tax return preparation
        o  Installment agreement negotiation
        o  Offer in compromise assistance
        o  Penalty abatement requests
        o  Wage garnishment release assistance
        o  Tax lien resolution

Audit Representation
  • Complete Audit Support
        o  IRS correspondence handling
        o  Audit preparation and strategy
        o  Document organization and presentation
        o  In-person audit representation
        o  Appeals process navigation

International Tax Compliance

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Foreign Account Reporting
  • FBAR Services
        o Foreign account identification
        o  Maximum value calculations
        o  Historical filing compliance
        o  Aggregate account reporting
        o  Electronic filing assistance

Foreign Income Compliance
  • International Tax Reporting
        o  Foreign earned income exclusion calculations
        o  Foreign tax credit optimization
        o  Treaty benefit analysis
        o  FATCA compliance
        o  International information return preparation

Value-Added Services

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  • Year-round tax planning and consultation
 
  • Secure client portal for document sharing
 
  • Regular tax law update communication
 
  • Integration with accounting software
 
  • Mobile app for receipt and document capture
 
  • Quarterly newsletter with tax tips and updates

 


 






 

Client Benefits

  • Dedicated tax professional assigned to your account
  • Proactive tax planning approach
  • Ongoing tax minimization strategies
  • Rapid response to tax notices
  • Annual tax planning meeting
  • Secure electronic document storage
  • Year-round availability for tax questions

Professional Guarantees

  • Accuracy guarantee on all prepared returns
  • Timely filing and deadline compliance
  • Confidentiality and data security
  • Professional liability insurance coverage
  • IRS representation in case of audit
  • Satisfaction guaranteed on services

Our Process

Initial Consultation 

Review of prior year returns
Tax situation assessment
Strategy development
Fee structure discussion

Document Collection 

Customized tax organizer
Secure upload options
Document review and organization

Return Preparation

Multiple levels of review
Tax saving opportunity identification
Electronic filing preparation

Year-Round Support

Tax planning meetings
Quarterly estimate calculations
Tax law change updates
Ongoing consultation availability

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