Types of Tax Returns Prepared:
Individual Income Tax
Small Business
Partnership
Corporate (S Corp & C Corp)
Ex-Patriot
FinCEN 114 (FBAR)
Trusts/Estate
Non-Resident
Resident Alien/Non-Resident Alien
Dual Status
State Tax Return (all applicable U.S. states)
Any of these related to the above:
Prior Year Tax Return Preparation
Amended Return Preparation
We help our clients with the following services:
Attend continuing education to abreast with changing and evolving tax codes and IRS positions
Prepare your tax return with our high end professional software
Adjust or catch up your business or investment bookkeeping records so they are tax-ready
Check for every deduction you are eligible for
Double- and triple-check your tax return’s accuracy
Review any red flags generated by our tax software and inform you of any that might increase your risk or review or audit
Explain the complexities in an understandable way so you can feel confident you’ve made the right decision
Electronically file your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
Provide you a link where you can check on your refund status
Keep you informed of due dates within the scope of our engagement with you so you can stop worrying whether you’ve forgotten to file something important
Answer your questions and explain your options
Help you with recordkeeping requirements
Provide year-round access to copies of your returns should you need them to purchase a new house or take out a loan
Be available to call or email year-round for additional tax questions or services
Help you adjust your tax withholding amounts for next year
Calculate estimated tax payments you may need to make to reduce or avoid penalties for next year
Make tax projections throughout the year so there are no surprises
Meet with you to determine ways to reduce your tax bill for next year
Provide you with deductions you may be able to take next year to reduce your taxes