Individual and Small Business Tax Preparation
Individual Tax Services
Tax Return Preparation & Filing
Accurate preparation and electronic filing of federal tax returns for individuals.
Tax Planning & Strategy
Year-round planning to minimize tax liability and maximize deductions and credits.
IRS Notice & Audit Assistance
Guidance and representation in responding to IRS letters, notices, or audits.
Amended Tax Returns (Form 1040-X)
Correction and resubmission of previously filed returns to fix errors or claim missed deductions.
Estimated Tax Payment Planning)
Calculation and scheduling of quarterly estimated payments to avoid penalties.
Retirement & Investment Tax Planning
Tax-efficient strategies for 401(k)s, IRAs, capital gains, and dividends.
Education & Child Tax Credits
Maximizing benefits from the American Opportunity Credit, Lifetime Learning Credit, and Child Tax Credit.
Multi-State & Residency Tax Filing
Support for taxpayers with income from multiple states or relocation during the year.
Self-Employed & Freelancer Tax Support
Guidance on deductions, quarterly payments, and business expense tracking for independent contractors.
Small Business Tax Services
Business Tax Return Preparation (Form 1120, 1120-S, 1065)
Comprehensive preparation and filing for corporations, S-corps, and partnerships
Sole Proprietor & Schedule C Filings
Detailed reporting for self-employed business owners.
Tax Planning for Small Businesses
Strategic planning to reduce tax burden and improve cash flow
Entity Selection & Tax Structure Consultation
Guidance on choosing the best business entity (LLC, S-Corp, C-Corp, Partnership) for tax efficiency.
Bookkeeping Integration for Tax Reporting
Review and alignment of bookkeeping records with tax filing requirements.
Depreciation & Asset Management
Proper classification and depreciation of business assets for maximum tax benefit.
Estimated Quarterly Tax Payments
Calculation and filing assistance to stay compliant throughout the year.
IRS Representation & Compliance Support
Expert help with IRS correspondence, audits, and payment plans.
Year-End Tax Planning & Review
Proactive tax strategy before year-end to identify savings opportunities.
Payroll & Employment Tax Compliance
Support for payroll tax filings and federal employment tax requirements (Forms 941, 940, W-2, 1099).