Tax Services

Tax Preparation and Filing

Individual Tax Returns (1040): Preparing and filing personal income tax returns, including deductions, credits, and other relevant tax details.
Corporate Tax Returns (1120, 1120S, 1065): Preparing and filing corporate tax returns for C-corporations, S-corporations, partnerships, and LLCs.
Trust Tax Returns (1041): Preparing and filing trust tax income tax returns.
State and Local Tax Filings: Handling tax filings for state and local income taxes, sales tax, and other jurisdiction-specific taxes.

Tax Planning and Strategy

Tax Minimization Strategies: Identifying tax-saving opportunities through deductions, credits, and efficient structuring of income or expenses.
Long-Term Tax Planning: Helping businesses and individuals plan for future tax liabilities, ensuring tax efficiency in areas such as retirement planning and estate planning.

Tax Compliance and Documentation

Document Review and Organization: Ensuring all required documentation for tax filings is properly organized and compliant with tax laws (e.g., receipts, contracts, payroll records).
Quarterly Tax Filings: Providing quarterly estimated tax payment vouchers for individuals and businesses.

Tax Compliance for Employers

Payroll Tax Filings: Handling the filing of payroll taxes, including federal and state withholding, social security, Medicare, and unemployment taxes.
W-2, 1099 Forms: Preparing and filing year-end payroll forms such as W-2s and 1099s for employees and contractors.

Estate and Gift Tax Planning

Estate Tax Strategy: Advising on strategies to minimize estate tax liabilities, including trusts, gifting strategies, and lifetime exemptions.
Gift Tax Compliance: Helping individuals comply with gift tax regulations, including preparing gift tax returns and planning for large gifts.