Services
Delivering powerful & meaningful tax solutions
Tax Preparation
​
Complicated tax situation?
​
We will request and collect all the necessary documents required to prepare accurate tax returns to procure the maximum tax refunds allowed by law. We take the time to understand your situation and will question the information provided to ensure nothing is left on the table.
We then will provide you an opportunity to review and discuss the prepared tax returns. Once reviewed and in agreement, we will e-file the tax returns to the applicable federal and state jurisdictions.
Tax preparation services include the following type of tax returns:
​
Form 990 - Tax Exempt Organisations
Form 1040 - Individuals
Form 1041 - Estate Tax Returns
Form 1065 - Partnerships
Form 1120 - Corporations
Form 1120S - S Corporations​
Expatriate Tax Returns
Tax Consulting
​
Have a tax question?
We'd be glad to discuss your tax question over a phone call. We take the time to ensure we understand and document the correct facts pertaining to the unique tax situation.
We will then research the fact patterns and provide you a response in a simple and easy to understand format. Furthermore, we will provide you technical citations to ensure that the response is well documented and supported by current tax law. Our goal is to help you make the best-informed decision .
​
Some examples of area we consult on include but are not limited to:
Review of Prior Tax Returns
Estimated Tax Calculations
Determining Filing Status
Married Filing Jointly vs Married Filing Separately
Requesting Tax Transcripts
Responding to IRS or State Notices
Preparing Form 1099's (Independent Contractors)
Eligibility of the Stimulus Check
Future Tax Planning Opportunities