Individual Tax Preparation 

• Accurately prepare and file tax returns on-time to ensure compliance.
• Calculate estimated taxes for self-employed small business owners to help manage cash flow effectively.
• Create personalized tax planning strategies aligned with individual financial goals.
• Provide electronic filing and direct deposit services for quicker tax refunds.
• Handle tax extensions and estimate taxes to avoid tax interest and penalties.

 

Business Tax Preparation

• Prepare and file state and federal income taxes.
• Comply with local and state sales tax regulations.
• Manage of state and federal payroll tax obligations.
• Plan tax strategically to minimize tax liabilities effectively.
• Prepare detailed profit and loss statements.
• Guide on mergers and acquisitions.
• Assist with entity selection and structuring, including S-Corp, C-Corp, and LLC formations.

 

Tax Planning

• Ensure you claim every eligible tax credit and deduction on your tax return.
• Assist in setting up an efficient recordkeeping system that complies with IRS requirements.
• Support throughout the year—not just during tax season—to develop proactive tax planning strategies that reduce your overall tax burden.
• Strategize your paycheck withholding to align with your tax situation, allowing you to keep more of your money.
• Guide on deferring tax liabilities through pension plans, retirement contributions, and other tax-advantaged options.
• Ensure you capitalize on investments that generate tax-exempt income, whether federally, at the state level, or both.