Individual Tax Returns
From filing a simple individual tax return with a single wage statement to managing multiple investment accounts, rental properties, or claiming education credits for children in college, the entire tax preparation process is handled with precision and care.
Every eligible deduction and credit is applied to maximize benefits, and a final, accurate return is prepared, ready for signature. Documentation is kept organized for easy record retention, providing a seamless and stress-free experience.
Business Tax Returns
Business tax services are tailored to meet the needs of small businesses, from sole proprietorships filing under income from self-employment to partnerships and corporations filing income tax returns. Whether it is a side hustle earning a few thousand dollars as a rideshare driver or a thriving business generating up to ten million dollars in revenue, tax preparation and reporting are handled with professionalism and accuracy.
Combining bookkeeping services with tax preparation ensures efficient financial management throughout the year. For mid-sized companies with in-house accounting teams, alternative solutions may be more appropriate.
Bookkeeping
Bookkeeping is an ongoing process essential to maintaining a clear and accurate picture of your business’s financial health. It goes beyond organizing bank and credit card statements to provide insights that support better financial planning, budgeting, and decision-making. When performed monthly, proper bookkeeping enhances tax planning, ensures compliance, and reduces the stress of tax preparation.
This service is ideally paired with business tax preparation to create a seamless and comprehensive financial solution.
Tax Resolution
Tax notices from federal, state, or local tax agencies are more common than many realize. Ignoring them is never advisable, but blindly paying them can result in unnecessary costs, as errors are not uncommon.
Some issues can be resolved with a simple phone call, while others require more thorough attention. For notices with substantial balances, prompt action is essential, as the right approach can often reduce liability. Whether the issue is handled within the firm or requires referral to a specialist, help is available to address it effectively and efficiently.
Prior Year Tax Returns
Falling behind on filing tax returns is a common reason for receiving tax notices. If you are in this situation, assistance is available. Tax records can be requested, and efforts made to obtain missing source documents to bring your filings up to date. The goal is to resolve the issue efficiently and get you back in compliance, giving you peace of mind.