Personal Tax Preparation
Comprehensive assistance with calculating income tax liability, applying deductions, and properly reporting foreign assets for compliance.
Income & Asset Taxation
Guidance on handling interest income, tax rates, debt forgiveness, self-employment tax, 1099-MISC forms, and income adjustments to optimize tax obligations.
Retirement Income Taxation
Expert advice on IRAs vs Roth IRAs, retirement plans, income withdrawal strategies, and the tax implications of social security and railroad retirement benefits.
Real & Personal Property Taxes
Assistance with capital gains, sale of principal residences, installment sales, and stock option taxation strategies.
Itemized Deductions
Customized tax planning for charitable contributions, casualty losses, and qualified business income deductions to maximize savings.
Tax Credits for Individuals
Navigation of earned income tax credits, child and dependent care credits, and education tax credits to reduce tax liability.
Specialized Individual Tax Preparation
Support for alternative minimum tax calculations, clergy and military tax forms, and resolving tax disposition issues.
Advising Individual Taxpayers
Strategic tax planning for gift, income, and estate tax, retirement planning, and transactional character optimization.
Specialized Tax Returns
Estate and gift tax planning, marital deduction strategies, and creating customized solutions for unique individual tax situations.
Business Entity Tax Considerations
Expert assistance in classifying business entities, establishing tax-exempt entities, and obtaining employer identification numbers (EINs).
Business Partnership Taxation
Guidance on handling interest income, tax rates, debt forgiveness, self-employment tax, 1099-MISC forms, and income adjustments to optimize tax obligations.
Corporate Taxation
Support for forming corporations, developing tax structures, and managing S-Corp compliance.
Business Income Calculations
Assistance with calculating cost of goods sold (COGS), net loss, tax shelters, passive activity loss, and debt cancellation obligations.
Business Expenses, Deductions & Credits
Consulting on equipment depreciation, qualified business income deductions, research & development tax credits, and foreign tax credits.
Financial Report Analysis
Detailed analysis of financial reports, including accrual and cash-basis accounting to improve financial decision-making.
Advising Business Taxpayers
Guidance on record-keeping, employee classification, and tax planning strategies to optimize business operations.
Specialized Business Tax Returns
Expertise in tax-exempt filings, trusts, payroll compensation, SEP IRAs, and rental property tax considerations.
Mergers & Acquisitions Tax Planning
Expert guidance on the tax implications of mergers, acquisitions, and business restructuring to ensure compliance and optimize financial outcomes.