Services

• Prepare U.S. income tax returns for individuals (Form 1040), corporations, partnerships, estates, non-profit organizations, and trusts

• Work with residents of all 50 states to prepare state income tax returns where required.

• Create Schedule C for self-employed individuals, LLCs, and short-term Airbnb hosts

• Create Schedule E for rental real estate

• Prepare dependents' tax returns.
• Run simulations to advise married couples whether to file jointly or separately.
• Find all available deductions & credits.

• E-file your returns and facilitate direct deposit.

• Behind on filing your tax returns? We work with you to identify needed records and prepare those late prior year tax returns.

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop proactive tax strategies that take advantage of new tax laws.

 

• Prepare annual projection of estimated tax liability for the current year, and faciliate quarterly tax payments if required.
• Advise about financial strategies that reduce your income tax burden.
• Life transition advice: whether you're anticipating retirement or a new baby, your tax picture will change. We'll prepare projections of your anticipated tax situation based on variables unique to you.
• Thinking of buying or selling a business or a home? Ask us how that will impact your income tax so that you can make the right move.
• Preparing your estate plan? We can advise you on strategies to reduce or eliminate taxes on inhertances.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and if done properly, can reduce or eliminate the tax due on the transfer of your home, business and other assets. Ask us how. 

 

For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

 

• Prepare Reports of Foreign Bank & Financial Accounts (FBAR) (FINCEN Form 114)
• Prepare Form 1040NR for non-U.S. residents 
• Prepare Form 1040 with Foreign Income Exclusion for U.S. citizens working abroad

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.