Services

What We Offer

  • Preparing your taxes can be overwhelming — especially with changing laws, complex forms, and varying deadlines. We offer comprehensive tax preparation services for individuals, sole proprietors, partnerships, corporations, and LLCs. Whether you're filing a simple 1040 or a multi-entity return, our experienced team ensures that everything is completed accurately and on time.

    Individual Tax Returns

    • Preparation and filing of Form 1040 and all related schedules (A, B, C, D, E, SE, etc.)

    • Preparation and filing of state, and local tax returns for individuals, ensuring compliance with tax laws.

    Business Tax Returns

    • Sole Proprietors - Form 1040 with Schedule C

    • S-Corp - Form 1120-S

    • Partnerships - Form 1065 with Schedule K-1s

    • C-Corp - Form 1120

    • LLC - Tax treatment depending on classification (single-member, partnership, or S/C Corp)

    Tax Extensions and Late Filing

    • Preparation and e-filing of federal and state extension forms (Federal forms: 4868 for individuals & 7004 for businesses)

    • Assistance with filing past-due returns

    • Guidance on penalty relief and IRS notices

    Additional Services

    • Tax Deductions & Credits for Businesses: Identifying all applicable tax credits and deductions such as R&D credits, energy-efficient equipment, employee benefit programs, and depreciation.

    • Depreciation Strategies: Advising on tax strategies for depreciating assets (e.g., Section 179, Bonus Depreciation) to maximize deductions and reduce taxable income.

    • Tax Structuring for Mergers & Acquisitions: Advising on tax-efficient structures during the buying, selling, or merging of businesses, including asset vs. stock purchase considerations.

    • State & Local Tax (SALT) Planning: Managing multi-state tax filings and apportionment factors to ensure compliance.

    • Amended Returns: Corrections via Form 1040-X and relevant business forms

    • Electronic Filing (E-File): Fast, secure submissions with direct deposit refund options

  • Tax planning is more than just an annual task — it’s an essential part of managing your personal finances or running a successful business. Our tax planning services are tailored to your unique financial situation and designed to reduce your tax liability both now and in the future. By analyzing your income, deductions, investments, and business activity, we help you take control of your tax outcomes rather than simply reacting at year-end.

    Year-Round Individual Tax Strategy:

    • Planning around income timing, withholding adjustments, and estimated taxes

    • Managing capital gains/losses and investment income

    • Utilizing tax credits (Child Tax Credit, Energy Credits, Education Credits, etc.)

    • Itemized deduction strategies

    • Tax-efficient use of HSA, FSA, and 529 plans

    Self- Employed and Business Tax Planning:

    • Self-Employed Health Insurance Deduction
      We help eligible sole proprietors, partners, and S-Corp owners deduct health insurance premiums for themselves and their families — including dental, vision, and long-term care premiums — while ensuring compliance with income and ownership rules.

    • Employee Benefits: Planning for tax-advantaged employee benefits like retirement plans, healthcare plans, and other fringe benefits that can reduce the business’s taxable income.

    • S Corporation Owner Salary Planning
      Striking the right balance between reasonable salary and distributions is key for S Corp owners. We help you set IRS-compliant wages to reduce payroll taxes while maximizing tax-efficient profits and retirement contributions.

    • Pass-Through Entity Tax (PTET) Election Planning
      For clients in states offering PTET (like CA, NY, IL, and others), we evaluate the benefits of making the PTET election to bypass the $10,000 SALT deduction cap. We assist with the annual election process, quarterly payments, and proper reporting on your federal and state returns.

    • Entity structuring and restructuring for tax efficiency (LLC, S-Corp, C-Corp, etc.)

    • Review of deductible business expenses and fringe benefits

    • Section 199A (QBI) deduction maximization

    • Tax credit utilization

    • Home office deduction strategy

    Retirement & Investment Tax Optimization:

    • Tax-efficient retirement plan selection: Traditional IRA, Roth IRA, SEP IRA, Solo 401(k), etc.

    • Strategic Roth conversions, backdoor Roth IRA planning, and income phase-out management

    • Tax-aware investment planning (harvesting losses, asset location strategies)

    • Required Minimum Distribution (RMD) planning and withdrawal strategies

    Family Tax Strategies:

    • Employing family members in a business

    • Gifting strategies for wealth transfer and annual exclusion maximization

    • Education funding via 529 plans and tax-favored savings vehicles

  • If you earn income that isn’t subject to regular withholding — like self-employment income, rental income, dividends, or capital gains — you're likely required to make estimated tax payments throughout the year. Missing these payments can result in costly penalties and interest.

    We help individuals, freelancers, and business owners accurately calculate and stay on top of their estimated taxes — so you never fall behind or get surprised at tax time.

    Quarterly Tax Calculation & Planning

    • We work with you to calculate how much you need to pay and when

    • We use safe harbor thresholds to avoid penalties

    Quarterly Filing Reminders

    • We’ll track deadlines and send timely reminders so you never miss a due date

    • Federal individual estimated payment due dates are generally:

      • April 15 – 1st quarter

      • June 15 – 2nd quarter

      • September 15 – 3rd quarter

      • January 15 (following year) – 4th quarter

      • If the 15th falls on a weekend or holiday, the deadline moves to the next business day.

    Self-Employed & Small Business Planning

    • Self-employed individuals face unique estimated tax challenges. We provide guidance on:

      • Self-employment tax (Social Security & Medicare – ~15.3%)

      • Factoring in estimated taxes as part of year-round planning

      • We’ll also evaluate if quarterly payments are better than increasing withholding (e.g., for dual W-2/1099 earners)

    Missed a payment? Didn’t realize you needed to make quarterly payments? We’ll help you:

    • Calculate catch-up payments

    • File Form 2210 to calculate or reduce penalties

    • Apply for penalty waivers (if eligible due to reasonable cause or first-time error)

    • Set up a plan to avoid future issues

  • Choosing the right business entity is one of the most important decisions you’ll make when starting or restructuring a business. The entity type you select affects your taxes, liability, ability to raise capital, and long-term flexibility. We guide entrepreneurs, freelancers, and growing companies through the steps — with tax strategy at the core.

    • Entity Selection: Advising on the best business structure (e.g. S-Corp, C-Corp, LLP) based on ownership, revenues, taxation, and operational needs.

    • Preparation and filing S Corporation Election (Form 2553): Timely submission, late election relief, and ongoing compliance (eg. owner salary and compensation requirements)

    • State & Local Registration: Handling the registration process with appropriate state and local agencies for business licenses and permits.

    • Operating Agreements: Drafting partnership agreements and shareholder agreements to outline business operations and ownership rights.

    • EIN Application: Helping businesses obtain their Employer Identification Number (EIN) from the IRS.

    • Incorporation Services: Assisting in filing necessary documents to legally incorporate a new business entity.

    • Compliance: Ensuring that the new business complies with regulatory requirements for the chosen entity type.