Individual income tax returns (e.g., Form 1040)

Business tax returns (e.g., 1120, 1120S, 1065)

Trusts and estates

Nonprofit tax filings (e.g., Form 990)

State and local income tax returns (SALT)

Year-round strategic planning to minimize tax liability

Timing of income and expenses

Investment and retirement tax planning

Entity structure optimization (LLC vs. S-Corp vs. C-Corp)

Tax implications of major life events (e.g., marriage, buying/selling a business)

R&D tax credit analysis

Cost segregation studies

1031 exchanges (real estate)

Opportunity zone investments

Employee retention credit (ERC)