TAX PLANNING & PREPARATION

Tax Services

• Professional Preparation of federal, state, and local tax returns at competitive prices.
• We continuously monitor federal, state, and local tax law changes to assist our clients minimize current and future tax liabilities.
• Meet with us in person or use the latest technologies to send your documents using Secure File technology. Documents can be sent to our preparers with tax returns sent back through our secure portal.
• Electronic signatures, direct deposit of refunds, direct debits for tax payments and PDF copies of your final tax documents can all be managed through our Secure Client Portal.
• Our office is open year-round, and we are available if correspondence is received, and tax advice is needed.

Individual Tax Clients (1040)

• No matter your filing status, we are here to help minimize your tax liability by using up to date tax knowledge and years of tax preparation experience.
• Do you have a side business? We can help identify business-related expenses which can reduce your taxable income and self-employment tax.
• Form based pricing so you never overpay to file your taxes.
• Electronically file your tax return in accordance with federal and state guideline.

Corporate & Partnership Tax Clients (1120, 1120s, 1065)

• Financial statement creation for tax preparation.
• Assistance with the creation and filing of form 1099-NEC for contractors.
• Preparation of Federal and State Corporation Income tax returns with all required schedules, including K-1 forms for S-Corporation and Partnership shareholders.
• Basis reporting for S-Corporation and Partnership returns
• Depreciation Schedules created with consideration of Bonus and Section 179 to reduce shareholders taxable income.
• Electronically file your tax return in accordance with federal and state guidelines
• Consultation appointments in the off season to help minimize your tax bill going forward
• Use of Depreciation on Equipment & Vehicles to lower your taxable income

Audit Protection Plan

• Received an IRS letter? Get the help you need to respond to the letter and prove your tax credits.
• Enrolled Agent will review these denied credits such as Earned Income Credits, Child Tax Credit, Education Credits and prepare a response to the IRS.
• We collaborate with you to provide the necessary information to support the tax credits.
• Sign up before you e-file to get our discounted rate
• Consultation Services are available to help you understand tax notices received.
• If you self-prepared your taxes and receive a notice we can help you understand and reply as needed.