Personal Tax Preparation
Preparing and filing individual tax returns (e.g., 1040, state income tax returns).
Business Tax Filing
Preparing and filing tax returns for businesses (e.g., partnerships, corporations, LLCs) including forms like 1120 (corporations) or 1065 (partnerships).
E-filing
Submitting tax returns electronically to ensure faster processing and quicker refunds.
Self-Employed/Freelancer Filing
Helping self-employed individuals and freelancers file taxes, including deductions for business expenses.
Tax Strategy Planning
Creating strategies to minimize tax liability through proper planning, deductions, and credits.
Retirement Planning
Advising clients on retirement savings options like IRAs, 401(k)s, and other tax-advantaged accounts.
Investment Tax Planning
Helping individuals or businesses plan for taxes on investments (capital gains, dividends, etc.).
Tax Optimization
Identifying tax-saving opportunities, including deductions, credits, and income-splitting strategies.
Maximizing Deductions
Advising clients on eligible deductions, such as home office expenses, medical expenses, charitable donations, and education credits.
Tax Credit Assistance
Helping clients identify applicable tax credits like the Earned Income Tax Credit (EITC), Child Tax Credit, or education credits.
Audit Representation
Representing clients in case of IRS audits, responding to IRS notices, and helping resolve any issues.
Audit Risk Assessment
Assessing clients’ returns to identify potential audit risks and making recommendations to reduce them.
State Income Tax Filing
Preparing and filing state-specific tax returns, including handling any state-level deductions and credits.
Sales Tax Filing
Helping businesses file sales tax returns and ensuring compliance with local tax laws.
Federal Tax Compliance
Assisting businesses and individuals in complying with federal tax regulations, including city and county taxes.