Individual Tax Return Services

Federal Tax Returns:
Form 1040: Individual Income Tax Return
Schedule A: Itemized Deductions
Schedule B: Interest and Dividend Income
Schedule C: Profit or Loss from Business
Schedule D: Capital Gain and Loss
Schedule E: Supplemental Income and Loss

State Tax Returns:
State-specific income tax returns, including forms for individual income tax, estimated tax payments, and extensions.

Tax Planning and Strategies:
Identifying tax-saving opportunities, such as deductions, credits, and exemptions. Advising on strategies to minimize tax liability, such as tax-loss harvesting and charitable contributions.

Tax Audit Representation:
Representing clients before the IRS and state tax authorities during audits. Preparing and submitting necessary documentation and arguments to challenge tax assessments.

Business Tax Return Services

Corporate Tax Returns:
Form 1120: U.S. Corporation Income Tax Return
Form 1120-S: U.S. Income Tax Return for S Corporations

Partnership Tax Returns:
Form 1065: U.S. Return of Partnership Income

LLC Tax Returns:
Form 1065 or Form 1120-S, depending on the LLC’s tax election.

Tax Planning and Strategy:
Structuring business transactions to minimize tax liability.
Identifying tax-saving opportunities, such as deductions, credits, and exemptions.
Advising on tax-efficient mergers, acquisitions, and divestitures.