Individual Tax Returns
We prepare complete federal and state individual income tax returns for all 50 states. Our experts ensure you claim all eligible deductions and credits to maximize your refund or minimize your tax liability.
What's Included:
- Form 1040 preparation with all supporting schedules
- State tax return preparation (all 50 states)
- Deduction optimization (mortgage interest, charitable donations, medical expenses)
- Credit maximization (Earned Income Tax Credit, Child Tax Credit, education credits)
- Investment income reporting (capital gains, dividends, interest)
- Retirement account reporting (IRA, 401k, pension distributions)
- Self-employment income reporting (Schedule C)
- Rental property income reporting (Schedule E)
Small Business Taxes
Complete tax preparation and planning for small businesses, sole proprietors, partnerships, LLCs, and S-Corporations. We help you navigate business deductions, depreciation, payroll taxes, and compliance requirements.
What's Included:
- Business tax return preparation (Schedule C, Form 1065, Form 1120S)
- Quarterly estimated tax payment calculations
- Business deduction optimization
- Depreciation and Section 179 expensing
- Payroll tax reporting (Forms 940, 941, W-2, 1099)
- Home office deduction calculation
- Vehicle expense tracking and deduction
- Business asset tracking and depreciation
Tax Planning & Consultation
Proactive tax planning throughout the year can significantly reduce your tax liability. We offer strategic tax planning services to help you make informed financial decisions.
What's Included:
- Year-round tax planning consultations
- Investment tax strategy
- Retirement planning tax implications
- Business structure optimization
- Income shifting strategies
- Charitable giving planning
- Education expense planning
- Quarterly estimated tax projections
