Tax & Financial Topics

Tax Preparation Services

Accurate, thorough tax preparation for every filing situation — from simple W-2 returns to complex multi-entity filings.

Individual Tax Returns (1040) — W-2 income, investment income, rental properties, retirement distributions, education credits, itemized deductions
Business Tax Returns — Sole proprietorships (Schedule C), partnerships (1065), S-corporations (1120S), C-corporations (1120)
Multi-State Filing — Proper allocation and apportionment for clients with income in multiple states
Amended Returns — Corrections to previously filed returns (Form 1040-X) to claim missed deductions or fix errors
Prior Year Returns — Catch up on unfiled returns from previous years to get back in compliance

Bookkeeping Services

Keep your books organized year-round with professional bookkeeping that saves time and prevents costly errors at tax time.

Monthly Reconciliation — Bank and credit card statement reconciliation, categorization of all transactions
Accounts Payable/Receivable — Invoice management, bill payment tracking, aging reports
Financial Statements — Monthly profit & loss, balance sheet, and cash flow statements
QuickBooks Setup — Chart of accounts, integrations, training, and ongoing support
Payroll Processing — Weekly/bi-weekly payroll, tax deposits, W-2/1099 preparation

IRS Representation & Tax Resolution

Audit Representation — Complete representation in IRS and state audits, from initial contact through resolution
IRS Notice Response — Professional review and response to CP2000, CP2501, and other IRS notices
Offer in Compromise — Negotiate settlement of tax debt for less than the full amount owed
Installment Agreements — Set up manageable monthly payment plans for tax balances
Penalty Abatement — Request removal or reduction of IRS penalties for reasonable cause
Innocent Spouse Relief — Protection from liability for errors on joint returns filed by your spouse

Do Not Ignore IRS Notices

Common IRS Issues:
  • Back taxes and unfiled returns
  • Tax liens and levies
  • Wage garnishments
  • Payroll tax problems
  • State tax issues

Tax Planning & Strategy

Year-End Tax Planning — Comprehensive review in Q4 to implement last-minute strategies before December 31
Retirement Tax Planning — Roth conversions, RMD strategies, Social Security optimization
Business Entity Selection — LLC vs S-Corp vs C-Corp analysis with tax impact modeling
Investment Tax Optimization — Tax-loss harvesting, asset location, capital gains management
Estate & Gift Planning — Lifetime gift strategies, trust considerations, estate tax minimization

Tax Planning Saves Real Money

Stay Updated on Tax Law Changes

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