Services
Tax Return Preparation
Prepares and electronically files Federal and State tax returns, including scheduling of applicable electronic payments for Individuals (Forms 1040, 1040-SR, 1040-X…), Trusts and Estates (Forms 1041), Exempt Organizations (Forms 990), Partnerships and LLCs (Forms 1065), and Corporations (Forms 1120 and 1120-S).
Tax Planning
Provides projections for year-end planning or for other life or financial changes, such as sale of a home, changing jobs, starting a business, or retirement. Discussion of tax strategies, application of tax code and potential implications of tax related decisions.
Tax Audit Representation
Represents clients before the Internal Revenue Service or State tax department in tax return examination. Assists with gathering and organizing information and documents for presentation to examiners and manages correspondence between examiner and taxpayer.
Tax Resolution
Reviews and discusses tax notices with clients and corresponds between tax department representatives and taxpayer as needed. Installment payment plan request preparation and filing. Analysis of taxpayer eligibility for tax relief programs and preparation of requests offers-in-compromise.
Payroll Coordination (available to business entity tax clients only)
Assists with setting up payroll service account and corresponds with payroll service company as needed.
Bookkeeping (available to business entity tax clients only)
Provides various levels of bookkeeping services based on the needs of the business from annual clean-up and tax adjustments to monthly bank reconciliations.