Whatever you do, we will be there along your side to monitor, evaluate and help you minimize the tax impact of your activities by taking advantage of all available tax provisions, tax credits and incentives and to design long-term strategies and structures that will keep your taxes low while pushing forward your desired goals.
Our partners are licensed CPAs, Enrolled Agents (EAs) who possess a vast set of skills, knowledge and experience in helping clients across almost all industries and backgrounds. We bring deep expertise to you along with practical recommendations to enable action and drive forward your objectives.
Our Areas of Specialization include:
- Individual Tax Preparation and Filing
- Federal Form 1040, 1040 NR (for non-residents)
- Sch C filing for Sole Proprietor (self-employed) and disregarded Single Member LLCs.
- Rental Real Estate, Royalties and other supplemental income/loss.
- All 50 State returns including non-resident (NR) returns, part-year resident returns.
- Foreign Bank Account Reporting (FBAR/FinCen Form 114).
- Small Business Federal and State tax return preparation and filing
- Forms 1120 (C Corporations), 1120-S (S Corporations), 1065 (Partnerships) and all required/supplementary forms and schedules.
- Application for Change in Accounting Method (Form 3115).
- Federal and state tax elections.
- Trust, Estate, Gift & Generation Skipping Transfer Tax Returns
- Federal Form 1041 for Simple, Complex, ESBT or Grantor Type trusts.
- Federal Forms 706 (Estate), 706 (Gift) and related forms and information.
We are IRS Authorized E-file Provider and recommend e-filing your returns for faster processing and tax refunds.
