
Preparation and Filing: Forms 1040, 1040-EZ, and 1040-NR.
FBAR Filing: Accurate foreign bank account reporting for compliance.
IRS Amnesty and Notices: Efficient handling of amnesty programs and IRS communications.
Expat Compliance: Filing Forms 2555, 5471, and 5472 to ensure expatriate tax adherence.
Individual Tax Returns: Form T1.
Corporation Tax Returns: Form T2.
Partnership Returns: Form T5013.
Expat Tax Planning: Specialized compliance strategies for Canadian expatriates.
Partnership Tax Returns: Form 1065, with accurate income, deduction, and credit allocation.
Corporate Tax Compliance: Form 1120, ensuring adherence to Federal and state regulations.
S Corporation Tax Services: Form 1120-S, including shareholder K-1s and pass-through taxation.
Multistate Taxation: Management of tax obligations across jurisdictions.
Audit Support: Assistance with IRS audits and inquiries.
Individual Tax Planning: Quarterly and annual projections using tools like BNA.
Business Tax Planning: Strategic advice to optimize financial goals while staying compliant.
Expat Tax Planning: Tailored planning for expatriates to ensure global compliance.
Credits and Incentives: Identifying tax credits and incentives to reduce liabilities.
Tax Projections: Accurate forecasts to mitigate penalties.
Estate Tax Returns: Form 706, including valuation and minimization strategies.
Gift Tax Returns: Form 709, ensuring compliance with gift tax laws.
Trust Tax Returns: Form 1041, with specialized planning and filing.
Estate and Trust Tax Planning: Optimizing tax efficiency for estates and trusts.
Sales Tax Return Services
Filing and preparation for periodic sales and use taxes.
Liability calculations and responses to government notices.
Tax Dispute Resolution: Expert handling of audits, disputes, and appeals for favorable outcomes.
Tax Research:
Access to tax professionals for expert advice.
Verified references and regular updates on regulatory changes.
Exempt Organization Tax Returns: Preparation of Forms 990 and 990-EZ for nonprofit compliance.
Tax Planning for Nonprofits: Strategic guidance to optimize tax benefits.