Tax Planning: Year-end planning can save you tax dollars. A good month to meet with Michael is in November to tax plan. After the year ends, tax planning opportunities are minimized.
Personal Tax Returns: We prepare personal returns for the IRS and all states.
Business Tax Returns: We prepare business returns for the following:
- Sole Proprietorships – Income is taxed on your personal return
- C-Corporations – Income is taxed at the corporate level
- S-Corporations – Income is taxed to the shareholders
- Partnerships – Income is taxed to the partners
- Limited Partnerships – Income is taxed to the partners
- Limited Liability Partnerships – Income is taxed to the partners
- Limited Liability Companies – Income is taxed to the members
Estate, Trust & Gift Tax Returns: We prepare estate returns when someone passes away and annual tax returns for estates, trusts and gift returns.
E-File: We do not charge for e-file
IRS problem resolution: We work to resolve all issues included prior years returns not filed and installment agreement requests.