Individual Tax Returns
- Form 1040 and applicable schedules
- Self-employment and Schedule C
- Rental real estate
- Investment and retirement income
- Education-related tax benefits
- Itemized deductions and tax credits
Tax Services
Tax Preparation and Planning
Accurate preparation begins with complete records, careful review, and an understanding of the client’s broader financial circumstances.
Business Tax Returns
- Sole proprietorships
- Partnerships
- S corporations
- C corporations
- Limited liability companies
- Business elections and related filings
Additional Filing Services
- Amended returns
- Prior-year returns
- Estimated tax planning
- Multi-state returns
- Nonprofit returns
- Estate and trust returns
Tax Planning
Planning may include projected income, estimated payments, entity considerations, retirement contributions, timing of income and deductions, and other lawful strategies appropriate to the client.
Frequently Asked Questions
Can you prepare returns remotely?
Yes. Many engagements may be completed through scheduled virtual consultations and electronic document exchange.
Do you guarantee a refund?
No. Tax outcomes depend on the client’s facts, records, applicable law, withholding, payments, and eligibility for deductions and credits.
Professional Engagements