Individual Tax Preparation:

Navigating individual taxation complexities can be daunting, but with our expertise refined over years of serving clients in major metropolitan areas, we're well-equipped to guide you through your specific regulatory landscape with integrity. Here's a glimpse of what we handle daily:

• Employment Income
• Self-employment, contractor, and freelancer income
• Rental property
• Sale of home
• Equity compensation (RSU, ESPP, ISO, NSO, etc.)
• Multi-state allocation
• Cryptocurrency
• Foreign income exclusion and foreign tax credit
• Transactions with foreign trusts and receipt of certain foreign gifts
• Our individual tax services deliver swift and accurate results
• For individuals with equity compensation, we offer insights on optimal timing for exercising or selling stocks/options based on your vesting schedule to maximize your after-tax income.

Business taxation (Corporate & Partnership):

For business owners, we provide guidance on quarterly taxes and structural strategies, such as potential S-Corp conversions or utilizing various credits and deductions. When it comes to business entities, there are three main types:

• Partnerships:

  Typically for businesses with multiple owners, reported on Federal Form 1065.

• S-Corps:

  Small business corporation structure offering potential tax savings, reported on Federal Form 1120-S.

• C-Corps:

  Taxable entity paying taxes independently, reported on Federal Form 1120.

Regardless of your business structure—be it an S-Corp, LLC, Partnership, or C-Corp—we provide comprehensive tax preparation services for annual, or quarterly, filings. If you're unsure about the best entity type for your business, we're here to offer guidance and support throughout the selection process.

Tax Planning

Client feedback over the years has emphasized the importance of more than just tax filing—it's about long-term strategy and building relationships. Some common topics clients seek advice on include:

• Timing and quantity of stock option sales/vests for equity compensation
• Tax effects of purchasing a new home
• Choosing between joint or separate tax returns.
• Maximizing tax benefits related to dependents
• Calculating quarterly estimated taxes
• Navigating tax implications of relocating to another state

Past-Due Tax Returns

We often receive requests to reconcile past records and file overdue tax returns. Even if you've misplaced your records, our team can assist in obtaining information from the IRS and relevant states.

We can also help estimate, reduce, or eliminate taxes or interest through various abatement programs, payment plans, and debt settlements available through the government.

Get in touch with us today to discover more about our comprehensive tax services for individuals and businesses, including tax planning and more.