Comprehensive Tax Services
1. Personal Tax Filing
Accurate preparation and submission of personal tax returns (e.g., Form 1040).
Identification and application of eligible tax deductions and credits, tailored to individual financial situations.
Year-round tax consultation to address post-filing issues and future queries.
Support for all income types, including W-2, freelance, gig work, and self-employment income.
Key Highlights
Efficient and error-free filing to ensure compliance and maximize refunds.
Personalized advice for optimal tax benefits, including common credits like Child Tax Credit and Earned Income Tax Credit.
Guidance on reporting additional income streams such as rental or investment income.
Who Should Use This Service
Employees with W-2 income or freelancers managing multiple income sources.
Taxpayers with deductible expenses like education, healthcare, or mortgage payments.
Individuals navigating new financial scenarios like marriage, children, or homeownership.
2. Small Business Tax Support
Tax preparation for small businesses, including LLCs, sole proprietorships, and S-corporations.
Deduction optimization for expenses like office supplies, travel, and payroll costs.
Assistance with quarterly estimated tax payments to avoid penalties.
Year-round tax consultation to provide advice on tax planning, compliance, and cash flow management.
Key Highlights
Simplified filing for businesses with complex expense categories.
Expertise in leveraging deductions for business growth and profitability.
Guidance on structuring your business for tax efficiency, such as choosing between an LLC or S-corp.
Who Should Use This Service
Entrepreneurs and small business owners looking to streamline their tax process.
Businesses with complex deductions or multiple income streams.
Startups needing assistance with tax compliance and planning.
3. Complex Tax Cases
Comprehensive support for complex tax scenarios, including capital gains, foreign assets, and multi-country income.
Assistance with IRS audits, letters, and resolving tax disputes.
Cross-border tax planning to navigate international tax treaties and reduce tax burdens.
Year-round consultation for ongoing tax management and compliance.
Key Highlights
Expertise in international and multi-state tax laws.
Full support for situations like expatriate tax filing, foreign bank account reporting (FBAR), and FATCA compliance.
Professional guidance for navigating IRS audits and ensuring compliance.
Who Should Use This Service
High-net-worth individuals with significant investment or foreign income.
Expats or individuals with dual citizenship managing multi-country tax obligations.
Taxpayers dealing with IRS audits, disputes, or complex asset structures.
4. Tax Planning & Diagnostic Services
Comprehensive review of past tax filings and current financial data.
Development of a personalized tax health report to highlight strengths and areas for improvement.
Risk Identification & Prevention
Creation of a custom risk assessment model to identify potential red flags.
Proactive solutions to mitigate risks, such as penalties, disputes, or audits.
Future Tax Forecasting
Simulate tax liabilities for upcoming years based on projected income, investments, and life events (e.g., retirement, major purchases).
Scenario analysis to prepare for changes in tax regulations or income streams.
Optimization & Strategy Development
Identify deductions, credits, and tax-saving opportunities specific to your financial goals.
Develop tailored strategies to reduce tax burdens while maintaining compliance.
Detailed Report & Expert Insights
Provide clear and actionable tax reports with professional analysis.
Expert interpretation of data to help clients make informed decisions.
Key Highlights
Combines current diagnostics with forward-looking strategies for holistic tax management.
Expert team ensures accuracy and identifies opportunities for tax savings.
Provides peace of mind by proactively addressing risks and preparing for future financial needs.
Who Should Use This Service
Individuals and businesses seeking to optimize their current and future tax obligations.
Taxpayers navigating major life or business changes, such as retirement, expansion, or large investments.
Clients looking for ongoing tax management and risk monitoring to ensure financial stability.