👤 For Individuals

Federal & State Income Tax Return Preparation

• Form 1040 and all related schedules (A, B, C, D, E, etc.)

Tax Planning & Estimated Tax Projections

• Quarterly estimates for self-employed or high-income individuals

Itemized Deductions Optimization

• Mortgage interest, charitable contributions, medical expenses

Capital Gains & Investment Income Reporting

• Stock sales, crypto transactions, dividends, interest

Rental Property Income & Expense Reporting

• Schedule E preparation for landlords

Self-Employment & Freelance Tax Filings

• Including Schedule C and SE tax calculations

Retirement Contributions & Distributions Planning

• IRA, Roth, 401(k), RMDs, and tax impact analysis

Education Credits & Deductions

• American Opportunity Credit, Lifetime Learning Credit

Tax Implications of Life Events

• Marriage, divorce, home sale, inheritance, relocation

Audit Support & IRS Correspondence Handling

• Responding to notices and representation in audits

🏢 For Businesses (LLCs, Corporations, Partnerships, etc.)

Business Income Tax Return Preparation

• Forms 1120 (C-Corp), 1120S (S-Corp), 1065 (Partnership), 990 (Nonprofits)

Owner K-1 Preparation & Filing

• For pass-through entities (S-Corps, Partnerships, LLCs)

State & Local Business Tax Filings

• Franchise tax, gross receipts, sales tax returns

Quarterly Estimated Tax Calculations

• For corporations and pass-throughs

Payroll Tax Filings

• 941s, 940, W-2 and 1099 preparation

Depreciation & Fixed Asset Schedules

• Section 179 and bonus depreciation calculations

Business Deductions Review

• Meals, travel, home office, vehicles, etc.

Multi-State Tax Compliance

• Nexus determination and multi-state filings

Tax Planning for Entity Selection

• C-Corp vs S-Corp vs LLC tax treatment

IRS Representation & Audit Defense

• Support during audits or tax disputes