Tax Preparation Services

Individual Income Tax Preparation

We prepare individual income tax returns for U.S. citizens living and working anywhere in the world as well as in any of the 50 states. We also provide individual income tax preparation services for non-U.S. citizens working in the United States, including all U.S. possessions and territories.

Estate and Trust Income Tax Preparation

Lawyers and trust departments can be very expensive charging by a percentage of the value of the assets under management. We deal with trust and estate issues on a daily basis and in a very cost effective manner. We can prepare appropriate and timely estate and trust tax returns to meet disclosure requirements and government deadlines, we also have the independence and objectivity to act as the estate executor or trustee of your trust. If you choose not to use us as your executor or trustee, we can also provide an invaluable service to your chosen executor or trustee in guiding them toward full compliance with their fiduciary responsibilities.

Not For Profit Income Tax Preparation

Tax returns for non-profit organizations can be exceedingly intricate and thus one of the most complex types of tax returns to file. A misstatement or wrong answer to just one of the many annual questions can cause loss of your non-profit designation and subject the organization to serious fines and penalties. We have the experience to guide your not-for-profit organization through the complex and ever-changing regulations in this politically charged environment.

IRS Representation

Professional counsel and representation can be vital during an audit. If you have had the unfortunate luck of being selected for an audit, the professional guidance we offer can put many of your worries at bay. We are ready and willing to help you answer any and all questions the IRS or state tax authorities may be asking you. Our experience has achieved us a level of competence that can ensure that your rights are being protected and that you  receive the fairest possible treatment from the various federal and state tax agencies.

Partnership, LLC and LLP Income Tax Preparation

We prepare partnership, LLP and LLC tax returns for business and income producing activities in any of the 50 states. In addition, should your partnership, LLP or LLC sell product, provide service or maintain property outside of the geographic border of your primary state of operation, we can assist you in calculating the multi-state allocation formulas and preparing appropriate non-resident state tax returns.

Corporate and S-Corporate Income Tax Preparation

We have the resources and experience to optimize your corporate tax filing to calculate the lowest legal corporate income tax and pass the greatest legal tax benefits to shareholders of the corporation. We will accurately prepare your federal corporate income tax return as well as any appropriate state income tax return for business operations based anywhere in the United States.

Gift, Inheritance and GST Transfer Tax Return Preparation

Any time an individuals transfer the titled ownership of cash, property or investments from themselves to anyone else, it is possible a Gift, Inheritance or Generation Skipping Tax may be required.  We help determine if such a filing is needed, as well as guide you through the complexities of how to minimize, defer or even eliminate any transfer tax obligation that might result.

Tax Notice Review and Remediation

If you have received any type of tax adjustment notice or letter from the government, please call. The notice must be responded to in both a proper and timely manner. The very worst thing you can do is to disregard the notice. Equally bad is to believe that you can deal with the government on your own and without professional guidance. Even if you choose not to call us, please contact any other qualified tax professional to review the accuracy of the notice and provide guidance on how to properly respond. A simple phone call could save you thousands of dollars and a lot of wasted time or frustration.

Tax Advice and Tax Planning

We guide our clients through a full range of tax planning decisions with customized strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. With our guidance we can help you make informed choices that help achieve your financial goals sooner and with less stress.

Estate and Trust Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your personal or business assets. Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Every individual should have a well-thought-out plan as to how to distribute the assets left in their estate so as to avoid complications and to be sure that their wishes are followed. We can guide you through the process of getting your financial affairs in order. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have added complications to deal with during a time of grief and loss. For certain types of business activities, structuring a family LLC or trust around the activity can assure continuity of operations and maintain a smooth succession of ownership. We  can help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liability, thus optimizing the moving of property to your intended beneficiaries or charities.

Tax Basis Research of Market Investments

Do you have an old stock on which you cannot find any of your original cost documents or which have gone through numerous splits and mergers? Does the statement you receive from your broker show investments with “N/A” in the cost column of their Unrealized Gain or Loss Report? This could be a big tax problem for you in defending yourself in an audit with the IRS. We can research the investments you select using forensic techniques, any records you can provide and the available public data to estimate your original cost.