TAX PLANNING AND PREPARATION SERVICES
Our Tax Planning and Preparation Services involve helping individuals and businesses minimize their tax liabilities and ensure accurate, timely filing of tax returns.
Tax planning is a strategic service aimed at reducing future tax burdens by organizing your finances in the most tax-efficient way. It’s a year-round process, not just something done during tax season. We meet with our clients on a quarterly basis to avoid last minute surprises and save taxes.
Our services include but are not limited to
- Identifying tax-saving opportunities (e.g., deductions, credits)
- Structuring income and investments to reduce tax impact
- Planning retirement contributions (401(k), IRA)
- Timing income or expenses for best tax advantage.
- Considering tax implications of major life events (e.g., marriage, starting a business, buying property)
Tax Preparation
DIY tax returns can sometimes prove to be costly, by missing on credit, deductions and overlooking major tax law changes. Leave your tax preparation to us so you can focus on what you do best.
We provide tax preparation services for Federal and State Taxes to Individuals and Small Business.
- Form 1040 - Individual Return
- Form 1120S – S- Corporation Return
- Form 1120C – C Corporation Return
- Form 1065 – LLC Return
- Form 990 – Non Profit Return
Our Tax Preparation process entails the following steps to make sure each return prepared and reviewed before being submitted to the IRS.
Our goal is to legally lower the amount of taxes you owe in the future.
Services include
Gathering Information
Collect all relevant financial documentation based on the prior year return including but not limited to:
- W-2s, 1099s, K-
- Receipts and records of deductible expenses
- Investment income and real estate documents
Analyzing Information
Evaluate your financial data to identify eligible deductions, credits, and other strategies to minimize your tax liability.
Preparing Tax Returns
We ensure that all forms are accurately completed, including federal, state, and
local tax returns.
Filing Tax Returns
After preparation, we submit the returns electronically or by mail to the appropriate tax authorities.