We offer a wide range of accounting, tax preparation, and advisory services for individuals, corporations, LLC’s, startups and other small business enterprises.
Our individual income tax services include tax preparation and advisory services for the following:
- Individual income tax returns for the US and all 50 states as well as DC.
- US and state income tax returns for foreign taxpayers present in the United States
- US and state income tax returns for US taxpayers abroad
- Income Tax returns for individuals conducting business in more than one state
- Preparation of tax returns for prior years
- Foreign Compliance Reporting Returns such as FINCEN 114 and the like
- US Gift tax returns for individuals
- Assistance with handling Complex tax matters
- Income tax planning at all levels including tax planning for self-employed individuals
- Individual Representation before the IRS & State/Local Tax Authorities
- Assistance with income tax audits
- Representation at the Appeals level and even Tax Court if needed
Please be sure to bring the following for your initial individual tax preparation appointment:
- Picture ID
- Social Security cards for you, your spouse and any dependents
- Individual Taxpayer Identification Number (ITIN) assignment letters and proof of foreign status for you, your spouse and any dependents who do not have Social Security cards
- Birth dates for you, your spouse and any dependents
- Wage and earning statements such as Form W2 and Form 1099 for all jobs
- Bank statements of interest and dividends
- A copy of your tax returns from the previous year (if possible)
- A blank check or other proof of your bank account and routing numbers
- Any daycare information, including total cost and the provider’s tax identification number
Our Business tax services include tax preparation and advisory services for the following:
- US, State & Local Income Tax Returns for C corporations, S Corporations, Partnerships, LLCs, and other business entities
- Sales, Payroll Tax, and Personal Property Tax Returns
- Pension and Profit-Sharing Plan Returns, if needed
- Excise Tax Returns, if needed
- Income Tax returns for businesses conducting business in more than one state
- Preparation of tax returns for prior years
- Tax return preparation for domestic US returns with foreign owners
- Tax planning and analysis at all kinds of levels, including planning and structuring for tax related issues including potential income tax advantages and multi-state tax issues.
- Representation before the IRS & State & Local Tax Authorities
- Assistance with income tax/ sales tax/ payroll tax/and unemployment tax audits
- Representation at the Appeals level and even Tax Court if needed
