Tax Preparation

Tax Preparation Services involve professional assistance in preparing and filing income tax returns. These are designed to help individuals and businesses navigate the complexities of tax law and regulations. We believe our Clients deserve more. We go beyond just completing tax returns based on information that is provided.
 
We offer:
  • Personalized Service. We communicate with you throughout the preparation process ensuring we include all of the allowable deductions, exemptions and tax credits you are allowed under Federal and State Codes. We will also provide you options to lower your tax liability or increase your refund for the current and future years after the initial draft of the returns. We are available to you by telephone during regular business hours, and by email or text during off Business hours.
  • Filing Returns: We assist in accurately completing and filing your tax returns. We gather relevant financial information, calculate your tax liability, and submit the necessary forms to the tax authorities.
  • Tax Planning: We offer advice on tax saving strategies, not only on optimizing deductions, credits and exemptions, but in providing proactive tax planning options that are customized to your needs and objectives.
  • Audit Support: We provide audit insurance on all personal and business tax returns. If you are audited by the I.R.S. or State Agencies on Income Tax Returns we prepare, tax professionals will guide you through the process and represent you at no cost.
  • Year Round Assistance: We are a full service Accounting Firm. We are here all year long to support you beyond tax season.
  • Free Client Portal: Upon request, we will provide you a free encrypted portal for you to upload and download documents and provide you live messaging to contact us directly with your questions and inquiries.  Tax Documents, Correspondence and other Documents can be uploaded and stored indefinitely.
  • Tax Returns: We Prepare:
  1. Individual
  2. Corporate
  3. Limited Liability Company
  4. Partnership
  5. Fiduciary  (Trust, Estate and Gift)
  6. Non Profit
  7. Foreign Corporation
  8. Charitable Remainder Trust Returns
If you looking  for help with your 2023 or prior year tax returns, please complete our Inquiry Form.  We also provide a free Tax Organizer for you to download and use.  You can choose between the standard version or the comprehensive version for those who may have Businesses and Investments.

Services

Our virtual assistants offer affordable bookkeeping services starting at $100 per month. We utilize military-grade encryption for secure document exchange, allowing small business owners and investors to focus on their businesses. Meanwhile, our highly trained bookkeepers handle their financial needs efficiently and effectively, providing peace of mind and enabling them to thrive in their endeavors. Read More…

We provide a comprehensive range of expert accounting and tax assistance tailored for small enterprises, non-profits, groups, and individuals. We understand the uniqueness of each client and business, and thus customize our accounting services to meet your specific needs, ensuring personalized attention and optimal solutions.” Read More…

Our flexible payroll services offer comprehensive solutions tailored precisely to your needs. We ensure accurate processing, timely tax filings, and cost-effectiveness, empowering you to focus solely on your business without the complexities and risks associated with payroll administration. With our assistance, you can confidently dedicate your energy to growing your business while we handle the intricacies of payroll management. Read More…

Our tax preparation services go beyond the mere completion of tax returns. We provide personalized support, comprehensive filing assistance, proactive tax planning, audit support, year-round assistance, and a free encrypted client portal. This ensures that individuals and businesses receive expert guidance tailored to their specific needs and objectives. With us, you’ll experience a level of service that extends far beyond tax season, offering peace of mind and confidence in your financial affairs. Read More…

Trusts, ranging from revocable to irrevocable, grant individuals varied legal rights and tax implications. They provide a diverse array of options for estate planning tailored to specific needs and objectives, emphasizing that one size does not fit all. With trusts, individuals can navigate a spectrum of legal and financial strategies, ensuring their assets are managed and distributed according to their unique circumstances and wishes. Read More…