Tax Preparation

• Preparation and filing of federal, state, and local tax returns.
• Calculation of tax liabilities, deductions, and credits.
• Electronic filing (e-filing) of tax returns.
• Assistance with tax planning to minimize future tax liabilities.
• Guidance on tax-saving strategies and deductions.

Business Tax Preparation

• Preparation and filing of business tax returns (e.g., corporate, partnership, S-corporation, LLC).
• Calculation of business tax liabilities, deductions, and credits.
• Assistance with payroll tax reporting and filing.
• Preparation of quarterly estimated tax payments.
• Support for sales tax and other business-related taxes.

Tax Planning and Consulting

• Strategic tax planning to minimize tax liabilities.
• Guidance on tax implications of major financial decisions (e.g., investments, real estate transactions).
• Estate and gift tax planning.
• Retirement planning and tax-efficient withdrawal strategies.
• International tax planning for individuals and businesses with cross-border activities.

IRS and State Tax Representation

• Assistance with IRS audits and correspondence with tax returns prepared by our office.
• Representation before the IRS or state tax authorities with tax returns prepared by our office.
• Negotiation of payment plans and tax settlements with tax returns prepared by our office.
• Filing of amended tax returns to correct errors or claim missed deductions.
• Help with referring you to another tax professional in resolving tax disputes and appeals with tax returns prepared by our office.

Specialized Tax Services

• Preparation of complex tax returns (e.g., high-net-worth individuals, self-employed, rental property owners).
• Support for expatriates and non-resident aliens with U.S. tax obligations.
• Assistance with trust and estate tax returns.
• Guidance on cryptocurrency taxation and reporting.

Tax-Loss Harvesting

• Our tax-loss harvesting service allows you to minimize your tax burden by
• strategically offsetting gains with losses.
• We work with you to identify opportunities to sell underperforming assets and reduce your taxable gains, ensuring optimal tax efficiency.

Benefits include

• Maximizing after-tax returns by offsetting capital gains
• Reducing overall tax liability
• Providing flexibility in managing your investment portfolio

Pre-Tax to After-Tax Conversions

• Converting a 401(k) or Traditional IRA to a Roth IRA can be a valuable strategy in
• managing future tax liabilities.
• Our experts provide guidance on when to convert your pre-tax retirement accounts,
• considering factors such as tax rates, income needs, and retirement goals.

Our Conversion Services Include

• Personalized analysis of tax implications.
• Strategies to reduce long-term tax impact.
• Guidance on timing and tax-efficient conversion amounts.

Tax Education and Training

• Workshops and seminars on tax topics and updates.
• One-on-one consultations to explain tax issues and strategies.
• Educational resources and tools for tax planning and preparation.