SERVICES
SERVICES
TAXATION
Personal Income Tax Preparation & Planning
We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements.
Business Income Tax Preparation & Planning
We prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy.
Trust & Estate Income Tax Preparation & Advisory
We prepare fiduciary tax returns for trusts and estates. We frequently consult on strategy for the formation of trusts and manage our clients’ tax requirements with respect to active trusts.
State and Local Tax Advisory
As it relates to e-commerce or a business with multiple locations, we advise and manage our clients’ need to comply with state and local tax rules throughout the United States, as needed.
Sales & Payroll Tax Return Compliance
We file sales taxes for our clients and manage our clients sales tax requirements by filing and remitting tax returns & tax payments on their behalf on a monthly or quarterly basis, as needed.
Federal, State and Local Tax Representation
We represent clients in Offers In Compromise (and have historically been very successful in winning Offers by being discerning with the Offers we prepare), IRS & State Penalty Resolution, and IRS & State Tax Balance Resolution (Installment Agreements primarily).
Audit defense, including Income Tax, Sales Tax and Withholding Tax
We represent clients that may be under audit by IRS or a State Sales or Withholding Tax body. Our services include procuring all required information from our client to properly proceed with the audit and dealing directly with the Tax Examiner.
TAXATION
Personal Income Tax Preparation & Planning
We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements.
Business Income Tax Preparation & Planning
We prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy.
Trust & Estate Income Tax Preparation & Advisory
We prepare fiduciary tax returns for trusts and estates. We frequently consult on strategy for the formation of trusts and manage our clients’ tax requirements with respect to active trusts.
State and Local Tax Advisory
As it relates to e-commerce or a business with multiple locations, we advise and manage our clients’ need to comply with state and local tax rules throughout the United States, as needed.
Sales & Payroll Tax Return Compliance
We file sales taxes for our clients and manage our clients sales tax requirements by filing and remitting tax returns & tax payments on their behalf on a monthly or quarterly basis, as needed.
Federal, State and Local Tax Representation
We represent clients in Offers In Compromise (and have historically been very successful in winning Offers by being discerning with the Offers we prepare), IRS & State Penalty Resolution, and IRS & State Tax Balance Resolution (Installment Agreements primarily).
Audit defense, including Income Tax, Sales Tax and Withholding Tax
We represent clients that may be under audit by IRS or a State Sales or Withholding Tax body. Our services include procuring all required information from our client to properly proceed with the audit and dealing directly with the Tax Examiner.
TAXATION
Personal Income Tax Preparation & Planning
We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements.
Business Income Tax Preparation & Planning
We prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy.
Trust & Estate Income Tax Preparation & Advisory
We prepare fiduciary tax returns for trusts and estates. We frequently consult on strategy for the formation of trusts and manage our clients’ tax requirements with respect to active trusts.
State and Local Tax Advisory
As it relates to e-commerce or a business with multiple locations, we advise and manage our clients’ need to comply with state and local tax rules throughout the United States, as needed.
Sales & Payroll Tax Return Compliance
We file sales taxes for our clients and manage our clients sales tax requirements by filing and remitting tax returns & tax payments on their behalf on a monthly or quarterly basis, as needed.
Federal, State and Local Tax Representation
We represent clients in Offers In Compromise (and have historically been very successful in winning Offers by being discerning with the Offers we prepare), IRS & State Penalty Resolution, and IRS & State Tax Balance Resolution (Installment Agreements primarily).
Audit defense, including Income Tax, Sales Tax and Withholding Tax
We represent clients that may be under audit by IRS or a State Sales or Withholding Tax body. Our services include procuring all required information from our client to properly proceed with the audit and dealing directly with the Tax Examiner.