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Helping individuals and businesses stay compliant and maximize savings.
Managing taxes can be complex and time consuming. Our goal is to understand each client’s unique situation and long-term objectives so we can simplify the process and provide accurate, compliant, and strategic tax solutions tailored to their needs.
Our Services
Individual Tax Returns
1040 Federal Tax Return (Schedule C, Schedule K-1)
All 50 State Tax Returns
Business Tax Returns
Small Business Tax Returns (LLC, Partnerships, S-Corps)
Corporate Tax Returns (LLC & C-Corps)
Gifts, Estates & Trusts Tax Returns
Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return
Form 709 United States Gift (and Generation-Skipping Transfer) Tax Return
Form 1041 U.S. Income Tax Return for Estates and Trusts
International Reporting
International Reporting
Foreign Income Compliance (Form 2555, Foreign Deductions & Credits)
Report of Foreign Bank and Financial Accounts (FBAR）
Statement of Specified Foreign Financial Assets
Return of U.S Persons with Respect to Certain Foreign Partnerships
Information Return of U.S Persons with Respect to Certain Foreign Corporations
Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
Tax Planning & Strategy
Year-round tax planning to reduce future liabilities, from Individuals to Businesses
Strategies for high-income earners and small businesses.
Estimated Tax Payments
Calculation and scheduling of quarterly estimated tax payments for Self-Employed Individuals
Avoid IRS penalties & interest and maintain cash flow planning.
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