Tax preparation

Comprehensive preparation and filing of federal and state individual income tax returns (Form 1040). We expertly handle complex situations including self-employment income, investment portfolios, rental properties, and multi-state tax issues. Our services extend to estimated tax planning and IRS correspondence support. 

Preparation of fiduciary income tax returns (Form 1041) for trusts and estates. This includes income distribution calculations, final-year returns, and compliance with complex tax regulations applicable to fiduciaries and beneficiaries. 

Tax preparation for small and family-owned businesses, including sole proprietorships (Schedule C), partnerships (Form 1065), and S corporations (Form 1120S). We provide detailed K-1 preparation, basis tracking, and strategic tax planning to align with your business goals. 

Preparation and electronic filing of annual information returns for tax-exempt entities, including Forms 990, 990-EZ, 990-N, and 990-PF. We ensure your organization meets IRS compliance requirements while supporting governance best practices and financial transparency. 

Expert preparation of federal gift tax returns (Form 709) and, when applicable, estate tax returns (Form 706). Our services include lifetime gift exemption tracking, gift-splitting strategies, and comprehensive coordination of estate tax filings to minimize tax liabilities and support your estate planning goals.