TAX PREPARATION SERVICES
INDIVIDUAL CLIENTS
- 1040 and All Schedules
- Schedule A (Itemization)
- Schedule B (Interest, and Dividends)
- Schedule C (Sole Proprietorship)
- Schedule D (Capital Gains and Losses)
- Schedule E (K1s and Rentals)
BUSINESS CLIENTS
- 1120S (S Corps)
- 1120 (C Corps)
- 1065 (Partnerships)
OTHER BUSINESS SERVICES
- Business Entity Selection (S Corp, C Corp, LLC, Partnership)
- Articles of Organization
- Federal EIN
- 2553 S Corp Election
- W9 Form Pre-filed
- Download Transactions from the bank and categorize them into the relevant categories
- Make sure that the bank statement balances match the accounting software (reconciliation)
- Profit & Loss and Balance Sheet statements quarterly and yearly
- Create an individualized plan with strategies to reduce Tax Liability
- Business Consults
- Insurance Audits
- Late Corp Filing Penalty Appeals
- Annual Reports