We know that tax season can be stressful, that’s why we have designed our services to help make filing your individual tax return quick and easy. We work with our clients to lay out strategies to maximize deductions and credits in order to minimize their tax liability. Our services include:

• Preparing annual income tax returns and extensions

• Working with sub-contractors and freelancers to determine self-employed income

• Calculating passive income for rental real estate, royalties and partnership interests

• Advising clients about tax planning opportunities including:

  • Advantages of making retirement plan contributions

  • Determining quarterly estimated tax payments to avoid penalties

  • Reviewing past information to amend previous returns

• Helping clients respond to letters from the IRS and state and local tax authorities