Services
We Offer Various Levels of Tax Preparation and Advisory Services
Through our Bronze, Silver, Gold, and Platinum Packages. See the Contact Us page for ways to reach us.
Bronze
Basic tax preparation for individuals, including federal and state filings and standard deductions.
Ask about pricingSilver
Includes all Bronze services plus additional tax planning and guidance for small business owners.
Ask about pricingGold
Comprehensive tax preparation, planning, and advisory for individuals and businesses with moderate complexity.
Ask about pricingPlatinum
Full-service package for high-net-worth individuals, businesses, international tax, and specialized services.
Ask about pricingTax Preparation
- Preparation and filing of federal, state, and local tax returns.
- Calculation of tax liabilities, deductions, and credits.
- Electronic filing (e-filing) of tax returns.
- Assistance with tax planning to minimize future tax liabilities.
- Guidance on tax-saving strategies and deductions.
Business Tax Preparation
- Preparation and filing of business tax returns (corporate, partnership, S-corporation, LLC).
- Calculation of business tax liabilities, deductions, and credits.
- Assistance with payroll tax reporting and filing.
- Preparation of quarterly estimated tax payments.
- Support for sales tax and other business-related taxes.
Tax Planning & Consulting
- Strategic tax planning to minimize tax liabilities.
- Guidance on tax implications of major financial decisions (investments, real estate transactions).
- Estate and gift tax planning.
- Retirement planning and tax-efficient withdrawal strategies.
- International tax planning for individuals and businesses with cross-border activities.
IRS & State Tax Representation
- Assistance with IRS audits and correspondence with tax returns prepared by our office.
- Representation before the IRS or state tax authorities with tax returns prepared by our office.
- Negotiation of payment plans and tax settlements with tax returns prepared by our office.
- Filing of amended tax returns to correct errors or claim missed deductions.
- Referral to another tax professional if needed for disputes or appeals.
Specialized Tax Services
- Preparation of complex tax returns (high-net-worth individuals, self-employed, rental property owners).
- Support for expatriates and non-resident aliens with U.S. tax obligations.
- Assistance with trust and estate tax returns.
- Guidance on cryptocurrency taxation and reporting.
Tax-Loss Harvesting
- Strategically offset gains with losses to minimize tax burden.
- Identify opportunities to sell underperforming assets to reduce taxable gains.
- Maximize after-tax returns and reduce overall tax liability.
- Provide flexibility in managing your investment portfolio.
Pre-Tax to After-Tax Conversions
- Convert 401(k) or Traditional IRA to Roth IRA to manage future tax liabilities.
- Personalized analysis of tax implications and conversion strategies.
- Guidance on timing and tax-efficient conversion amounts.
Tax Education & Training
- Workshops and seminars on tax topics and updates.
- One-on-one consultations to explain tax issues and strategies.
- Educational resources and tools for tax planning and preparation.
Ready to get started?
Contact us today to learn which package suits your needs or to schedule a consultation.