Taxes

Whether you need help with tax strategies and planning, or simply filing your tax return, we can help. We work remotely, primarily over email, and use secure file transfer systems to handle your sensitive information. Most returns will be filed electronically on your behalf. 

Our expertise includes:

Nonprofits (990 & 990-EZ Filers) 

• Political activity and lobbying
• Related entities
• Public charity test
• Required disclosures

Individuals (1040 Filers):

• Rentals
• Children and college
• Retirement
• Capital gains
• Other deductions & credits
• Estimated tax planning

Small Businesses (Schedule C and 1120-S Filers)

• Entity selection
• S-Corp payroll
• Estimated tax planning

Everyone!

• New tax legislation
• IRS correspondence and notice response