We can prepare and advise on multiple tax return types:

- Form 1040 (Individual Tax Return)
- Form 1041 (Trust & Estate Tax Return)
- Form 1120-S (S Corporation Tax Return)
- Form 1120 (Corporation Tax Return)
- Form 1065 (Partnership Tax Return)
- Form 709 (Gift Tax Return)
- International Tax: FBAR, Form 8938, Form 3520, Form 5471, Form 5472
- State and local jurisdiction tax returns

If you would like any information on forms not listed above please contact us.

In addition to tax preparation, we offer proactive tax planning & bookkeeping services:

- Retirement plan tax optimization including Traditional IRA, Roth IRA, SEP IRA, 401(k), & pension plans

- Entity selection tax consulting (e.g. S corporation vs. LLC for tax savings)

- Business deduction planning including bonus depreciation, Section 179 expensing, home office deduction, & more

-Bookkeeping services using QuickBooks Online (monthly, quarterly, semi-annual, or annual)