Tax Planning
- Retirement plan tax optimization including Traditional IRA, Roth IRA, SEP IRA, 401(k), pension plans, & Roth conversions
- Tax-loss harvesting & tax-gain harvesting
- Charitable giving strategies
- 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
- Qualified business income (QBI) deduction optimization
- Pass-through entity tax deduction in coordination with SALT cap
Tax Preparation & Bookkeeping
We can prepare & 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 & local jurisdiction tax returns
- Amended tax returns
We also offer bookkeeping services using QuickBooks Online (monthly, quarterly, semi-annual, or annual)