Our Services

Preparing and filing federal, state, and local tax returns for individuals, businesses, trusts, estates, and real estate professionals. Ensuring clients maximize deductions and credits while remaining compliant with tax laws.

• Federal and state tax returns: Preparing and filing individual tax returns with attention to personal income, deductions, and credits or for the entire family, ensuring all family-related deductions and credits are accurately claimed.
• Estimated tax payments: Assisting individuals who are self-employed or have non-traditional income with quarterly estimated tax payments.
• Amended returns: Filing amended tax returns to correct errors or claim overlooked deductions or credits from previous years.
• Joint or separate filing guidance: Assisting couples in determining whether to file jointly or separately to achieve the best tax outcome.
• Maximizing Deduction & Tax credits optimization:  Deductions include medical expenses, charitable donations, mortgage interest, and state/local taxes; and credits include Earned Income Tax Credit (EITC), Child Tax Credit, and education-related credits (Lifetime Learning Credit, American Opportunity Credit).

Offering advice on tax-efficient strategies to minimize tax liabilities throughout the year. Assisting with planning for significant life events like retirement, real estate sales, business purchases, and investments.

• Proactive tax planning: Working with individuals to structure their finances in a way that minimizes tax liabilities and maximizes savings throughout the year.
• Year-round tax strategy: Helping clients plan for life events (e.g., marriage, children, home purchase) that impact their tax situation.
• Retirement planning: Advising on tax-efficient contributions to retirement accounts like IRAs, 401(k)s, and Roth IRAs to maximize savings.
• Family tax strategies: Helping families plan for major life events like marriage, having children, buying a home, and saving for college, all of which have significant tax implications.
• Filing status optimization: Advising families on the best filing status (e.g., married filing jointly or separately) to maximize tax savings and credits.
• Income splitting and gifting strategies: Providing strategies to minimize taxes by distributing income among family members, using tax-efficient gifting, or taking advantage of lower tax brackets for dependents.

Assisting clients with resolving back taxes, unpaid taxes, and IRS notices; and helping clients get into compliance by filing missing or unfiled tax returns.

• Tax debt resolution: Helping families resolve outstanding tax debts by negotiating payment plans or settling with the IRS.
• Audit representation: Representing families during tax audits, especially in areas like childcare deductions, education credits, and homeownership tax issues.
• IRS and state audit support: Representing clients in the event of an IRS or state tax audit, helping them resolve any issues and reduce potential liabilities.
• Tax compliance checks: Conducting reviews of tax filings to ensure accuracy and reduce the risk of audits or penalties.
• IRS debt negotiation: Assisting clients with outstanding tax debts by negotiating payment plans or settlements (Offers in Compromise) with the IRS.
• Tax lien and levy resolution: Helping clients resolve tax liens or levies on their property or wages by negotiating with the IRS or state tax authorities.
• Penalty abatement: Advising clients on requesting penalty abatement for late payments, late filing, or other tax issues.

We assist with business tax returns (e.g., corporate, partnership, and LLC filings); and advising on payroll taxes, sales taxes, and excise taxes. We offer comprehensive tax services to small business owners can help them manage their finances more effectively and stay compliant with tax laws.

• Annual tax return preparation: Preparing and filing federal, state, and local tax returns for businesses.
• Filing sales and use taxes: Managing the filing of taxes related to product sales or services, ensuring compliance with applicable tax rates and regulations.
• Payroll tax filings: Handling payroll tax reporting and payments for employees, including federal and state withholding taxes, Social Security, Medicare, and unemployment taxes.
• Identifying tax credits: Helping business owners take advantage of available tax credits (e.g., Research and Development Tax Credit, Work Opportunity Tax Credit).
• Maximizing deductions: Ensuring the business properly claims deductions for expenses like home office use, equipment, supplies, and travel.
• Depreciation management: Advising on asset depreciation schedules to maximize tax benefits.
• Sales tax registration and filing: Helping businesses register for and comply with sales tax obligations in different states or regions.
• 1099 and W-2 preparation: Ensuring that contractors and employees receive the correct tax documents on time.
• Payroll tax filings: Handling payroll tax reporting and payments for employees, including federal and state withholding taxes, Social Security, Medicare, and unemployment taxes.

We have experience working with real estate professionals, offering specialized tax services can help them navigate the complexities of the industry and optimize their financial strategies. We work with real estate agents & brokers, mortgage brokers, real estate investors, property managers and appraisers.

• Entity structuring advice: Helping real estate agents, brokers, and investors choose the best business structure (LLC, S-Corp, etc.) to enhance tax benefits and protect assets.
• Deduction Maximization:  Assisting in calculating and claiming home office deductions, vehicle and travel expenses, marketing and advertising costs, professional fees and continuing education for real estate professionals.
• Depreciation schedules for properties: Helping real estate investors take advantage of depreciation deductions for their properties and assets over time.
• 1031 Exchange guidance: Assisting with tax-deferred exchanges of investment properties (Section 1031) to defer capital gains taxes when reinvesting proceeds in a new property.
• Rental income tax reporting: Accurately reporting rental income and ensuring deductions for expenses like repairs, property management fees, and insurance. Advising on the limitations and opportunities around PAL deductions for rental properties; and tax rules for short-term rental properties, such as those listed on Airbnb or VRBO, and calculating self-employment taxes where applicable.
• Qualifying for REPS: Ensuring that clients who spend substantial time in real estate activities meet the IRS requirements for Real Estate Professional Status (REPS), which can unlock significant tax benefits.
• Active vs. passive income distinctions: Clarifying rules around active participation in real estate activities, which can impact how losses are deducted and taxes are calculated.
• Tax advice for house flipping: Offering tax guidance for real estate professionals engaged in flipping properties, ensuring compliance with tax rules on short-term capital gains and business income.