Our Services

    Steps to use our Tax Preparation Services

  • Fill the appropriate tax questionnaire for your individual or business needs (see organizers on the right or the ones in the client portal) and gather all necessary documents.

  • Sign in to our website as a client using the "Client Login" link.

  • Review and e-sign the engagement letter to confirm our tax preparation services.

  • Submit the completed questionnaire and supporting documents via our secure client portal.

 

Our team will review the documents and prepare your tax return, and upload it to the client portal for your review.

 

For questions, schedule an appointment to discuss your tax return, or use the portal's chat feature for quick assistance.

 

To securely share documents, user our client portal app to upload scanned copies. 

 

No offies visits are needed - our streamlined process ensures your tax return is filed accurately and in a timely manner.

Personal Tax Preparation

 

Maximize tax savings with our specialized individual tax preparation services.

 

  • 1040, 1040X and 1040NR
  • Dual status
  • Foreign earned income exclusion, Foreign tax credit
  • Tax treaty, FINCEN 114, FATCA, PFIC
  • ITIN

Entity Tax Preparation

 

Protect your assets beyond a will with our full range of tax and planning services to benefit your beneficiaries.

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  • 1041 Estates, Complex and Simple Trusts, Revocable and Irrevocable trusts
  • Generation skipping transfers (Form 706)
  • Gift tax returns (Form 709)
  • Death/Estate taxes

Business Tax Preparation

 

Stay informed of potential tax savings and ensure accurate tax liabilities with our expertise in the latest federal, state, and local tax legislation.

 

  • Sole propritorship
  • Limited liability company or partnership
  • Corporation (C or S)
  • Partnership
  • Non-profit orgaization

Other Services

 

  • Tax Planning
  • Bookkeeping
  • Payroll Services
  • Retirement Tax Planning
  • IRS Resolutions
  • ITIN
  • Registering a new business
  • Incorporation Assistance
  • Non-profit
  • Other business services
  • Notary Services

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