• Businesses

• Individuals

• Specialty

• Representation & Resolution

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• Business Tax Preparation

  1120s

  S Corp Tax Return

  1065

  partnership tax return

  1120

  c corp tax return

  • All business tax preparation comes with:
    • Tier 1 Strategic Business Review
      
    • Tier 1 Tax Planning
      
  • Designed for businesses ​from start-ups with no revenue mature businesses with Gross Receipts ​up to 50MM+.

  Integrated

  • Accounting,
  • Outsourced CFO and Advisory Services
  • Coaching and Consulting

  Tax Planning

  • Year Around Support
    
  • Advanced Tax Strategies 
    

  • Form 990 - Non-Profits
  • Form 1041 - Estates & Trusts
  • QBI Tax Filings (2018 Tax Cuts)​

  Multi-State Tax Returns

  • ​Regional Businesses
    
  • Head Quarters and Divisions
    
  • Employees or Contractors working out-of-state
    
  • Assignments and Jobs over state lines

  • Business Development & Growth Strategies 
  • Retirement Planning
  • Mergers, Acquisitions, and Liquidations

  • ​COVID-19 response and opportunities
    • PPP, EIDL, State Loans & Grants
      
    • PPP Forgiveness - planning & strategies.
  • And Much More!

  The first step is scheduling a free no pressure discovery call to identify your needs and our solutions.

  Schedule a Discovery Call
• Individual Tax preparation

  Form 1040

  State Tax Returns

  All 50 State(s)

  Tax schedules A, C, D, E, and others

  • All individual tax preparation comes with:
    • Investment / Retirement Account Review
    • W4 Withholding Review
    • Tier 1 Tax Planning
  • Maximizing itemized deductions
    

  • Tax Planning Services
  • ​QBI Tax Filings (2018 Tax Cuts)​
  • Retirement & wealth building - planning & strategies
  • Buying & Rent analysis
  • Home Based Businesses, Start Up's, Side Gigs, and Part-Time businesses (Schedule C)
  • Expats living overseas permanently or temporary
    • FBAR
  • Investment & capital gains planning & strategies
  • Rental property - including planning & strategies
  • Estate and gift planning

  Cryptocurrency

  Multi-State Tax Returns

  • ​Clients who have moved during the tax year
  • Clients who work in one state or reside in another
    

  • COVID-19 response and opportunities
    • ​​PPP, EIDL, State Loans & Grants
    • PPP Forgiveness - planning & strategies

  • And Much More!

  The first step is scheduling a free no pressure discovery call to identify your needs and our solutions.

  Schedule a Discovery Call
• Other Tax Services
  

  • FBAR, Tax Treaties, and related Expat Tax Preparation and Filings
  • Payroll Tax Fillings (including amendments)
  • State Sales Tax Filings
  • State & Local Property Tax Filing (ex. Maryland Personal Property Tax)​
  • Tax Research & Specialty Filings

  R&D Tax Credits
• ​IRS and State Tax Representation (Resolution) Services

  • Missing Tax Fillings and unfiled Tax Returns
  • ​Amended tax returns and related corrections
  • IRS and State Audit Defense
  • CP2000 Notices & Response
  • State Sales Tax Audit - Coordination, Defense
  • Interest and Penalty Abatement

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