Federal and State Tax Preparation
Federal and State Tax Preparation
Every return is reviewed with care to ensure accuracy and maximize eligible deductions and credits.
- Preparation and e-filing of federal and state returns
- All filing statuses and income types (W-2, 1099, investments, etc.)
- Multi-state and part-year resident returns
- Dependents, education credits, and child tax benefits
- Filing extensions and amended returns
Tax Planning & Strategy
Federal and State Tax Preparation
Proactive tax planning can reduce surprises, minimize liability, and help you make smarter decisions throughout the year.
- Mid-year and year-end tax projections
- Tax-saving strategies for wage earners, retirees, and high-income individuals
- Planning around bonuses, stock options, and investment income
- Estimated tax payment planning and withholding review
- Strategy for Social Security, RMDs, and retirement income
Life Events and Transitions
Major life changes often bring tax consequences. We help you navigate those moments with clarity and confidence.
- Marriage, divorce, and household changes
- Buying or selling a home
- Education costs and student loan repayment
- Retirement, inheritance, or major gifts
- Income changes and career transitions
IRS Notices & Representation
IRS Notices & Representation
If the IRS reaches out, you don’t have to face it alone. We step in, explain what’s happening, and help resolve the issue.
- Response to IRS and state tax notices
- Prior-year returns and non-filer assistance
- Installment agreements and penalty relief
- Identity Protection PIN (IP PIN) filing and support
Specialized Support
IRS Notices & Representation
Specialized Support
When your return gets more complex, we bring clarity and expert-level support.
- Reporting cryptocurrency transactions and digital assets
- Rental property income and expense tracking
- Passive activity loss rules and tax basis calculations
- K-1s from investments or small businesses
- Health Savings Accounts (HSAs) and flexible benefit plans