Exclusive Services
Our exclusive services are designed to deliver high-level tax expertise and personalized financial guidance. We specialize in complex individual and business tax preparation, strategic tax advisory, and comprehensive tax resolution services. Whether you need accurate filing, proactive planning, or support navigating IRS matters, our firm provides trusted, expert-driven solutions tailored to your unique needs.
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Individual Tax Return Preparation
High-value, compliant, accurate filing for individuals including:
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Prior-year returns
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Amendments
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Multi-state filings
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Investment income
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Self-employment schedules
2
Business Return Preparation
We provide tax preparation for all non-1040 entities including:
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Corporations
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S Corporations
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Partnerships
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Single-member LLCs
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Estates & Trusts
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Gift Tax
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Nonprofit Organizations 501(c)(3)
3
Tax Advisory & Consultations (Tax Strategy)
We offer tax advisory services and consultations (tax strategy) including:
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Tax / estate planning
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Entity selection & restructuring guidance
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Capital gains planning
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Year-round advisory
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Business consulting
4
Tax Resolution Services
We will also assist you with Tax Resolution Services including:
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Currently Not Collectible (CNC)
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Penalty Abatement Requests
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Transcript Review via Tax Information Authorization/POA
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Complianace Plans
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Installment Agreements (IA)
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Offers in Compromise (OIC)
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Get in Touch
Have questions or need guidance? Contact us today and our team will be happy to assist you.