Our Services

Individual Tax Preparation

We prepare federal and state income tax returns for individuals with various sources of income including W-2, 1099, investment income, rental properties, and more. Our experts ensure you claim all eligible deductions and credits.

Form 1040 preparation
State tax return filing
Itemized deductions optimization
Tax credit identification

Strategic Tax Planning

Year-round tax planning services to help you make smart financial decisions that minimize your tax liability. We provide guidance on retirement contributions, investment strategies, and business decisions.

Annual tax projection
Estimated tax payment planning
Retirement account strategies
Investment tax optimization

IRS Audit Support & Representation

Professional representation during IRS audits and examinations. We communicate with the IRS on your behalf and work to resolve issues efficiently.

Audit representation
Notice response assistance
Payment plan negotiation
Penalty abatement requests

ITIN Application Services

Complete assistance with Individual Taxpayer Identification Number (ITIN) applications for those not eligible for a Social Security Number but required to file federal tax returns.

Form W-7 preparation
Document certification
ITIN renewal assistance
Dependent ITIN applications

International Tax Services

Specialized services for non-residents, dual-status taxpayers, and those with foreign income or assets.

FBAR filing (FinCEN Form 114)
FATCA compliance (Form 8938)
Foreign tax credit optimization
Treaty benefit applications

Amended Returns & Prior Year Filing

Correction of previously filed returns and preparation of past-due tax returns to bring you into compliance.

Form 1040-X amendments
Prior year return preparation
Error correction
Refund recovery

Extension Filing

Timely filing of tax extensions to give you more time to prepare your returns without penalties.

Form 4868 filing
Extension deadline tracking
Estimated payment calculation