Our Services

Tax Preparation Services

Individual Tax Preparation

Preparing personal income tax returns (e.g., Form 1040, state returns)
Identifying eligible tax credits (e.g., Earned Income Tax Credit, Child Tax Credit)
Deductions and exemptions (e.g., mortgage interest, student loan interest)

Business Tax Preparation

Preparing tax returns for sole proprietorships, partnerships, corporations (e.g., Form 1120, 1065)
Bookkeeping and financial statement preparation
Tax planning for business structure (LLC, S-Corp, C-Corp)
Employee payroll and employment taxes

Amended Tax Returns

Filing corrections for previously filed returns
Identifying missed deductions or credits
Adjusting tax liabilities or refund amounts

Tax credit Deduction Optimization

Identification of Eligible Tax Credits
Maximizing Deductions
Tax Planning Strategies
Tax Amended Returns for Missed Credits/Deductions Law Compliance and Updates

Tax Audit Support

Representing clients in case of IRS audits
Preparing documents and providing support for audit inquiries
Negotiating settlements with the IRS (e.g., installment plans)

Electronic Filing

Fast and secure electronic submission of tax returns
Direct deposit setup for faster refunds

Budgeting Financial Planning

Personalized budgeting strategies
Year-round tax planning to reduce future liabilities

Self Employment and Freelance Taxes

Filing taxes for contractors, freelancers, and consultants
Reporting self-employment income and deductions (e.g., home office, mileage)
Estimated quarterly tax payments

Tax Education and Consulting

One-on-one tax consulting for individuals or businesses
Educating clients on tax law changes
Helping clients understand their tax obligations and potential liabilities

ITIN Application Assistance

Assisting clients in accurately completing IRS Form W-7, which is the application form for an ITIN.
Helping clients identify and gather the necessary supporting documents
Help with obtaining or renewing Individual Taxpayer Identification Numbers (ITINs)
Ensuring clients provide acceptable documentation to verify their identity and foreign status (e.g., passport, foreign national ID card).

State and Local Tax Filing

Preparation for state and local tax returns
Navigating multi-state tax requirements

BOI (Beneficial Ownership information )

Determining if your Entity is required to file.
Identify Beneficial owners
Filing BOI Report electronically

Budgeting Services

Personalized Budget Planning

Customized budgets tailored to individual or family income and expenses
Assistance in setting short-term and long-term financial goals

Expense Tracking and Analysis

Monitoring and categorizing spending habits
Identifying areas for cost reduction

Debt Management and Reductions

Strategies to pay down debt efficiently (e.g., snowball or avalanche method)
Consolidation and repayment plan recommendations

Savings Plan Development

Setting realistic savings goals (e.g., emergency funds, vacations, retirement)
Automating and prioritizing savings contributions

Financial Coaching and Education

Tips for improving financial literacy
Guidance on making informed spending and investment decisions