tax preperation

  • Individual, Business and non-profit. Individual taxes are 1040-EZ, 1040-A and 1040; business taxes are corporate and partnership returns, non-profit taxes are 990-N, 990-EZ & 990. I currently offer Efile and may expand into other services soon.
  • Consultation Services These services apply to married, divorced, having children, starting a business, ending a business, moving, debt consolidation, or anything that may cause a change in a clients tax situation.
  • Tax Liability Assessment Often people take money out of retirement plans early to pay for large, unanticipated expenses or try to pay off credit card debt. We can meet to explore other options and to make sure they are having adequate income tax withholding taken out on their withdrawal. Many people take these sort of withdrawals without any idea of the tax consequences and end up owing a large tax liability at year end.
  • Quarterly Estimate preparation