Tax Returns

We review your tax returns for the last three years (or longer in some situations). We'll looked for missed deductions, credits, depreciation and other tax reduction opportunities. We'll also check for any lingering tax liability. This process will create a tax profile for you that we will use to prepare your current year return.

We go to great lengths to ensure your tax returns are accurate and that positions are properly supported. In the event that the IRS does select a return that we prepared for review, we will represent you before the IRS.. Customers get the added comfort knowing that we stand behind our work.

*restrictions apply

Once your tax return is completed and filed we will give you a tax planning guide that provides easy to follow personalized advice to help you to reduce your taxes and save for the future.

We specialize in Form 1041 – Income Tax Return for Estates and Trusts, 706 Gift tax returns, 709 Estate tax. We help families through this difficult time. 

Taxpayers who lived in another country for all or part of the tax year face special tax laws. We've lived abroad for several years and know how to navigate these tricky waters. We can prepare your return no matter what country you are currently residing in. Contact us to learn more about overseas services.

We're a big fan of S election corporations & limited liability companies because they avoid double taxation but this tax reduction comes with some very unique filing requirements. Poor record keeping leads to poor returns and can inflate taxes for your shareholders and partners. We can help you to avoid these pitfalls.

Sole Proprietors are selected for audits more than any other business entity. This makes accurate bookkeeping and tax returns very important. We often recommend that Sole Proprietors create a separate business entity such as an S Corp and we can help you to do that.