Tax Planning & Preparation

TAX PREPARATION SERVICES

We prepare personal and business tax returns for our clients while also projecting taxable income to calculate quarterly estimated federal and state taxes.

Partnership Tax

Return of Partnership Income
(Form 1065)

Corporate Tax

Corporate Income Tax Return
(Form 1120 / 1120S)

Estate & Trust Tax

Tax Return for Estates & Trusts
(Form 1041)

You should know the difference between sales and use tax because consumers are liable for both.  It is up to...
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The Social Security Administration (SSA) has announced that the wage base for computing the Social Security tax (OASDI) in 2019...
Taxpayers who do not pay prescribed amounts of tax during the year through withholding or estimated payments are subject to...
The IRS has released the final version of the 2018 Form 1065 (U.S. Return of Partnership Income) and draft instructions...
If you don’t pay enough tax through withholding and estimated tax payments, you may be charged a penalty. Individuals, including...
A significant new tax deduction was provided by the 2017 the Tax Cuts and Jobs Act (the Act). For tax...
The business deduction for meals & entertainment expenses has been changed. Congress has historically been skeptical that businesses claim expenses...
Complete your annual income tax organizer and meet with a financial information professional today.  A CPA will prepare your individual...
As the end of the year approaches, it is a good time to think of planning moves that will help...
House lawmakers passed the Tax Reform 2.0 bill on Friday, September 28th.  The bill amends the Internal Revenue Code of...
The Tax Cuts and Jobs Act passed in December 2017 affects your tax.  Now is a good time to work...
The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package that will affect your 2018 income...