The Best CPA Firm for Small Businesses

Tax Preparation Services

  • Personal Tax Preparation

    Income tax preparation for your specific needs, ensuring you meet all deadlines

  • Business Tax Preparation

    CPA dedicated to provide companies with the highest quality corporate tax preparation

  • Entity Structure Optimization

    Structure your business for maximum tax efficiency with expert entity optimization,

  • Tax Compliance Management

    Ensure compliance with ever-changing tax regulations by staying updated on legislative changes

Corporate Income Tax

We understand the complexities and challenges that come with corporate income tax compliance. Our specialized team is dedicated to helping your business navigate these areas efficiently and effectively. We provide expert guidance to help your business stay compliant while identifying opportunities for tax savings.

By thoroughly understanding your operations and financial objectives, we craft solutions that optimize your tax position and enhance your bottom line. We continually monitor legislative updates and industry trends to provide timely advice and strategic planning that keeps you prepared for the future.

Our Corporate Income Tax Services

  • Compliance, including:

  • Consolidated and stand-alone tax returns

  • Multi-state tax returns

  • U.S. reporting for multi-national tax returns

  • Corporate Tax Planning, Projections and Consulting

  • Corporate Tax Structuring

  • State and Local Tax (SALT) Services

  • Business Incentives, including Federal and State Tax Credits

Individual Income Tax

High-net-worth individuals face varying challenges in managing their personal finances. Our individual income tax services are designed to provide you with personalized solutions that optimize your tax position and preserve your wealth. With a deep understanding of complex tax regulations and a commitment to exceptional service, we are your trusted partner in navigating the intricacies of individual income tax.

Our team of experienced tax professionals offers personalized expertise tailored to your specific financial situation. We take the time to understand your unique needs and goals, providing customized strategies that align with your long-term objectives. We develop comprehensive tax plans that minimize your liabilities and maximize your savings, ensuring that you retain more of your hard-earned wealth.

Our Individual Income Tax Services

  • Tax Compliance and Filing of Form 1040

  • Strategic Tax Planning

  • Estate and Trust Tax Services

  • Gift Tax Planning

  • Investment Tax Planning

  • Charitable Giving Strategies

  • Retirement Planning

  • International Tax Services, including 1040-NR

What documents do I need to file my taxes?

      Personal Identification:

  • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and your dependents.

  • Government-issued photo identification.

    Income:

  • W-2 forms from all your employers.

  • 1099 forms for other income, such as independent contractor income (1099-NEC), interest income (1099-INT), dividends (1099-DIV), retirement fund withdrawals (1099-R), rental income, royalties, etc.

  • 1099-G forms for unemployment benefits.

  • K-1 forms for income from partnerships, S corporations, estates, and trusts.

  • Proof of additional income such as tips, rental property, etc.

       Documentation for Deductions and Credits:

  • Receipts for medical, dental, and vision expenses.

  • Mortgage interest statements (Form 1098).

  • Charitable donation receipts.

  • Property tax bills.

  • Proof of tuition and education expenses (Form 1098-T).

  • Proof of student loan interest payments (Form 1098-E).

  • Child and dependent care receipts.

       Account and Payment Information:

  • Proof of foreign bank and financial accounts.

  • Investment documentation: purchase and sale of stocks, dividends, gains, and losses.

  • Proof of state and local taxes paid.