Tax compliance services offered generally encompass income tax return preparation, state & local franchise tax return preparation, and quarterly estimate tax calculations. These professional services are designed to assist a taxpayer in complying with both federal and state income tax law, and are backward looking in nature.
Federal Income Tax Return Preparation
- Individual Tax Returns (Forms 1040 and 1040NR)
- Business Tax Returns (Forms 1120, 1120S, 1065, and 1040 Schedule C)
- Homeowners Association Tax Returns (Form 1120H)
- Trust and Estate Tax Returns (Forms 1041 and 706)
- Gift Tax Returns (Form 709)
- Amended Tax Returns (Forms 1040X, 1120X, etc)
Outbound & Inbound Foreign Obligations
- US Owners with Foreign Activity (Forms 5471, 8865, 8858, 8938, and FBAR)
- Foreign Owners with US Activity (Form 5472)
State Income Tax Return Preparation
- Great familiarity with all state DORs and compliance obligations
- Multi-state tax compliance for both individuals and businesses
Quarterly Income Tax Estimates
- Complimentary "safe harbor" quarterly estimates provided with tax returns
- Quarterly provisions