OUR SERVICES
Corporate & Personal Taxes
When it comes to taxes, leave them to us
We offer Remote & In Person Taxes Year-Round!
CORPORATE TAX PREPARATION
Our corporate tax services are tailored to meet the unique needs of businesses of all sizes. We specialize in navigating complex tax regulations to optimize your tax position.
Our team provides strategic planning and compliance assistance, ensuring your business complies with all tax laws and regulations.
We focus on maximizing tax efficiencies and minimizing liabilities, offering bespoke solutions that align with your business goals.
Whether it’s handling intricate corporate structures, managing cross-border transactions, or advising on tax implications of business decisions, our expertise covers all aspects of corporate taxation.
PERSONAL TAX PREPARATION
Our personal tax services cater to individuals seeking comprehensive tax assistance. We understand that personal tax management can be daunting, and our goal is to simplify the process for you. Our services include thorough assessment of your financial situation, ensuring you benefit from all available tax deductions and credits.
We provide expert guidance on tax planning, estate planning, and investment strategies, tailored to your unique financial goals. From filing accurate and timely tax returns to advising on complex tax issues, our dedicated team is here to assist you every step of the way.
OUR TAX PREPARATION SERVICES INCLUDE:
- Remote & In-Person Preparation
- Preparation of individual tax returns
- Business tax return filing for corporations, partnerships, and sole proprietorships
- Non-profit tax return preparation
- Estate and trust tax preparation
- Assistance with tax extensions and amendments
- Tax planning and forecasting for individuals and businesses
- State and local tax compliance and advisory services
- Assistance with tax audits and inquiries
- Capital gains and investment income reporting and advice
Don’t wait to get your taxes in order! We’re here to make tax time stress-free and efficient for you. With our expert guidance, you can relax knowing you’re making the most of your financial situation.
Let’s tackle your tax needs together – we have 4 Steps to started:
Step 1
Complete Your Client Organizer (Tax Questionnaire)
You will receive a Personal Invitation link to create your login. This organizer replaced the traditional paper questionnaire and allowed you to securely provide basic tax information, answer key questions. This step takes 10-15 minutes.
Step 2
Upload Your Tax Documents
After completing the organizer, you’ll upload your tax documents directly into the portal, such as W-2s, 1099s, mortgage interest statements, and other tax-related forms. Everything is securely stored in one place, eliminating emails, or multiple portals. If you choose to come in, we will assist you with your upload.
Step 3
Review Your Return With Dina
Once your return is complete, you’ll receive a text notification letting you know it’s ready to be reviewed with Dina. At this stage, the new software will schedule a time to speak with Dina to go over your return, answer any questions, and make sure everything is accurate before filing.
Step 4
Final Review, Signatures & Filing
After your meeting with Dina and approval of your current tax year, you will be able to do the following in the software:
- Review your return
- Sign required authorization forms electronically
- Complete payment if applicable
- Keep your copy of finalized, signed tax returns for this year.
Do you own an LLC or another type of corporation?
Get Your BOI Report Today!
The clock is ticking: get your Beneficial Ownership Information Report filed today. Don’t delay, because concealing ownership through shell companies is coming to an end. As of January 1st, 2024, the Corporate Transparency Act demands transparency. Delaying exposes you to potential fines and hinders legitimate business activities.
Protect your future, avoid hassle, and join the fight against financial crime – file your report now. It’s quick, free, and the first step towards a more secure financial environment. Don’t wait – act now.
