Tax and Consulting Services

  • Personalized income tax preparation

  • Sole Proprietor, Partnership, S and C Corp tax return preparation

  • Estate tax returns (final 1040, 1041, 706 and gift returns)

  • Multi-state tax returns

Tax Preparation

  • Quarterly & year-end tax forecasting

  • Strategic tax timing (income deferral & deduction acceleration planning)

  • Choosing the right retirement accounts

  • Favored investment vehicles (real estate, oil and gas, limited partnerships)

  • Social Security timing strategy

  • Avoiding IRMAA surprises in retirement

  • Strategic philanthropy for tax-savvy donors

Individual Tax Planning

  • Quarterly & year-end tax forecasting

  • Entity selection & tax impact advisory

  • Reasonable compensation review & strategy for S-Corps

  • Strategic tax timing (income deferral & deduction acceleration planning)

  • Retirement plan design & setup

  • Business vehicle optimization

  • Home office deduction analysis

Business Tax Planning

  • Maximize depreciation with cost segregation

  • Real estate professional and active status evaluation

  • Passive activity grouping elections

  • Installment sale planning

  • Section 1031 Exchanges, DSTs and real estate partnerships

  • Strategic tax timing (income deferral & deduction acceleration planning)

Real Estate Investor Tax Planning

  • Prior year filings

  • IRS and FTB responses to notices

  • Tax representation

Tax Resolution Services