Tax Services

Tax optimization requires more than compliance. It demands foresight and money-saving knowledge that is too often gatekept and hard to find. Our years of knowledge and technical resources allow us to work across jurisdictions and structures to identify opportunities that are tailored to you. We work with everyone from high-net-worth individuals, complex business structures, and institutional clients to ordinary individuals, gig workers, contractors, and families to develop comprehensive tax strategies that minimize liability while maintaining full compliance.

Compliance Services

  • Individual Tax Returns (1040)
  • Sole Proprietors (Sch C)
  • Gift Tax & GST Returns (709)
  • Estate Tax Returns (706)
  • Trust Tax Returns (1041)
  • Partnership Tax Returns (1065)
  • S-Corp Tax Returns (1120-S)
  • Corporation Tax Returns (1120)
  • Non-Profit Tax Returns (990, 990-EZ, 990-N)
  • Private Foundation Tax Returns (990-PF)
  • UBIT (Unrelated Business Income Tax) (990-T)
  • HOA (Homeowner’s Associations) (1120-H)
  • Real Estate Investment Trusts (1120-REIT)
  • Foreign Bank Account Reporting (FBAR / FinCen 114)
  • Limited Liability Companies

Ask us if you don’t see a service listed here

Compliance Issues

  • State & Local Tax (SALT) Services
  • Tax Credit & Incentive Analysis
  • Back Tax Filing & Resolution
  • IRS Representation & Penalty Notices
  • IRS Audit Support
  • IRS Collections & Debts
  • Year-Round Tax Planning & Estimates
  • Support and Planning for Individuals and Small Businesses
  • Large Asset and Stock Acquisitions
  • PET/PTET (Pass-Through Entity Tax) Elections
  • Rental Real Estate & Transactions
  • Sec. 1031 Exchanges
  • Partnership Waterfall & Targeted Allocations
  • and more!