Form 1040 is the foundational tax return for individuals, used to report income, claim deductions and credits, and determine tax liabilities or refunds. As your tax preparer, we ensure all sources of income are accurately documented and help identify deductions or credits that can reduce your tax burden. Whether you’re filing a straightforward return or dealing with more complex scenarios like self-employment income or investment gains, we streamline the process and safeguard you from compliance issues.

Partnerships file Form 1065 to report their financial activity, with income and deductions passed through to the partners. Accurate preparation of this form requires detailed documentation of the partnership’s income and expenses, as well as issuing Schedule K-1s to partners. We handle these responsibilities, ensuring that each partner’s share is accurately reflected and reported. Additionally, we provide insights to help you structure your partnership operations in a tax-efficient manner.

Form 1120-S is designed for S corporations, which pass income, losses, and deductions through to their shareholders. Preparing this form involves allocating income and expenses correctly among shareholders and issuing Schedule K-1s for individual reporting. We manage this process seamlessly, ensuring compliance with IRS regulations and helping you leverage the benefits of S corporation taxation. Our expertise ensures that your shareholders’ tax filings align with the corporation’s return.

C corporations use Form 1120 to report their income, deductions, and tax liabilities. Filing this form requires meticulous record-keeping and a clear understanding of corporate tax laws. We prepare your return with precision, ensuring all income and expenses are accounted for while identifying potential deductions, such as business expenses and depreciation. Beyond filing, we provide year-round tax planning strategies to help your corporation effectively manage its tax obligations.

Nonprofit organizations file Form 990 to report their financial activities and maintain transparency with the IRS. Proper filing is crucial for retaining tax-exempt status and fostering trust among donors and stakeholders. We prepare accurate and comprehensive Form 990 filings, ensuring all required disclosures are made. Additionally, we provide advice on compliance and financial reporting to help your organization demonstrate accountability and adherence to IRS requirements.

Form 709 is used to report taxable gifts and allocate lifetime gift and generation-skipping transfer tax exemptions. Navigating the complexities of gift taxation can be challenging, but we simplify the process by preparing your return with accurate calculations and thorough documentation. We also provide strategic advice on how to utilize your lifetime exemption effectively, minimizing tax consequences while aligning with your estate planning goals.

While the forms listed above are among the most common we handle, our expertise extends to many other tax forms and filing requirements. If you need assistance with a tax form not mentioned here, please don’t hesitate to contact us for more details. We’re here to provide personalized solutions tailored to your specific needs.