Our Services
We take the stress out of managing your tax needs—whether it's federal and state returns, comprehensive bookkeeping, or Schedule C/E forms.
As an AFSP - Annual Filing Season Program 2025 member, we stay up-to-date on the latest regulations to ensure you’re always in good hands.
Federal Tax Return Prep
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Comprehensive Tax Filing: Preparation of individual federal tax returns in compliance with current IRS regulations.​
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Maximization of Deductions and Credits: Identification and application of all eligible deductions, credits, and exemptions to reduce your tax liability.​
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Detailed Financial Review: In-depth analysis of your financial documents, including income, expenses, and applicable forms (W-2, 1099, etc.), to ensure accuracy.​
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Advanced Tax Software: Use of the latest technology to prepare and e-file your tax returns securely and efficiently.​
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Personalized Tax Planning: Tailored advice to optimize your tax strategy, both for the current filing and future planning.
State Tax Return Prep
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State-Specific Compliance: Preparation of state tax returns in accordance with local tax laws and requirements.
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Deductions & Credits Optimization: Identification of state-specific deductions, exemptions, and credits to minimize tax liability.
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Accurate Filing: Detailed review of income, deductions, and credits to ensure accuracy in your state return.
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Multi-State Filing: Expertise in preparing tax returns for clients who are required to file in multiple states, ensuring all state-specific rules are adhered to.
Bookkeeping Services
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Accurate Financial Record-Keeping: Daily tracking of business transactions, including income, expenses, and other financial activities.
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General Ledger Management: Organization and maintenance of your general ledger to ensure all financial data is up-to-date and accurate.
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Bank Reconciliation: Regular reconciliation of bank accounts to ensure consistency and accuracy between your business records and bank statements.
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Financial Reporting: Preparation of monthly, quarterly, and annual financial statements to provide insights into your business’s financial health.​
Schedule C&E Forms
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Schedule C (Profit or Loss from Business): Preparation of Schedule C for self-employed individuals, including sole proprietors and freelancers, to report business income, expenses, and deductions.
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Income & Expense Tracking: Detailed tracking and reporting of business income and expenses, including supplies, equipment, and other deductions that may reduce taxable income.
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Schedule E (Supplemental Income): Preparation of Schedule E for rental property owners, partners in a partnership, and individuals with other types of supplemental income, including royalties and trust distributions.
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Deductions & Depreciation: Identification and application of business deductions, depreciation, and tax credits specific to Schedule C and E filings.
Schedule D Forms
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Expert Preparation: We handle the accurate preparation and filing of Schedule D forms for your capital gains and losses.
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Maximize Tax Savings: Our team helps identify opportunities to reduce your tax liability by offsetting gains with losses.
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Comprehensive Investment Reporting: We ensure all types of investment transactions, including stocks, bonds, and real estate, are correctly reported on your Schedule D.