Personal Tax Return Preparation
I prepare individual tax returns using your income information, deductions, and other relevant records. I also help clarify filing questions and identify tax provisions that may apply to your circumstances.
Corporate & LLC Tax Return Preparation
Corporations and LLCs may have different filing requirements depending on their tax classification. I prepare business tax returns and review the financial information needed to report income, expenses, and other applicable items.
Trust Tax Returns (Form 1041)
Trusts may need to report income, deductions, and distributions to beneficiaries. I assist trustees with preparing Form 1041 and organizing the supporting information required for federal income tax reporting.
Estate Tax Services & Form 706 Estate Returns
Federal estate tax reporting can involve asset valuations, deductions, and detailed documentation. I assist with Form 706 preparation and help clients understand the information needed for an estate tax filing.
Form 709 Gift Tax Returns
Certain transfers of money or property must be reported to the IRS. I prepare Form 709 gift tax returns and help clients understand when reporting may be necessary, even if no immediate tax payment is due.
Tax Nexus Guidance for Multi-State Businesses
Business activity in another state may create income, sales, or other tax obligations. I help owners examine their activities across state lines and understand potential nexus and filing requirements.
