Tax Services
Tax Planning & Compliance
- Entity structure optimization and elections
- Multi-state nexus and apportionment
- Quarterly estimated payments & safe harbor
- Credit & incentive reviews (R&D, WOTC)
Tax Preparation
- Business returns: 1120, 1120S, 1065
- Individual returns: 1040 and schedules
- Nonprofit returns: 990, 990-EZ, 990-PF
- State & local filings, franchise and gross receipts
Tax Resolution
- Notices & correspondence (IRS/state)
- Penalty abatement, payment plans, offers in compromise
- Sales/use tax remediation
- Audit representation
Tax FAQs
What’s the difference between tax planning and preparation?
Planning happens year-round to lower your future taxes. Preparation happens after the year ends to file accurate returns.
Do you work with multi-state taxes?
Yes. We analyze nexus, apportion income, and handle filings in each state where you operate or have obligations.
How do quarterly estimates work?
We calculate safe-harbor amounts and send reminders so you avoid penalties, adjusting as your income changes.
Can you help if I’m behind on taxes?
Absolutely. We file past-due returns, set up payment plans, and request penalty relief when possible.
What records do you need from me?
Prior returns, bank/credit statements, payroll reports, and bookkeeping files—plus any major events (loans, asset sales, grants).