Tax Filing & Strategic Planning

Year-round, proactive tax strategy - not a once-a-year scramble. Senior-led planning and compliance across federal, state and local codes, built to lower what you actually owe and keep you ahead of every deadline.

Technical Components

Entity Tax Planning

C-Corporation (Form 1120): Regular corporation taxation, accumulated earnings tax, personal holding company tax
S-Corporation (Form 1120-S): Pass-through taxation, basis calculations, reasonable compensation analysis
Partnership/LLC (Form 1065): Partnership taxation, special allocations, self-employment tax considerations
Entity Selection: Analysis of optimal entity structure for tax efficiency

Individual Tax Services (Form 1040)

Income Tax Planning: Optimization of deductions, credits and income timing strategies
Investment Tax Planning: Capital gains and losses, wash sale rules, Section 1031 exchanges
Retirement Planning: IRA, 401(k), Roth conversion strategies, required minimum distributions
Multi-State Filing: State tax apportionment and allocation for residents with income in multiple states

Tax Compliance & Reporting

Quarterly Estimated Payments: Calculation and filing of Form 1040-ES for individuals and estimated payments for entities
Extension Filings: Form 4868 (individuals), Form 7004 (entities) and state extensions
Information Returns: Forms 1099, W-2 and other information return preparation and filing
Payroll Tax Compliance: Federal and state payroll tax reporting and remittance

Start with a free guided tool

Clarify your situation, identify key documents, and arrive better prepared for a professional conversation.

Let's lower next year's tax bill

Book a discovery call and we'll map out the planning moves that matter for your situation - before the filing deadline forces your hand.

Contact