Service Detail
Tax Filing & Strategic Planning
Proactive tax planning and compliance services with technical expertise in federal, state, and local tax codes.
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
Need Tax Planning Help?
Contact us to optimize your tax position.
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