Areas of Expertise
Small Business Services
Tax Preparation
Federal Entity Level Returns
State Entity Level Returns if applicable
Tax Returns for S-Corporations (1120S), Partnerships (1065) & Sole Proprietorships (Schedule C) & LLCs (Schedule C or 1065)
Tax Planning
Maximize Deductions
Maximize Credits
Entity Selection
Accounting Services
Bookkeeping - Initial Set-up
Ongoing bookkeeping
Financial statement preparation
Individual Services
Tax Preparation
Federal Income Tax Returns & Related Schedules
State Income Tax Returns & Related Schedules
Areas of expertise include:
Equity compensation
Rentals, including Airbnbs & Vacation Rentals
Schedule C businesses
Tax Planning
Maximize Deductions
Maximize Credits
Estimated Payments
Equity Compensation
Tax implications of exercising ISOs and NQOs
Tax implications of selling stock acquired through equity compensation plans (RSUS, ISOs, NQOs, & ESPPs)
Retirement accounts & IRAs