Personal Income Tax Returns

Personal Income Tax Returns

I specialize in more complex individual tax returns. I provide significant value by increasing your tax savings. I specialize in the high level of accuracy that you need for complex filings.

My expertise is best suited to complicated tax situations. This includes:

  • dealing with rental properties,

  • filings across multiple states,

  • incomes from self-employment

  • incomes from one or more business partnerships.

While I can handle simple returns involving just a W-2 form or basic interest from a savings account, my services may be more expensive than necessary for these cases.

Business Tax Returns

Business tax returns are generally more complicated and often require professional assistance, similar to complex individual tax returns.

In my experience, business owners who attempt to do these themselves tend to miss critical details or make errors, affecting not only the business return but also the personal returns of any partners involved.

Business Finance Clean-Up

While not strictly part of tax return preparation, correcting and organizing financial records is often a necessary preliminary step to filing business taxes. This service is crucial for accurate tax filing but is a distinct process and is not typically included in the basic tax preparation fee.

Financial Statement Services

I provide several financial statement services:

  • auditing,

  • review,

  • compilation of business financial statements,

  • annual report financial statements

These services ideal for: construction companies seeking or renewing their state licenses, non-profit organizations, and homeowners' associations (HOAs).

Peer Review Services for CPA Firms

I conduct mandatory peer reviews every three years for other CPA firms.

Qualified peer reviewers tend to be from larger firms and can be very costly. I am a rare small-firm option to meet your licensing requirements.