Tax Services
Availabe Individual Tax Services
The full range of tax services include, but are not limited to:
- Form 1040 (U.S. Individual Income Tax Return): All schedules; estimated payments for federal and states
- Form 1041 (U.S. Income Tax Return for Estates and Trusts)
- Form 5500-EZ (Annual Tax Return of One-Participant Pension Retirement Plans)
- Form 709 (U.S. Gift Tax Return)
- Form 706 (U.S. Estate Tax Return)
- All state returns for the applicable returns above
- Extensions prepared (including projection of tax due with extensions)
- Estimated payment calculations and vouchers
Other Related Services:
- Research and calculate cost basis information for stock and mutual fund sales
- Electronic Filing of Tax Returns
Available Business Tax Services:
The full range of tax services include, but are not limited to:
- Form 1120 (U.S. Corporation Income Tax Return)
- Form 1120S (U.S. Income Tax Return for an S Corporation)
- Form 1065 (U.S. Partnership Return of Income for General and Limited Partnerships and for LLCs)
- Foundations and other Non-Profit Organizations
- All state returns for the applicable returns above
- Extensions prepared (including projection of tax due with extensions
