Year End Tax Planning
“Good fortune is what happens when opportunity meets with planning.” ~ Thomas Edison. I’m with Edison all the way on this! The earlier you start your tax planning, the more opportunities you’ll find and be able to take advantage of. It is critical that you know how the questions, ideas and tax implications to the monetary decisions you make today will affect the outcome on tax day. MORE... |
"Mixed Marriages"
Quick definition of a “mixed marriage” (as coined by PK Tax Services): A couple in which one or both is a wage earner and one or both is self-employed or a business owner. The size of the business is irrelevant but has at least one employee (the spouse). There could also be a side business or a home-based franchise business. There are many scenarios, but all come with their own set of unique tax implications. MORE... |
Tax Preparation and Planning
I can prepare your 1040, 1120 or 1120S and 1065 returns along with assisting you with planning for future tax years. For example, what is the best type of business return for you? If a different type of return would work better for you, I can assist you with changing the filing of the tax return you file currently. I can prepare 990s for my non-for-profit clients as well as assist them with their application for tax-exempt status.
I can prepare your 1040, 1120 or 1120S and 1065 returns along with assisting you with planning for future tax years. For example, what is the best type of business return for you? If a different type of return would work better for you, I can assist you with changing the filing of the tax return you file currently. I can prepare 990s for my non-for-profit clients as well as assist them with their application for tax-exempt status.
Out-of-State and Multi-State Income and Franchise Tax Returns
I have the ability to prepare all 50 state returns whether you are a resident, nonresident or part-year resident of that state. Some states require a variety of tax forms. I can prepare all state returns for your business returns as well.
I have the ability to prepare all 50 state returns whether you are a resident, nonresident or part-year resident of that state. Some states require a variety of tax forms. I can prepare all state returns for your business returns as well.
Tax Compliance Review Programs
Sometimes the IRS and state agencies provide you the opportunity to “come clean” without threat of penalties and interest. If you need assistance with this, I am here for you.
Sometimes the IRS and state agencies provide you the opportunity to “come clean” without threat of penalties and interest. If you need assistance with this, I am here for you.
Tax Forecasting
Did you have a change in your life such as getting married or divorced? Did you have a baby? Did you change jobs? How will this affect your tax situation for this year? For next year? Do you want to know how your tax refund or amount due will change? I can help you with that.
Did you have a change in your life such as getting married or divorced? Did you have a baby? Did you change jobs? How will this affect your tax situation for this year? For next year? Do you want to know how your tax refund or amount due will change? I can help you with that.
Tax Research and Planning
There are so many new tax laws sometimes on a monthly basis. If you have a specific tax issue, this may require a little research. I can research your specific issue and assist you with preparing your returns.
There are so many new tax laws sometimes on a monthly basis. If you have a specific tax issue, this may require a little research. I can research your specific issue and assist you with preparing your returns.
IRS Audits and Collection Problems
If you are unfortunate enough to have the IRS or state agency audit you personally or audit your business, I can represent you so that you are not alone in the process. You should not have to handle the IRS and state agencies alone.
If you are unfortunate enough to have the IRS or state agency audit you personally or audit your business, I can represent you so that you are not alone in the process. You should not have to handle the IRS and state agencies alone.
Representation before Federal and State Agencies
Ever receive a “love letter” from the Internal Revenue Service? Or any of the state revenue departments? Too afraid to open them? Well, I can open them for you! I will respond to them accordingly – it all depends on what they are asking for.
Ever receive a “love letter” from the Internal Revenue Service? Or any of the state revenue departments? Too afraid to open them? Well, I can open them for you! I will respond to them accordingly – it all depends on what they are asking for.
Back years tax returns
Have you not filed your tax returns for a year? Two? Five? Do not worry! The Internal Revenue Service welcomes all back with open arms.
I have the ability to prepare as many years returns as needed to bring you back into compliance with the IRS or the state agencies.
Have you not filed your tax returns for a year? Two? Five? Do not worry! The Internal Revenue Service welcomes all back with open arms.
I have the ability to prepare as many years returns as needed to bring you back into compliance with the IRS or the state agencies.
Business Start-Ups
Ever thought about starting a business? If so, you may have dozens of questions and it can be hard to know where to turn. I am available to guide you along the way and cheer you on as your business grows.
Ever thought about starting a business? If so, you may have dozens of questions and it can be hard to know where to turn. I am available to guide you along the way and cheer you on as your business grows.
Saving Taxes for Small Businesses
You work hard for your money and you are entitled to take advantage of all the tax breaks allowed for a small business. There are so many credits and expenses available to small businesses that it may be difficult to be aware of all of them. I will keep you apprised of the new and existing breaks available to you.
You work hard for your money and you are entitled to take advantage of all the tax breaks allowed for a small business. There are so many credits and expenses available to small businesses that it may be difficult to be aware of all of them. I will keep you apprised of the new and existing breaks available to you.