Our Services

Individual Tax Services

1040 and following common schedules:

Schedule A

Schedule B

Schedule D

Schedule E

 

We provide the following individual tax services and include advisory services:

  • Federal, state, and local income tax returns for all 50 states including Washington D.C. and multi-state.

  • Family taxes

  • Investments (interest, dividends, capital gains, K1’s, foreign, etc.)

  • Rental real estate and investment property (Airbnb, vacation rentals, 1031 exchanges, etc.)

  • Foreign financial and bank reporting such as FinCEN

  • Personal tax planning, estimated tax payments, and tax minimization strategies

  • Retirement planning

  • Representation before the IRS and state authorities such as interest and penalty abatements and payment agreements

  • And more...

Small Business Services

Sole Proprietorships (Schedule C)

S Corporations (1120S)

Corporations (1120)

Partnerships (1065)

 

We provide the following self-employed, small business tax services and include advisory services:

  • Federal, state, and local tax filings

  • Startup assistance and entity structure planning

  • LLC and EIN registration

  • Quarterly and annual tax filings

  • Sales, payroll tax, and personal property tax returns

  • 1099 Preparation

  • Estimated tax payments, retirement planning, and tax minimization strategies

  • And more…

Cryptocurrency

 

We assist our clients in all complicated cryptocurrency tax and compliance matters and include advisory services such as:

  • Cryptocurrency accounting and reconciliation by importing all of your transactions from exchanges, wallets and blockchains

  • Airdrops, forks, ICOs, gifts, exchange shut-down and thefts

  • Staking. farming, lending, and mining

  • Margin trading, DeFI, and NFTs

  • Foreign financial reporting for exchanges abroad

  • Monthly, quarterly, semiannually, and annually reports for tax planning

  • And more…