Tax Preparation & Planning
Tax work should do more than meet a filing deadline. We combine accurate preparation with proactive planning so clients can make better decisions before tax season arrives.
Individual Tax Services
- Federal and state individual income tax returns
- Multi-state individual returns
- Amended returns
- Prior-year and delinquent tax return preparation
- Estimated tax calculations
- Tax projections
- Rental and investment income reporting
- Capital gains and loss reporting
- Retirement and education tax planning
Business Tax Services
- S corporation returns
- Partnership returns
- C corporation returns
- Nonprofit returns
- Trust and estate returns
- Single-member LLC reporting
- Multi-state business filings
- Business extensions and estimated payments
Complex & Specialty Tax Matters
- Foreign-owned entity reporting
- International information returns
- Shareholder and partner basis tracking
- Passive activity and real-estate professional issues
- 1031 exchange reporting
- Cost-segregation coordination
- Reasonable compensation planning
- State nexus and multi-state filing analysis
Tax Planning & Resolution Support
- Year-round tax planning
- Quarterly tax estimates
- Entity tax-structure review
- Year-end planning
- Prior-year return review
- IRS and state notice review, response support, and issue resolution assistance
- Penalty-abatement support
- Tax account transcript and payment reconciliation
Need Help With Something Not Listed?
If it affects your accounting, taxes, payroll, entity structure, compliance, or financial strategy, Strategic Accounting, Tax & Advisory Services can help evaluate the issue and determine the right next step.
