Beyond Filing
Strategic Tax Preparation for Complex Businesses & Individuals
Meticulous preparation and filing of all corporate, personal, and specialized returns (trust, sales, property), designed to ensure compliance and prevent costly audits
Beyond the Forms: Precise Filing and Strategic Optimization by Entity Type
Business/Corporate Returns (1120, 1120S, 1065, Schedule C): We perform a Strategic P&L Review to maximize legal legal deductions, rigorously applying the latest tax code to minimize corporate liability.
Personal Tax Returns (Form 1040): We conduct a Holistic Income Review to verify all sources (W-2, 1099, K-1) and ensure seamless, compliant reporting, reducing the risk of IRS scrutiny.
Trust & Estate Returns (Form 1041): We track income, principal, and distributions accurately to meet fiduciary standards and minimize taxable income through proper deductions and allocations.
Sales Tax Filings (State/Local): We manage multi-state Economic Nexus requirements and handle filings to prevent costly late penalties.
Estimated Tax Payment (Company & Personal): We provide Real-Time Tax Modeling, calculating and paying required payments using current year projections in advance of the deadline.
Business Personal Property Tax Renditions: We conduct a full Asset Basis Review, reducing the risk of over-assessment by local appraisers.
FAQs
Q: What is the most common error we see on business tax returns prepared by non-specialist firms?
A: The most common error is incorrect reporting of owner distributions (K-1s) and misclassifying certain expenses, leading to either unnecessary self-employment tax or triggering an S-Corp audit for unreasonable compensation. We meticulously review these flow-through elements.
Q: We operate in three different states. How do you handle the complexities of multi-state corporate and personal tax filings?
A: We specialize in multi-state compliance by ensuring proper apportionment and nexus review and allocation of income to each state. Critically, we manage credits for taxes paid to other states to prevent double taxation on both the corporate and personal (owner) level.
Q: How do you ensure accuracy across multiple entities (e.g., S-Corp and owner's 1040)?
A: We perform a comprehensive review to ensure all K-1s, distributions, and salaries flow seamlessly and compliantly to the owner's personal return, avoiding underreporting errors and minimizing owner tax.
Testimonial
"For years, juggling corporate tax, personal returns, and sales tax was a constant fear. This firm took over everything, guaranteed the accuracy, and gave us back countless hours. The peace of mind knowing all deadlines and details are covered is invaluable." — Leslee Beach, the owner of Multi-Entity Real Estate Development Firm.