Broker Check

Tax Preparation

IndividualsBusinessesTrust & EstateGift

We know that taxes are complicated and confusing. If it were to be printed it would take more than 75,000 pages and that doubles every 24 years or so. Allow our tax professionals to guide you through the process of preparing your tax return. We'll help you identify tax loopholes, credits, and deductions your legally qualify for.  Retirement income/distributions  Rental Properties  Cancellation of Debt  Sole Proprietors (Schedule C)  Partnerships (Form 1065)

Individuals (Form 1040)

  • Retirement income/distributions 
  • Rental Properties 
  • Cancellation of Debt
  • Home businesses 
  • Farms 
  • Foreign Income

Businesses

  • Sole Proprietors (Schedule C)  
  • Partnerships (Form 1065)
  • Corporations (1120)  
  • S-Corporations (1120-S)
  • Non-Profits (990)

Trust & Estate (Form 1041)

  • Estates and Final tax returns 
  • Irrevocable Trusts
  • Charitable Trusts

Gift

  • Form 709