Preparing individual tax returns (Form 1040) requires careful attention to income, deductions, credits, and tax law changes. Whether you have W-2 wages, self-employment income, investments, or rental properties, accurate 1040 preparation ensures you maximize refunds or minimize liabilities while staying compliant with IRS regulations. I help navigate complex tax situations, including itemized deductions, retirement contributions, and tax credits, to optimize your filing.

Partnership tax returns (Form 1065) involve reporting business income, expenses, and allocations to partners via Schedule K-1. Proper filing ensures compliance with IRS rules while optimizing tax outcomes for all partners. I handle multi-member LLCs, general partnerships, and other pass-through entities, ensuring accurate profit/loss reporting, basis calculations, and timely filings to avoid penalties.

C-corporations (Form 1120) and S-corporations (Form 1120S) have distinct tax requirements, from income reporting to shareholder distributions. While C-corps face double taxation, S-corps pass income to shareholders (via K-1s). I ensure proper deductions, payroll compliance, and adherence to corporate tax laws, helping businesses minimize tax burdens and avoid costly errors.

Estate and trust tax returns (Form 1041) involve unique rules for income distribution, deductions, and fiduciary responsibilities. Whether managing a simple estate or a complex trust, I ensure accurate reporting of capital gains, dividends, and beneficiary allocations while complying with IRS and state requirements to minimize tax liabilities for heirs and trustees.

Filing taxes across multiple states adds complexity due to varying rules on income sourcing, residency, and credits. I help individuals and businesses navigate multi-state filings—whether for remote work, interstate business operations, or investment income—ensuring proper allocation of income and compliance to avoid penalties or double taxation.