Individual Tax Preparation
We prepare a wide array of personal tax returns that include self-employed individuals, parents with household employees, working professionals contributing to retirement accounts, retirees with retirement distributions, students, families with investments, and more. We stay up to date with yearly changes to tax law to provide current, reliable advice. Our goal is to complete your personal tax returns accurately and efficiently year after year.
Gift Tax Preparation
Each U.S. citizen can gift up to $19,000 per recipient without filing a gift tax return. Married couples can gift up to $38,000 to a recipient without filing a gift tax return. Gifts in excess of these amounts require filing a Form 709 gift tax return and these will count against the lifetime estate exclusion. Medical expenses and tuition are generally exempt from these rules.
Bookkeeping
We provide bookkeeping services for clients with Sch C businesses, including monthly reconciliations; 1099-MISC preparation; tax preparation handoffs; financial statement preparation; and cash flows.