Our Services

  • Individual Tax Returns (1040) – Professional preparation for all filing statuses, multi-state returns, amendments, and compliance reviews.
  • Business Tax Returns – 1065, 1120, 1120-S, 1120H, and state business returns, including year-end filings and compliance.
  • Gift Tax Returns (Form 709) -Reporting of annual gifts, exemption allocation, property transfers, and IRS compliance.
  • Trust & Estate Tax Returns (Form 1041)– Fiduciary returns for trusts/estates, K-1 preparation, reporting income, and deductions.
  • Nonprofit Tax Filings (Form 990N,990-EZ, 990) – Preparation and electronic filing of the for nonprofits . Includes verification of eligibility, annual filing compliance review, and guidance to maintain tax-exempt status.
  • Bookkeeping Services – Monthly, quarterly, or annual bookkeeping tailored to your business needs.
  • Bookkeeping Setup, Catch-Up & Clean-Up – New file setup, historical cleanup, and chart of accounts optimization (QuickBooks Online, Xero, etc.).
  • Payroll Registration – Federal and state payroll account setup, EIN guidance, and compliance onboarding.
  • Payroll Processing – Payroll calculations, tax withholdings, 941/940 filings, NYS-45, W-2/W-3 preparation, and year-end reports.
  • Financial Consulting – Financial review, budgeting, cash-flow planning, and advisory for better business decisions.
  • IRS & State Notices – Help with notices, representation, penalty abatement, installment agreements, and compliance checks.
  • Sales Tax – Sales tax registration, filing, and basic nexus review for applicable states.
  • Tax Planning & Consulting – Proactive tax strategies for individuals and businesses, including S-Corp planning and entity selection.