Tax Preparation
✅Individual Tax Preparation
✅Estate, Trust & Gift Tax Services
✅Estate, Trust & Gift Tax Services
- Form 1040 (W-2 earners, retirees, students)
- Schedule A (itemized deductions)
- Schedule B (interest & dividends)
- Schedule C (Small Businesses)
- Schedule D (capital gains, crypto, stocks)
- Schedule E (rental properties, K-1s, royalties)
- Schedule F (farm income)
- Sale of Property
- State & local returns (NY + other states)
- Multi-state filings
- Prior-year returns (catch-up filings)
- Amended returns (Form 1040-X)
✅Estate, Trust & Gift Tax Services
✅Estate, Trust & Gift Tax Services
✅Estate, Trust & Gift Tax Services
- Estate tax projections
- Trust tax returns (Form 1041)
- Gift tax returns (Form 709)
- Inheritance tax planning
- Step-up in basis analysis
- Irrevocable trust tax strategy
- Trustee accounting support
- Coordination with estate attorneys
- Beneficiary tax planning
Tax Planning
✅Individual Tax Planning
✅Individual Tax Planning
✅Individual Tax Planning
- IRA / Roth IRA contribution planning
- RMD calculations
- Pension & Social Security tax optimization
- Capital gains planning
- Stock option taxation (ISOs, RSUs, ESPPs)
- Crypto tax reporting
- Annuity tax analysis
- Charitable giving strategies (DAFs, QCDs)
- Cashing in Life Insurance Policies
- Credit Repair & Planning
✅Life Event Tax Planning
✅Individual Tax Planning
✅Individual Tax Planning
- Marriage & divorce tax planning
- Child & dependent tax optimization
- Education tax planning (529s, credits)
- First-time homebuyer tax planning
- Sale of primary residence
- Inheritance & windfall tax planning
- Job change / relocation tax planning
- Early retirement planning
- Stock sale or business sale tax planning
Other Individual Support
✅Retirement & Investment Tax Support
✅Retirement & Investment Tax Support
✅Retirement & Investment Tax Support
- IRA / Roth IRA contribution planning
- RMD calculations
- Pension & Social Security tax optimization
- Capital gains planning
- Stock option taxation (ISOs, RSUs, ESPPs)
- Crypto tax reporting
- Annuity tax analysis
- Charitable giving strategies (DAFs, QCDs)
✅Compliance-Adjacent Services
✅Retirement & Investment Tax Support
✅Retirement & Investment Tax Support
- ITIN applications & renewals
- W-4 optimization
- Estimated tax vouchers
- 1099 prep for personal rentals
- Sales tax for STR owners
- Payroll setup for household employees (nannies, caretakers)
- Year-end tax projection reports
- Resolution Services