Filing your individual tax return can feel overwhelming, but we’re here to simplify the process and ensure you maximize your refund. Whether you’re filing as single, head of household, married filing jointly, or married filing separately, we’ll ensure all applicable forms, credits, and deductions are accounted for. We help you claim: • Earned Income Tax Credit (EITC): For individuals and families with lower incomes. • Child Tax Credit (CTC): Up to $2,000 per child under age 17. • Education Credits: Including the American Opportunity Tax Credit and Lifetime Learning Credit. • Homeownership Deductions: Mortgage interest, property taxes, and energy-efficient home credits. • Health Coverage Credits: If you purchased insurance through the Marketplace, we’ll calculate your Premium Tax Credit (Form 8962). • Retirement Contributions: Maximize benefits for IRA contributions.

Planning ahead is essential to save on taxes. Our tax planning services ensure you’re prepared for the next tax season and beyond. What we offer: • Year-round advice on tax-saving strategies. • Guidance on retirement contributions (Traditional IRA vs. Roth IRA). • Tax-efficient strategies for charitable giving. • Structuring your business for tax benefits (LLC, S-Corp, or C-Corp). • Preparing for major life events like buying a home, having a child, or changing jobs.

If you’re self-employed, a freelancer, or a business owner, we understand the complexities of managing business taxes. We’ll guide you through every step to ensure you’re compliant and your tax liabilities are minimized. Our services include: • Preparing Schedule C for self-employed individuals and 1099 contractors. • Filing partnership and corporate tax returns (Forms 1065, 1120, and 1120-S). • Depreciation of assets (Form 4562) for equipment and vehicles. • Calculating qualified business income deductions (QBI). • Tracking expenses like mileage, office space, and business meals. • Guidance on estimated quarterly taxes (Forms 1040-ES). Credits you may qualify for include: • Self-Employed Health Insurance Deduction. • Home Office Deduction. • Section 179 deductions for equipment purchases.

If the IRS contacts you, don’t panic—we’re here to help. Our audit assistance services provide professional support and representation to resolve issues quickly and effectively. How we help: • Reviewing IRS notices and explaining their implications. • Correcting discrepancies or errors in past returns. • Communicating with the IRS on your behalf to resolve issues. • Providing documentation and ensuring compliance. We specialize in navigating audits related to Form 1040, Schedule C, and common credits like EITC and CTC. What we offer: • Year-round advice on tax-saving strategies. • Guidance on retirement contributions (Traditional IRA vs. Roth IRA). • Tax-efficient strategies for charitable giving. • Structuring your business for tax benefits (LLC, S-Corp, or C-Corp). • Preparing for major life events like buying a home, having a child, or changing jobs.