□ Income Tax Preparation

• 1040/540 Individual Returns
• 1065/565 Partnership Returns
• 1120 / 1120S / 100 / 100S Corporate Returns
• 1041 Trust Returns
• Foreign Income Reporting
• Amended Returns

⚖️ IRS Audit Representation & Correspondence

• Income Tax, Sales Tax, Payroll Tax Audits
• Workers Compensation Audits
• Offers in Compromise
• IRS Appeals
• Tax Liability Resolution

□ Accounting & Bookkeeping

• Monthly / Quarterly Bookkeeping
• Income Statement with Comparative Data
• Balance Sheet & General Ledger
• Financial Planning & Cash-Flow Analysis
• Budgeting

□ Payroll & Government Reporting

• Complete Payroll Services
• 941 / 940 / DE9 / DE9C Quarterly Returns
• Sales & Excise Tax Returns
• W-2, W-3, 1099, 1096 Year-End Reporting

□ Foreign Income & Asset Reporting

• FBAR — Foreign Financial Account Reporting
• Foreign Gifts Reporting
• FATCA — Foreign Financial Assets

□ FAFSA & College Financial Aid

• Financial Aid Consulting
• Aid Eligibility Planning
• FAFSA Form Preparation

□️ Incorporation Services

• Form Corporation, LLC, or Other Entities
• Federal & State ID Numbers
• Corporate Seal & Stock Certificates
• S-Corp Elections & Bylaws
• Annual / Special Meeting Minutes

□ Tax Consultation & Planning

• Proactive Tax Planning Strategies
• Office, Phone & On-Site Consulting
• Income & Expense Analysis

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