Tax compliance
File your annual returns with the IRS and required state and local jurisdictions. A change in your employment status, employment location, or residence can impact what needs to be filed and when.
Estimate preparation
Taxpayers who do not have enough withholding from their income may be required to make quarterly estimates of their tax liability. This can be applicable to the self-employed, investors, retirees, and even wage earners who already have some taxes taken out of their paychecks.
Tax planning
The amount of your refund (or the amount that you owe) does not have to come as a surprise on tax day. Planning allows you to budget up front and make the correct potential moves before year-end to lower your tax liability. Review various scenarios side-by-side so you can make an informed financial decision.
audit & exam support
Receiving a letter from a taxing authority can be a daunting experience, especially if you are unfamiliar with the technical nomenclature and procedures that come along with it. Professional assistance with your response can put your mind at ease.