We concentrate on education and have over 50 years of combined experience within our team. We have an Enrolled Agent on staff year round to make sure you are always covered.
1040 Tax Preparation services and related schedules
Roth IRA Conversions – discussions and analysis of tax ramifications
Calculation of IRA Required Minimum Distributions
Calculation of Capital Gain Transactions for stocks and other assets
Correct Tax Reporting of Investment Transactions
Retirement Planning Advice
Real Estate Investing Advice
Calculation of Educational Tax Credits
Calculation of Energy Tax Credits
Multi-State Filings
Foreign income
ITIN application filing – CAA, Certified Acceptance Agent. IRS Approval
