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Individual Tax Return Preparation

Specializing in the preparation of moderate to complex individual tax returns for:

  • Small business owners (Schedule C)
  • Rental real estate investors (Schedule E)
  • Taxpayers with investment portfolios and capital gains/losses (Schedule B, Form 8949, Schedule D)
  • Pass-through entities (K-1) activities -- i.e., partnerships, S-corps, LLCs, trusts (Schedule E)
  • Taxpayers with itemized deductions, higher education and other tax credits
  • Retirees
  • Ministers
  • Expatriates