From straightforward returns to complex ones with several entities, states, and countries, we prepare federal, state, and local returns for individuals and businesses, and we plan during the year so there are fewer surprises in April.
Individuals and families
- Form 1040 for individuals and families, including high-income and complex returns
- Investments and equity compensation: stock options, RSUs, ESPP, and crypto
- K-1 income from partnerships, S corporations, estates, and trusts
- Self-employment and side businesses (Schedule C)
- Rental real estate (Schedule E): depreciation, passive losses, cost segregation, property sales, and 1031 exchanges
- State and local returns in every state where you live or earn income, including multi-state, part-year, and nonresident returns
- Local income taxes wherever they apply: earned income tax, city wage and net profits taxes, and school district taxes
- Foreign income and assets: FBAR, Form 8938, foreign tax credit, foreign companies, and dual-status years
- Amended returns, prior-year returns, and catching up on unfiled years
- Estate and trust income tax returns (Form 1041) (details)
Business taxes
- Partnerships and multi-member LLCs (Form 1065): special allocations, guaranteed payments, capital accounts, and profits interests
- S corporations (Form 1120-S): reasonable compensation, shareholder basis, and distributions
- C corporations (Form 1120), including foreign-owned U.S. companies with Form 5472
- Groups of related companies owned by the same people
- State and local business taxes: corporate income and franchise taxes in any state, city business taxes such as Philadelphia BIRT and Net Profits Tax, and local business privilege taxes
- Sales and use tax returns, licenses, and audits in any state (details)
- Annual reports, franchise taxes, and other yearly state filings that keep your company in good standing (details)
Planning and advisory
- Year-round tax planning, tax projections, and quarterly estimated payments
- Choosing and changing your entity, including S corporation election analysis
- Retirement, pension, HSA, and education planning (details)
- Real estate strategy: cost segregation and the timing of purchases and sales
- Buying or selling a business: tax structuring, financial due diligence, and quality of earnings support
- Equity for partners and key employees: profits interests and LLC ownership tables
- IRS and state notices, audits, and disputes