Tax, Accounting & Business Compliance Practice Areas

Federal & 50-state filings, Schedule C, 1040, 1120, 1120-S, 1065 and quarterly estimates.

Minimize self-employment tax liabilities with strategic IRS S-Corporation tax status.

Professional audit representation, IRS notices response, and penalty abatement support.

Official IRS Appeals Office petitions, offer in compromise, and collections resolution.

Deduct tax preparation fees directly from your federal refund with zero out-of-pocket payment.

Fast-track access to your tax refund with flexible advance options.

Comprehensive document checklist for W-2, 1099, investment, and business deduction intake.

Complete entity setup guide covering Sole Prop, LLC, C-Corp, S-Corp and 501(c)(3) structures.

Turnkey entity creation with state filings, operating agreements, and EIN issuance.

Official New York Department of State entity formation and publication requirement compliance.

Crucial IRS filing obligations, sales tax nexus, and tax year election for new founders.

Essential checklist for launching a compliant, tax-efficient small business.

Tailored 1-on-1 advisor session on equity allocation, R&D credits, and early-stage deductions.

Protect your entity against commingling funds, poor governance, and contract oversights.

Worker classification (W-2 vs 1099), wage/hour compliance, and NYS labor law compliance.

Pass-through tax structuring, JV equity partnership agreements, and K-1 allocation rules.

Monthly ledger maintenance, balance sheet, P&L statements, and bank reconciliation.

Strict three-way reconciliation for law firm client trust accounts matching State Bar standards.

Direct deposit, Form 941/940 quarterly payroll filings, and annual W-2/W-3 processing.

IRS ERC audit response, voluntary disclosure, and tax return amendment support.

Co-employment HR administration, employee benefits management, and workers' comp compliance.

Annual independent contractor compensation reporting to IRS and state tax agencies.

Form 1099-MISC annual reporting for rents, prizes, legal settlements, and healthcare payments.

IRS Form 945 reporting and TIN matching for payees subject to backup withholding.

Detailed rules for 1099 contractor payments vs employee payroll classification.

Mandatory annual IRS report for 25%+ foreign-owned single-member US LLCs with Proforma 1120.

ECI vs FDAP income rules, FIRPTA real estate withholding, and tax treaty benefits.

Corporate Transparency Act compliance filings for US LLCs, Corporations, and foreign entities.

Official IRS confirmation letter retrieval for banking, merchant accounts, and Amazon store setups.

Formal business account closure and EIN cancellation letter filing with the Internal Revenue Service.

IRC Section 121 $250k/$500k primary residence capital gains tax exclusion rules and cost basis optimization.

Wealth transfer structuring, probate avoidance, revocable living trusts, and beneficiary tax strategy.

Irrevocable trusts, dynasty trusts, and legal tax minimization mechanisms for high net worth clients.

Practical IRS guidance, deductions archive, and strategic tax planning articles.

IRS standard mileage rates, per diem allowances, travel logs, and mixed personal/business travel rules.

Settle outstanding federal tax debt for less than the full amount owed based on doubt as to collectibility.

Filing Schedule C as a QJV to avoid filing complex Form 1065 partnership returns.

Comprehensive payroll tax withholding, deposit schedules, and FUTA/SUTA unemployment rules.

Notify the IRS official address database when your business relocates or changes responsible parties.