Your Finances. Done Right.

Scalable Accounting & CFO Services from Resourceful Solutions.

From CFOs and Controllers to Bookkeepers and Full-Service Payroll,
Your Outsourced Finance Department is Just One Call Away.

Our Tax Preparation and Planning Services

– Individual Tax Preparation:

Taxes and tax returns aren’t straightforward, even for private individuals. Some countless considerations and circumstances affect which forms you need and don’t need, not to mention the various deductions that may or may not apply to you, and the impact of even simple clerical errors.

– Business Tax Return Preparation:

Details are important when preparing business tax returns. It’s easy to miss a potential deduction or fail to provide the information needed to explain a financial anomaly that might trigger a red flag with the IRS.

– Gift & Estate Tax Return Preparation:

Gift and estate tax returns are required whenever you exceed your respective gift and estate tax exemption limits, either during your lifetime (through a gift) or after death (through an estate).

– Partnership & Corporate Tax Preparation:

Partnerships and corporations are taxed differently from other businesses and require different respective tax preparation approaches. These distinctions will reflect how your business is taxed. Taking advantage of these various tax rules is important to maximizing your revenue.

– Estate and Succession Planning:

Tax considerations during estate planning play a critical role in how estates are divided and bequeathed. A well-crafted estate plan will utilize legal entities like trusts to minimize tax liability and protect assets from creditors and ensure that your beneficiaries are prepared for any tax liability coming their way.

– Tax & Education Planning:

There are saving instruments designed to help families plan for their children’s education and reduce or eliminate the taxes normally owed on those accounts.

– Out-of-State Returns:

If you earned money in a state you don’t live in you might have to file a nonresident state tax return. Different states have different tax laws, and it’s hard to keep track of it all.

– Business Start-Ups:

The IRS requires new businesses to define themselves through a series of forms, keep meticulous records on all assets, incomes, sources of revenue, and losses, and gives startups the chance to reduce or minimize their tax liability by making the most of existing tax laws surrounding stocks, home offices, and hefty first-time expenses.

-Bookkeeping:

Our Accounting Professionals are experts at delivering transparent, streamlined, and accurate GAAP-compliant financial information, managing accounts payable and receivable, and generating precise monthly and annual reports. This empowers you to steer your organization efficiently, enhance your ability to analyze operations and make informed decisions for the growth of your organization.

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