What’s Included

⇒ Document review & tax diagnosis

⇒ Federal & state return preparation

⇒ Deduction/credit optimization

⇒ Risk review (audit-ready)

⇒ E-file and IRS acceptance confirmation

⇒ Final deliverables (PDF + organized support)

⇒ Post-filing support (IRS notices, answers)

Return Types

⇒ Individuals: Form 1040 (Schedules 1–3, A, B, C, D, E), ITIN

⇒ LLC / Partnerships: Form 1065 + K-1

⇒ S Corporations: Form 1120-S + K-1

⇒ C Corporations: Form 1120

⇒ Nonresident: Form 1040-NR, W-8BEN/ECI, 5472 + pro-forma 1120

⇒ International: FBAR (FinCEN 114), FATCA (Form 8938)

⇒ Real estate: Depreciation, cost seg, QBI, passive/active, §1031 (coordination)

Typical Documents

⇒ ID, W-2/1099/1098, bank/credit statements, brokerage/crypto reports, leases/Airbnb reports; for entities: EIN, Operating Agreement, year-end financials.

Key Deadlines (general)

⇒ Individuals (1040): April 15 (extension to Oct 15)

⇒ Partnerships / S Corps (1065/1120-S): March 15

⇒ C Corps (1120, calendar year): April 15
Special disaster relief or fiscal years may alter dates.