FIDUCIARY SERVICES

A qualified tax professional will assists clients to file their income tax returns for individuals, family and self employed professionals. The tax preparation process includes review financial records, complete all tax forms, and ensure that completed forms follow legislation and regulations. Documents required for proper tax filing are:

1. Social Security documents.
2. Income statements such as W-2s and MISC-1099s.
3. Tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations.
4. Tax deduction records.
5. Expense receipts.
6. Any other relevant documents pertain to tax filing

• Tax Planning


• Tax Amendment


• Self-Employment Tax


• Estimate Payments