Tax Preparation
The 1040
Amendments
Amendments
Effective tax preparation goes beyond basic compliance; it’s about aligning your financial activity with a smart, long-term tax strategy.
Included Services:
- Comprehensive Income Review: W-2, 1099, self-employment, rental, and investments
- Identification and application of all eligible deductions and credits
- Filing status evaluation to optimize tax outcomes
- Preparation of multi-state and local returns (as needed)
📎 Ideal for salaried employees, freelancers, investors, and side hustlers.
Amendments
Amendments
Amendments
You can't change the past, but we can help you fix it. If you’ve discovered an error or missed a deduction, we can amend your return; even if we didn’t prepare it originally.
What We Do:
- Identify omissions or errors on previously filed returns
- Prepare and file Form 1040-X to correct inaccuracies
- Reclaim overpaid taxes or reduce existing tax liabilities
- Review for carrybacks, credit adjustments, or loss claims
📎 Common for crypto adjustments, self-prepared returns, or IRS notices.
Tax Planning & Advisory
Tax planning isn’t just for year-end; it’s a proactive strategy that evolves with your life. We provide personalized, forward-looking tax guidance throughout the year.
Planning Includes:
- Ongoing tax strategy reviews and projections
- Guidance through major life events (marriage, relocation, career changes, home purchase)
- Estimated payment planning and quarterly reviews
- Updates on relevant tax law changes
- Personalized plans tailored to your financial goals
📎 Best suited for high-income earners, growing families, or anyone seeking proactive tax control.