This is the most well-known form for filing taxes in the United States, the infamous, Form 1040. Every year over 162 million households file Form 1040. We use our expertise to guide you in correctly filing your return on time while removing the stress.

Our team has experience filing various levels of complexity related to the Form 1065. From family partnerships to commercial real estate, we value bringing support to our clients in their family businesses and small businesses.

The income from an S Corporation, as reported on the Form 1120S, has become a hot topic on social media; however, our expertise is about properly reporting income, setting up deductions efficiently, and guiding our clients.

Often used in conjunction with other estate planning tools in the transfer of assets to the next generation, trusts often require a filing on the tax Form 1041. Our experience in reviewing trust documents brings an invaluable component to supporting our clients.

Not many individuals will need to file a Form 706 during their tax journey, but for those who need that support, having a CPA that understands the nuances of the form will ease the transition during a challenging stage.