Tax Planning

Individual Tax Return (Form 1040) Analysis

  • Schedule A – Itemized Deductions
  • Schedule B – Interest and Dividends
  • Schedule D – Capital Gains & Losses
  • Item 1040-ES – Estimated Taxes (Safe Harbor)
  • Resident State Tax Return
  • Schedule C – Profit or Loss from Business
  • Schedule E Part 1 – Supplemental Income and Loss
  • Schedule E Part 2 – Income or Loss from Partnerships and S Corporations
  • Schedule F – Profit or Loss from Farming
  • Schedule H – Household Employment Taxes
  • Form 8606 – Nondeductible IRAs
  • Education Credit(s)
  • Health Care Credit(s)
  • Homeowner Credit(s)
  • Income and Savings Credit(s)
  • Family and Dependent Credit(s)
  • Education Deduction(s)
  • Work-Related Deduction(s)
  • Health Care Deduction(s)
  • Qualified Business Income Deduction(s)
  • Additional State(s) Tax Return(s)

Trust Tax Return (Form 1041) Analysis

  • The income, deductions, gains losses, etc of your estate or trust
  • The income that is either accumulated or held for future distribution or distributed currently to the beneficiaries
  • Any income tax liability of the estate or trust
  • Employment taxes on wages paid to household employees

Business Tax Return Analysis

  • Form 1065 – Partnership
  • Form 990 – Organization Exempt from Income Tax
  • Form 1120-S / S Corporation
  • Form 1120 – Corporation

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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