Professional tax planning and preparation

Professional tax preparation and planning can help minimize current and future tax liability. We have the experience to advise on tax issues for all forms of business entities.

Income taxes:

  • Individual Form 1040
  • Corporate Form 1120, 1120s
  • Partnership Form 1065
  • Schedule K-1 preparation
  • Schedule C preparation
  • Estimated tax payments
  • 1099 filings

Planning

  • Deductions analysis
  • Tax efficient retirement products
  • S-Corp elections
  • Section 179/bonus depreciation
  • Available tax credits

Sales Tax:

  • Nexus analysis
  • State registration
  • Exemption certificate management
  • Calculation & filings
  • Software implementation & consulting

Would you like to arrange a free consultation?

Your time is valuable. We would welcome a few minutes to discuss your specific needs.

 

Foreign bank accounts – when and how to disclose

December 14th, 2023 By law, all U.S. citizens and residents must report their worldwide income....

1099 K – IRS relaxes reporting thresholds

December 6th, 2024 The Internal Revenue Service has just issued Notice 2024-85 providing...

Updated 1099 Reporting Requirements Under Public Law 119-21 (OBBB)

November 14, 2025 There are significant changes to information-return reporting requirements under...

Important considerations for S Corp start-ups

When considering forming an S Corporation for a startup, there are several factors to keep in...

Are Your Federal tax withholdings and estimates on track?

May 5th, 2025 The US income tax system is a “pay-as-you-go” system, which means the IRS expects...

My wife and I have been taking advantage of Russell’s help for better than 5 years now. 

Russell answers questions in a way that’s easy to understand, is timely and gets it done right.  For a reasonable fee. Give your tax headaches to Russell and sleep better!

Ron Clothier

Owner, Clothier Transmission and Traction Products, LLC

©2025 Russell Green