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.

         

        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...

        Beneficial Ownership Interest (BOI) Reporting – updated reporting requirements

        May 11th, 2025 As part of ongoing efforts to combat illicit financial activities, the U.S....

        Summary of New IRS Changes – “The One Big Beautiful Bill” (OBBB)

        November 14, 2025 On July 4, 2025, President Donald Trump signed the nearly-900-page One Big...

        Foreign bank accounts – when and how to disclose

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

        Is the IRS calling me?

        If the IRS needs to get in touch with a taxpayer, it will send a letter, not an e-mail, phone call...

        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