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....

Understanding non-profit v tax-exempt

Your New York corporation may be organized as a nonprofit, but you will need to obtain tax exempt...

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...

Year-end planning for business owners: 1099s, who gets one and what you need to do?

November 28th, 2023 The Internal Revenue Service categorizes 1099 tax forms as information...

New York State issues guidance on decoupling

Many of federal changes associated with the Tax Cuts and Jobs Act (TCJA) will flow-through to...

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