Entity Summary Worksheet
To summarize your multimember LLC, partnership, or corporation’s financial information.
Tax Info Sheet
We’ll need these tax documents and information to file.
Rental Real Estate Worksheet
To summarize income and expenses from a rental unit
Part Year Allocations
To allocate income based on dates of income production and residences.
Freelance Worksheet
To summarize income and expenses for freelance activity (sole proprietor or single member LLC)
Schedule K-1 (Form 1041)
Reports a beneficiary’s share of income, deductions, and credits from an estate or trust for tax purposes.
Your Rights As a Taxpayer
As a taxpayer, you have the right to fair treatment, privacy, and transparency in all tax matters.
Your Federal Income Tax
Filing requirements, deductions, credits, and payment options.
Circular E, Employer's Tax Guide
Circular E (Publication 15) provides IRS guidelines for employers on payroll taxes, withholding, and compliance.
Frequently Asked Questions
Have questions? We’ve compiled answers to the most common inquiries about our services and process. Still need help? Don’t hesitate to contact us or schedule a consultation with one of our experts.
What is the Process for an Individual Tax Return?
To get started, simply request a quote or contact us directly at moc.tlusnocneva@ofni or 1-954-422-6031. Once we’ve had an initial conversation, the process is simple:
Customized Quote – We provide a price estimate based on the details you share.
Guided Support – Our team assists you with any questions or required documentation throughout the process.
Review & Approval – We prepare your return and send it to you for review.
eSign & eFile – Once approved, you electronically sign, and we submit your return securely.
Final Copy Delivered – You receive a completed copy of your return for your records.
We make the process clear, efficient, and stress-free—every step of the way.
What types of businesses benefit most from your consulting services?
Our consulting services are designed to support small to mid-sized businesses across a range of industries—including professional services, real estate, healthcare, and retail. Whether you’re launching a new venture, restructuring operations, or planning for growth, we offer strategic guidance tailored to your business stage and goals.
How can financial advisory services improve my business performance?
Our financial advisory services help you make smarter, data-driven decisions by offering insights into cash flow, profitability, and capital planning. We work with you to identify inefficiencies, reduce risk, and create a roadmap for sustainable financial health and long-term success.