Individuals

Tax return for individuals (single or married), self-employed, or owner of a business. The business can be a LLC and you must be the sole owner or jointly owned with a spouse.

Gifts

Gift tax returns are required for individuals that have generously gifted away large amounts of cash and/or property. A gift tax return is required in addition to your regular tax return if the amount exceeds the annual threshold.

Business/Non-Profit

Tax return for all businesses owned by two or more individuals, including those that are tax exempt. This includes businesses that are classified as Partnerships, S Corporations, C Corporations, 501(a), and 501(3)(c).

Estate & Trusts

A tax return is required for estates and trusts. The fiduciary (executor, administrator, or other authorized representative) of an estate or trust is required to file this tax return.