– Assembling and organizing the necessary source documents sent to you, such as W-2’s and 1099’s of various types.
– Assembling and organizing data for rental properties, small businesses, and other parts of the tax return which generally are kept and summarized by the individual
– Knowledge of laws and regulations and application to a particular situation.
– Experience with IRS/State of Michigan and application of that experience to a particular situation.
– Frequently an iterative process, in which I prepare a draft return which the client reviews.
I’ve been a licensed CPA in Michigan for roughly 36 years and have prepared thousands of tax returns. The following are examples of the returns I prepare:
Individual Tax – 1040
- Itemized Deductions
- Interest, Dividends, Stock/Mutual Fund Sales
- Business Income/Loss
- Rental Properties
- Farm Income/Expense
- Oil & Gas Income/Expense
- K-1’s from Partnerships, S Corporations, Trusts
- All Other Forms
Business Taxes
- Corporations – 1120 and Related Items
- S Corporations – 1120S and Related Forms
- Partnerships, LLC’s – 1065 and Related Forms
- Rental Properties
- Farm Income/Expense
- Oil & Gas Income/Expense
- K-1’s from Partnerships, S Corporations, Trusts
- All Other Forms
Fiduciary Taxes
- Estate Taxes – 706
- Fiduciary Taxes – 1041 (Estate and trusts that have income)
- Gift Taxes – 709