Tax Returns

The system is serious about receiving an annual accounting from you, prepared within the rules the system has (more or less clearly) laid out. Tax Return Preparation is a process of:

– 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