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Tax services that I provide includes:

  • Preparation of Individual Income Tax Returns (1040)
  • Preparation of Business Income Tax Returns
    • Partnerships (1065)
    • C Corporations (1120)
    • S Corporations (1120s)
  • Preparation of Estates & Trust Tax Returns (1041)
  • IRS Tax Audit Representation
  • Tax Planning
  • 1031 Exchange Management
  • Preparation of Payroll Tax Forms
    • Form 941 – Employer’s Quarterly Federal Tax Return
    • Form 940 – Employer’s Annual Federal Unemployment (FUTA) Tax Return
    • Form 1028 – Michigan Employer’s Quarterly Wage/Tax Report
    • Form 5080 – Michigan Sales, Use and Withholding Taxes Monthly/Quarterly Return
    • Form 5081 – Sales, Use and Withholding Taxes Annual Return
  • E-filing of all other tax forms (including but not limited to W-2s, W-3s, 1099-Misc, 1099-Int, 1099-Div, 1098)
  • Management and electronic payment of Federal and State payroll related taxes

Please contact me to schedule consultation to receive a personalized quote. An in person meeting is required. I do not provide quotes over the phone. 

To schedule a meeting to go over your tax filing needs, please call or send me an appointment request using the below.

2021 Child Tax Credit

The American Rescue Plan Act (ARPA) enacted in March 2021 significantly expanded the Child Tax Credit in several ways. The expansion expires after 2021. The Child Tax Credit (CTC) is $3,000 for children 6 and older and $3,600 for children under 6. Half the credit will be advanced to families monthly, at $250/month for older children and $300/month for younger children, while the other half will be received on tax returns. It is fully available and refundable to households with no income, unlike the Child Tax Credit’s former design. The changes only apply to tax year 2021.

2021 Annual Exclusion for Gifts

In 2021, the first $15,000 of gifts to any person are excluded from tax. The exclusion is increased to $159,000 for gifts to spouses who are not citizens of the United States.