TAX SERVICES
A seamless modern approach to your taxes
Compliance Process
Initial Consultation
We start with a brief intro meeting to understand your situation and send you our comprehensive Questionnaire & Documentation Submission Request
Document Review
We walk through your submitted documents together, answering questions and gathering any additional information needed for accuracy.
Return Review
You receive a draft of your tax return via email, followed by a review meeting where we explain everything and address your questions.
Final Delivery
We send your final tax return for signature along with detailed instructions for any quarterly estimated tax payments for the following year.
Capabilities
Tax
Compliance
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Individual & Family Tax Returns
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Business Entity Returns
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Trusts, Estates, & Gift Tax Filings
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International Tax Reporting
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IRS & State Notice Review and Representation
Tax
Planning
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Tax Projections
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Compensation Optimization
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Equity & Bonus Planning
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Charitable & Gifting Strategy
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Real Estate & Investment Tax Structuring
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Entity Structure & Owner Compensation Design
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Residency & Domicile Planning
Connect with Leftbrain Tax
Connect with Leftbrain Tax
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