CPA Tax Preparer
With Professional Advisory Services Beyond Basic Filing
By Daniel Khaldarov
Navigating the complexities of income tax can be overwhelming, especially when trying to keep up with evolving tax laws. In addition to being a lawyer, I am also a licensed CPA and professional tax preparer and I can help ensure that your tax filing is done efficiently and accurately. My services go beyond basic filing, as I offer comprehensive strategies to reduce your tax liability.
Comprehensive Tax Preparation Services
I offer professional and thorough tax preparation services for a variety of tax forms, including:
- 1040 (Individual Income Tax Return)
- 1040-NR (Nonresident Alien Income Tax Return)
- 1041 (Estate and Trust Income Tax Return)
- 1120 (Corporate Income Tax Return)
- 1120-S (S-Corporation Income Tax Return)
- 1065 (Partnership Income Tax Return)
- 990 (Tax-Exempt Organization Return)
- 706 (Estate Tax Return)
- 709 (Gift Tax Return)
Whether you’re an individual taxpayer or a business entity, I ensure your returns are accurate, timely, and compliant with IRS regulations. My services are particularly beneficial for those who need assistance with more complex tax situations, such as estates, trusts, corporations, and partnerships.
More Than Just a Tax Preparer – Advisory Services Tailored to You
While preparing your taxes is the foundation of what I do, I believe the role of a tax preparer should also include advising clients on the best ways to minimize their tax liabilities. Here’s how I go beyond simple tax preparation to offer strategic insights:
1. Strategic Tax Planning
As your tax preparer, I don’t just handle your forms and filing. I offer year-round strategic tax planning, helping you identify deductions, credits, and smart financial moves that will lower your taxable income. For businesses, this could include everything from optimizing entity structure to making the most of available deductions. For individuals, I can advise on things like retirement savings strategies, charitable donations, and more.
2. A Personalized Approach from Your Tax Preparer
No two taxpayers are the same, which is why a one-size-fits-all approach to taxes doesn’t work. I take the time to understand your specific financial circumstances, whether you’re an individual with diverse income streams, a business owner, or someone dealing with trusts and estates. This allows me to offer customized strategies that align with your financial goals and reduce your overall tax liability.
3. Estate and Trust Tax Planning
For those managing estates or setting up trusts, my expertise ensures compliance with complex estate tax regulations. I help structure your estate plan to reduce potential tax burdens on your beneficiaries, while also protecting your assets and making provisions for incapacity. My advisory services for trust tax planning offer long-term benefits, ensuring that your wishes are carried out while minimizing taxes.
4. IRS Problem Resolution
If you’ve received an IRS notice or are facing an audit, my services extend to resolving these issues on your behalf. I can represent you before the IRS, respond to inquiries, and ensure that your tax situation is handled professionally and efficiently.
Long-Term Savings with a Tax Preparer Who Cares
My goal isn’t just to get you through this tax season—it’s to help you build long-term tax savings strategies that can benefit you for years to come. By identifying areas where you can save today, I ensure that you’re setting yourself up for financial success down the road.
Whether you need assistance with routine tax filing or are seeking year-round advisory services to optimize your tax position, I’m here to help. Let me take the stress out of tax preparation while empowering you to make smarter financial decisions that save you money.
Let’s Work Together to Save You Money
If you’re ready to maximize your tax savings with expert guidance, reach out today. Together, we’ll ensure that your tax strategy is not only compliant but also built to help you retain more of your hard-earned money.
