Tax Services

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Our area of specialization revolves around business entity returns and individual tax filings entailing intricate complexities. Our expertise lies in managing tax returns that involve small businesses (including 1099 income), capital gains/losses from stocks or cryptocurrency, rental real estate, farm operations, farm rentals, and various other distinctive tax scenarios.

By entrusting us with your tax return, you can expect added value through our meticulous approach to maximize your deductions and minimize your taxable income. Our comprehensive understanding of the tax code enables us to navigate through extensive regulations, ensuring that you capitalize on all eligible deductions while optimizing your overall tax position.

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Tax Services

Tax Services

Individual Tax Preparation

We understand that navigating the intricacies of the tax code can be overwhelming, which is why our team of experienced tax professionals is here to alleviate your tax-related stress. With a meticulous approach and attention to detail, we ensure that every aspect of your tax return is handled accurately and in compliance with the latest regulations. Our tailored service is designed to maximize your deductions and credits, ultimately minimizing your tax liability. Through the use of AM TECH, our homegrown, one-of-a-kind software, we are dedicated to making the tax preparation process smooth and hassle-free for you.

Business Tax Preparation

As specialists in business taxation, we understand the unique challenges that entrepreneurs and businesses face when it comes to staying compliant and optimizing their tax strategies. Our team of seasoned tax professionals is well-versed in the ever-changing tax landscape and is committed to providing accurate and comprehensive tax services tailored specifically to your business. From organizing and analyzing your financial records to identifying valuable deductions and credits, we leave no stone unturned in maximizing your tax savings. With our expertise by your side, you can rest assured that your business taxes are handled efficiently and effectively, allowing you to focus on what you do best – growing your business.

Non-Profit 990 Tax Preparation

Benefit from our extensive expertise in working with non-profit organizations, allowing us to proficiently manage the process of preparing Form 990. By entrusting us with the nitty-gritty aspects of tax preparation, you can confidently focus on your mission of making a positive impact. Our dedication extends beyond tax season, as we maintain consistent communication with your organization throughout the year. With our commitment to year-round engagement, tax day seamlessly becomes just another day, allowing you to concentrate on your altruistic endeavors. Let our specialized knowledge and unwavering support empower your organization to thrive while serving others.

Tax Strategy and Planning

We offer a range of customizable tax planning options to meet your unique needs and objectives. Our experienced team of tax professionals is here to guide you through the complexities of tax regulations and help you make informed decisions to optimize your tax position. Tax planning includes personalized attention, expert guidance, and meticulous analysis to help you achieve your financial goals. Our commitment is to deliver exceptional value by minimizing your tax liabilities, maximizing deductions and credits, and ensuring compliance with all applicable tax regulations. Take control of your financial future by selecting the tax planning option that aligns with your needs.

Quarterly Estimated Payments (QES)

Quarterly tax payments serve as a proactive strategy for managing your tax obligations throughout the year, particularly for individuals with variable income or those engaged in entrepreneurial endeavors. We prioritize educating our clients on the importance and methodology behind utilizing quarterly estimated

payments. It is crucial to note that our comprehensive annual returns encompass these payments where applicable, ensuring compliance and minimizing the risk of penalties.

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Are you interested in any of our Business Services? Drop us a note and we’ll
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Frequently Asked Questions

Our commitment goes beyond the customary accountant-client relationship, wherein our involvement is not limited to tax seasons or mere document requests. Instead, we prioritize understanding you and your enterprise, allowing us to offer tailored assistance and guidance.

In contrast to the conventional and exclusive nature of the accounting industry, AM CPA embraces an inclusive and non-discriminatory approach to our services. We firmly believe in providing a welcoming environment for all clients, irrespective of their appearance, religious beliefs, racial background, or personal preferences. Unlike traditional firms that may inadvertently foster an atmosphere of intimidation, we foster an atmosphere where every question is respected and encouraged, recognizing the importance of a supportive and collaborative relationship with our clients.

At AM CPA, our commitment goes beyond tax season engagements. Opting for our comprehensive full-service options ensures regular communication, typically on a monthly basis, although we may proactively reach out more frequently. We prioritize consistent interaction and support to foster enduring partnerships, as we firmly believe that sustained engagement is key to mutual growth and achievement.

The main difference between an accountant and a Certified Public Accountant (CPA) lies in their qualifications and the scope of services they can provide. While all CPAs are accountants, not all accountants are CPAs. The CPA designation signifies a higher level of qualification, specialized knowledge, and broader service offerings in the field of accounting.

We prioritize a collaborative relationship with our clients, and as such, we do not engage in charging our clients for every interaction. We perceive our clients as valued partners, with whom open lines of communication are essential. While more complex inquiries may incur charges due to the level of work involved, we encourage you to reach out to us via email, phone call, or live chat on our website for prompt and concise answers to straightforward questions without hesitation.

While we appreciate the presence of our clients, kindly note that our office operates on an appointment-only basis during designated office hours.

Clients who thrive with AM CPA are looking to establish enduring, long-term relationships founded on trust, collaboration, and a shared commitment to progress. We are dedicated to providing comprehensive support and guidance, recognizing that sustained partnerships yield the greatest value for all involved.

Your AM Tech contains all your personal tax documents. You can access it by clicking here. Then enter your user name and password.

To retrieve your AM Tech user information click here and select “Reset Password”.