Tax Services

We put the pieces together to ensure it is done right.
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We specialize in business entity returns and individuals with complexity on their return. Our specialty lies in returns that have a small business (including 1099 income), capital gains/losses from stocks or crypto, rental real estate, farms/farm rentals and other unique tax situations. We can add value to your return by ensuring that you are maximizing your deductions and decreasing your taxable income.

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Tax Services

Tax Services

Individual Tax Preparation

Does that stack of W-2s and 1099s intimidate you? Can’t tell a 1040 from a 5340? Let us help. We’re experts in individual tax preparation and filing. Everyone’s financial situation is different, which means there’s no one best way to prepare everyone’s taxes. We take the time to learn about you so we can prepare the most profitable tax return for you.

Business Tax Preparation

No need to dread tax day anymore. Let us prepare your taxes for filing. With our experience and expertise, we can handle any size of business tax return. Our personalized service means you can be assured that you are receiving all the credits and deductions you are entitled to.

Non-Profit 990 Tax Preparation

When it comes to tax return preparation, you want to make sure it’s done right. Put our experience with non-profits to work for you and let us handle the nitty-gritty of preparing that 990. With our commitment to communicating with your organization year-round and not just at tax time, tax day can be just another day where your focus remains on helping others.

Tax Strategy and Planning

Planning for your taxes shouldn’t start on tax day. Our tax planning service lets you take charge of your taxes long before tax time gets here. We sit down with you to determine the best way to manage your money so there are no surprises. We create a customized plan for your money so you get to keep more of it on tax day.

Expat Tax

Are you a US citizen living abroad and struggling on filing your US Income tax return? Do you feel your tax needs are not being met by the providers in your area? We have experts that specialize in expatriate taxation and would love to help you feel confident in your filing. We are here to help lighten your load.

Back Tax

Are you behind a few years on your taxes? Honestly, we get it and are here to help! We know how overwhelming it can be to get complaint on multiple years of tax filings. We can get all those years filed and the weight of your shoulders.

More Information

Are you interested in any of our Business Services? Drop us a note and we’ll
be sure to contact you and help answer your questions.

Frequently Asked Questions

AM CPA is more than just an accounting firm. We’re a partner who is invested in your success. Unlike other accountants, you won’t just hear from us when it’s tax time or when we need a number or a form. We take the time to get to know you and your business, so we can help you and your company on the road to success.

We won’t just call you at tax time. If you select our full-service options, you can expect to hear from us once a month, but don’t be surprised if we check in with you more often. We believe relationships are the foundation for success, and you can’t build a relationship on a once-a-year phone call.

Don’t hesitate to reach out to us if you have a question that needs a 5-minute answer. We aren’t going to nickel and dime our clients for every contact we have with you. We view you as our partner, and partners have access to each other. Questions requiring more extensive work on our part may result in charges, but if you need a simple answer to a simple question, don’t hesitate to contact us.

We provide personalized service based on our relationship with you. We promise to get to know you and to understand your business. We will always be on the lookout for ways to make the financial side of things easier and more efficient for you. We won’t hesitate to contact you if we encounter a solution that can help you.

Relationships are a two-way street. We’re looking for clients who want more than just an accountant. They want a partner, someone who can ease the burden of dealing with the financial side of things. We’re looking for long-term relationships with our clients.

While accountants and CPAs often do similar things, there is a difference between them. Certified public accountants must pass their state licensing exam to become a CPA. CPAs must also meet continuing education requirements each year, which means a CPA is always up to date on the latest topics and trends regarding accounting practices.

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