Tax Preparation Services by Caspi Accounting

What we cover in our tax services includes federal and state income tax returns, personal tax services for the self-employed (Schedule C), child tax credits, education credits, and more. Additionally, we provide assistance with IRS correspondence as part of our comprehensive business tax services.

When preparing for tax filing, gather your W-2s, 1099s, or other income forms. Don't forget to include your driver’s license or ID, Social Security cards for you and your dependents, and expense receipts if you are using personal tax services as a self-employed individual. Lastly, if you would like to receive a refund, you may provide your bank account info, which can be helpful for business tax services as well.

We provide comprehensive business tax services, including tax preparation for sole proprietorships, LLCs, S-Corps, and C-Corps. Our experts will meticulously review your books, identify eligible deductions, and ensure full compliance with IRS and state regulations. 

What’s included: 

- Corporate or partnership tax return (1120, 1120S, 1065) 

- K-1 preparation 

- Depreciation schedules and expense tracking 

- Estimated tax planning and filing 

- Multi-state filings if needed 

In addition to our business tax services, we also offer personal tax services to meet your individual needs.

Year-end Profit & Loss and Balance Sheet are essential documents for business tax services. Additionally, payroll and contractor reports (if applicable) are necessary for accurate tax filing. Don't forget to include your EIN and prior year tax return (if available), as well as a detailed expense breakdown (COGS, Rent, Utilities, etc.) to optimize your personal tax services.

Initial consultation – We review your situation and goals for our personal tax services or business tax services. Document collection – You can easily upload or drop off the required paperwork for your tax filing. Review & preparation – We prepare your return and reach out with any questions. Approval & e-filing – You review, sign, and we e-file your return. Post-filing support – We assist you with any IRS letters or updates related to your tax services.