Tax Planning – Marriage, divorce, children, new home, job loss, new job, illness and death in the family can all impact your tax situation. Be prepared for the tax benefits (or consequences) of major life changes by planning ahead. We work with you to understand your life situation and scenarios to help determine how events will impact your taxes.
Business Tax Preparation – including sole proprietors, corporations and partnerships. We prepare the IRS and state tax forms required for your business entity, including form 1120 and 1120S Federal and State corporate returns and Form 1065 Partnership returns, as well as 1120H Homeowners Associations returns.
Individual Tax Preparation – Regardless of the type or amount of income you have, we can prepare your return with expertise and efficiency. Our personalized approach to understanding your specific needs ensures that you receive the quality results specific to your situation. The better we know you, the better we can help you. Preparing your taxes is all about helping you; it’s more than just the numbers.
Non-resident U.S. Tax Returns - Navigating the complexities of United States income taxes and procedures for citizens of foreign countries can be difficult. Roberg Tax Solutions can prepare your 1040NR dual status alien return and other foreign income tax documents using your country’s tax treaty to your best advantage.
Estimated Tax/Quarterly Tax – Generally we prepare estimated tax payments with individual tax returns. If you have an unusual situation requiring estimated payments (like winning the lottery or cashing in a 401K) please let us know and we will be glad to assist you.
Business Formation – When forming a new business, selecting the proper form of business entity can have long-term tax implications. We will assist you in evaluating the pros and cons of each alternative to help you make this important decision about your business.
Representation before the IRS – We are authorized to represent our clients before state and federal tax agencies. Jan Roberg is an Enrolled Agent and member of the National Association of Enrolled Agents. If you have received a letter from the IRS, we can help.
Estate and Trust Returns – In addition to handling the final 1040 after the death of a family member, we also prepare estate returns (form 1041).
Non-profit Organizations – We can help your non-profit identify and prepare the appropriate filing forms. Yes, we are experienced with the new IRS Form 990 and schedules.
As your trusted tax preparation resource, we are committed to your success. If you have questions, please let us know. We have relationships with a broad network of tax and business professionals that can help you with almost any question.
What do I do now? Send us an email or give us a call at (314) 275-9160 to set up a time discuss your situation.