Tax Planning and Preparation for U.S. Individuals
CPA WorldTax has expertise in:
Reporting stock sales, investment income and/or investments in partnerships or S-Corporations.
Federal tax planning options to minimize tax liability; including income deferral and maximizing retirement contributions.
State tax planning options to minimize state tax liability across multiple states.
CPA WorldTax contacts all clients before year end to ensure that they are on track as far as tax planning. We are available all year long by telephone or email to answer your unique tax questions.
CPA WorldTax has the expertise to assist your not-for-profit organization stay compliant by:
- Evaluating your filing requirements with the IRS
- Preparation of Form 990EZ or Form 990 as needed
- Guidance in filing 990-N (e-postcard) if the organization qualifies
- Guidance in the reporting requirements to your donors and the public
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