• Form 1040 (Individual Income Tax Return)

• Schedule A (Itemized Deductions)

• Schedule B (Interest and Dividend Income)

• Schedule C (Business Income and Expenses)

• Schedule D (Capital Gains and Losses)

• Schedule E (Supplemental Income and Loss)

Income:

• Wages, salaries, and tips

• Interest and dividends

• Capital gains/losses

• Business income (self-employment)

• Rental income

• Royalty income

• Other income (e.g., alimony, prizes, awards)

Deductions:

• Standard deduction

• Itemized deductions:

  • Medical expenses

  • Mortgage interest

  • Property taxes

  • Charitable donations

  • State and local taxes

• Personal exemptions

• Business expenses (if self-employed)

Tax Credits:

• Earned Income Tax Credit (EITC)

• Child Tax Credit

• Education credits (e.g., American Opportunity Tax Credit)

• Retirement savings contributions credit

• Other tax credits (e.g., adoption credit, plug-in electric vehicle credit)

• Dependents (e.g., children, elderly parents)

• Form 1120: Corporate tax return for C-corporations

• Form 1120S: Corporate tax return for S-corporations

• Form 1065: Partnership tax return

• Form 1040: Personal tax return with business income (for sole proprietors)

• Income:

  • Sales and revenue

  • Interest and dividends

  • Capital gains/losses

  • Other income

• Expenses:

  • Cost of goods sold

  • Operating expenses

  • Depreciation and amortization

  • Other expenses

• Tax Credits:

  • Research and development credits

  • Work opportunity credits

  • Other business tax credits

Financial Statement Preparation

• Balance sheets

• Income statements

• Cash flow statements

Bookkeeping and Accounting

• General ledger maintenance

• Accounts payable and accounts receivable management

• Bank reconciliation and financial statement analysis

Budgeting and Forecasting

• Financial budgeting and forecasting

• Cash flow projections

• Break-even analysis

• Financial modeling

Financial Analysis and Advisory

• Financial ratio analysis

• Trend analysis

• Industry benchmarking

• Financial performance improvement

Payroll and Human Resources

• Payroll processing and compliance

• Benefits administration

• Human resources consulting

• Employee handbook development

QuickBooks and Accounting Software

• QuickBooks setup and training

• Accounting software implementation

• Software integration and customization

• Ongoing support and maintenance