Tax Preparation

Tax Consulting and Tax Planning

Quality over Quantity

You rely on your tax professional to be much more than a data entry clerk. You need someone who knows and applies tax laws to your advantage. EQ Solutions provides quality over quantity.

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Need advanced tax planning solutions? Here’s what you can expect:

  • Your return will be personally reviewed by Theo Rivers, EA, a former Internal Revenue agent for the IRS, with no delegation to less knowledgeable, non-certified staff.
  • Competitive rates for certified, “Licensed to Practice Senior Level” staff preparation & planning services.
  • In sync coordination between where your business or you as an individual are at, and your tax status.
  • No more “surprise” tax bills.
  • Year-round tax planning and coordination.
  • Supportive personal attention and guidance on tax questions you may have.
  • Identification & assessment of high-risk audit areas on your tax return and professional communication about these areas.
  • No additional charges in the event that you are audited by the IRS and we prepared your return. “We Stand by Our Work.”

Forming Your Business

  • Forming Your Business
  • LLC (Limited Liability Company)
  • Incorporation (S Corp, C Corp)
  • Nonprofit
  • Sole Proprietorship
  • LP (Limited Partnership)
  • LLP (Limited Liability Partnership)

Tax License and Permits

  • Federal Tax ID (EIN)
  • State Tax ID
  • 501(c)(3) Application
  • Federal Taxation Election, LLC Only
  • Advanced Inventory
  • Assembly Builds Set Up
  • Integration of 3rd party Apps
  • QuickBooks Training

Tax Compliance Services

  • Monthly Sales & Use Tax
  • Business and Individual Income Tax Preparation
  • Local Property Tax Rendition Forms
  • Franchise Tax

Business Income Tax Preparation and Planning

Preparation

  • S-Corporation Income Tax Form 1120 S
  • Partnership Income Tax Form 1065
  • Corporate Income Tax Return 1120
  • Sole
  • 1099/ 1042/1098/1099 – div or other informational returns

Planning

  • Tax Election LLC (Only)
  • Flow-thru K-1 Advanced Income Tax Planning
  • Advanced Tax Credit and Deductions Planning
  • Health Care Tax Credit

Individual Income Tax Preparation and Planning

Preparation

  • Form 1040 & All Support Schedules, Including Schedule C

Planning

  • Maximize Your Travel & Meal Tax Benefits
  • Minimization of Tax Gain on the Sale of Your House
  • Minimizing Mutual Fund Transactions
  • When & How Much to Contribute to Retirement Assets
  • When to Take Retirement Distributions
  • When to Sale Flow-thru Real Estate Entities
  • When to Sale Publicly Trade Partnership Interest