	Giving You Peace of Mind
Home Biography Tax Preparation & Planning • Individual • Business Tax Problem Resolution Client Reviews Payment Contact	Individual Tax Preparation and Planning We evaluate your individual tax situation and guide you through any tax challenges that develop. We take your needs and special circumstances into account when preparing your returns using our extensive know-how to navigate the complicated and ever changing tax laws at both the federal and state level. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money. Some common individual tax areas we handle on daily basis: •Self-employment/contractor/freelancer income •Rental property •Investment accounts including crypto currency •Sale of home •Multi-state allocation •Joint vs. separate tax return filings •Quarterly estimate tax filing Tax Season Is Just Around the Corner. If you need a fast, accurate tax professional to prepare your tax return this year, contact us. Basic Tax Filing $375 Form 1040 and one state return with any combination of the following two situations: • One to three W-2s • One to three 1099s • Itemize Deductions Intermediate Tax Filing $500 Form 1040 with any combination of the following two situations: • Two states filing • More than three W-2s • More than three 1099s • One sole proprietorship • One rental property • One K1 • Own one foreign financial account • Sale of home Complex Tax Filing Form 1040 and three or more state returns • More than one sole proprietorships, multiple rental properties, or multiple K-1s • Restricted stock unites • Own multiple foreign financial accounts • Based on Consultation Amended Tax Return Filing from $300 Form 1040X to correct previously filed Form 1040 due to missing income or expense. Quarterly Estimate Tax Filing $400 per Year (4 Quarters) Form 1040-ES Quarterly estimated tax may be needed for income with no tax withholding, such as business owners, rental property owners or individuals receiving K1 income to avoid underpayment penalty during tax return filing time. Foreign Bank and Financial Accounts (FBAR)/FATCA Compliance We can help you with your cross border tax compliance and foreign account filing requirements. If you failed to file an FBAR, you should still file it as soon as possible since the penalty may be severe. You may be subject to a penalty of $100,000 or 50% of the balance in the account at the time of the violation, whichever is higher, for each year that a required FBAR was not filed. Willful violations may also be subject to criminal penalties. Certified Acceptance Agent Our firm is registered with the IRS as a Certified Acceptance Agent in New York. We are authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number (SSN) but who still need a Taxpayer Identification NUmber (TIN) to process a Form 1040 and other tax schedules.

Giving You Peace of Mind

Individual Tax Preparation and Planning

We evaluate your individual tax situation and guide you through any tax challenges that develop. We take your needs and special circumstances into account when preparing your returns using our extensive know-how to navigate the complicated and ever changing tax laws at both the federal and state level. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

Some common individual tax areas we handle on daily basis:

•Self-employment/contractor/freelancer income
•Rental property
•Investment accounts including crypto currency
•Sale of home
•Multi-state allocation
•Joint vs. separate tax return filings
•Quarterly estimate tax filing

Tax Season Is Just Around the Corner.

If you need a fast, accurate tax professional to prepare your tax return this year, contact us.

Basic Tax Filing $375

Form 1040 and one state return with any combination of the following two situations:
• One to three W-2s
• One to three 1099s
• Itemize Deductions

Intermediate Tax Filing $500

Form 1040 with any combination of the following two situations:
• Two states filing
• More than three W-2s
• More than three 1099s
• One sole proprietorship
• One rental property
• One K1
• Own one foreign financial account
• Sale of home

Complex Tax Filing

Form 1040 and three or more state returns
• More than one sole proprietorships, multiple rental properties, or multiple K-1s
• Restricted stock unites
• Own multiple foreign financial accounts
• Based on Consultation

Amended Tax Return Filing from $300

Form 1040X to correct previously filed Form 1040 due to missing income or expense.

Quarterly Estimate Tax Filing $400 per Year (4 Quarters)

Form 1040-ES Quarterly estimated tax may be needed for income with no tax withholding, such as business owners, rental property owners or individuals receiving K1 income to avoid underpayment penalty during tax return filing time.

Foreign Bank and Financial Accounts (FBAR)/FATCA Compliance

We can help you with your cross border tax compliance and foreign account filing requirements. If you failed to file an FBAR, you should still file it as soon as possible since the penalty may be severe. You may be subject to a penalty of $100,000 or 50% of the balance in the account at the time of the violation, whichever is higher, for each year that a required FBAR was not filed. Willful violations may also be subject to criminal penalties.

Certified Acceptance Agent

Our firm is registered with the IRS as a Certified Acceptance Agent in New York. We are authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number (SSN) but who still need a Taxpayer Identification NUmber (TIN) to process a Form 1040 and other tax schedules.

Wei Xu CPA, PLLC