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PB&TS offers personalized attention with direct access to an experienced CPA.  PB&TS engagements are flxible and more adaptable to client needs and schedules.  PB&TS is cost-effective as PB&TS charges by time spent wich may reduce the cost of straightforward tax returns. 

  • Individual Tax Preparation

    • Form 1040 filings with standard or itemized deductions

    • Capital gains, rental income, and self-employment income

    • Amended returns and prior-year corrections

  • Business Tax Preparation

    • LLC, S-Corp, and partnership returns

    • Schedule C for sole proprietors

    • Quarterly estimated tax calculations​

Tax Planning & Strategy

    • Year-round advisory to minimize tax liability

    • Retirement and investment tax optimization

    • Entity selection guidance for new businesses

  • IRS Representation

    • Audit support and correspondence handling

    • Offer-in-compromise and payment plan negotiation

  • Specialty Filings

    • ITIN applications and renewals

    • Multi-state filings and nexus analysis

    • Nonprofit 990 filings

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