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1040TaxResolution.com

Dr. David Schwartz, Enrolled Agent

Professional Tax & Financial Services

01

Tax Preparation

Professional tax preparation for individuals, self-employed taxpayers, healthcare professionals, independent contractors, and small-business owners.

Preparation services may include:

  • Form 1040 individual returns

  • Schedule C business income

  • Rental-property reporting

  • Investment and retirement income

  • Multi-state returns

  • Prior-year and delinquent returns

  • Amended returns

  • S corporation returns

  • Partnership returns

  • Tax return review and correction

Comprehensive preparation for complex tax returns, ensuring accuracy and compliance with the latest IRS regulations.

02

Tax Strategic Planning

Tax planning is not simply preparing a return after the year has ended. Effective tax planning identifies potential problems and opportunities to save money while there is still time to act.

Planning may address:

  • W-2 withholding

  • Estimated tax payments

  • Self-employment income

  • Business deductions

  • Retirement-plan contributions

  • Entity-selection considerations

  • S corporation compensation and payroll

  • Capital gains and losses

  • Multi-state income

  • Healthcare and professional-practice income

  • Prior-year balances and IRS notices

 

Proactive tax planning strategies designed to optimize your financial health and minimize your tax liability through the year.

03

IRS Tax Resolution

Personalized assistance for clients facing IRS notices, unfiled returns, back-tax balances, collection activity, audits, penalties, and other federal tax problems.

Services may include:

  • IRS notice review

  • Transcript analysis

  • Preparation of delinquent tax returns

  • Installment agreement requests

  • Offer in Compromise evaluation

  • Penalty-abatement requests

  • Currently Not Collectible evaluation

  • Audit and examination representation

  • Collection and appeals assistance

  • Payroll and self-employment tax matters

  • Federal tax lien and levy matters

Expert resolution of IRS audits and tax disputes with a focus on minimizing penalties and restoring your financial peace of mind.

IRS Registered Enrolled Agent

As an Enrolled Agent, our tax practice services comply with IRS regulations.

 

We provide personalized tax strategies and IRS dispute resolution for entrepreneurs and professionals.

Strategic Solutions for Complex Tax Challenges.

 

Take advantage of expert IRS resolution, proactive planning, and accurate tax preparation services provided by a licensed Enrolled Agent.

 

At 1040TaxResolution.com, we specialize in resolving IRS collection notices and overdue returns, as well as maximizing your fiscal efficiency each year.

 

Our tailored support is designed to meet your specific tax planning needs.

 

**Honesty. Authority. Success.**

 

Licensed Enrolled Agent | Tax Defense | Virtual Consultations Available

Contact Us:

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I give permission to be contacted via phone, text, email.

Email

Phone

Office

1040 Tax Resolution
Ellsworth, Maine  04605

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