03Taxes
Tax Planning & Tax Preparation
Planning all year, not just in spring.
Planning
Legally minimize your tax burden. Know your liability early.
Preparation
Individual, partnership and corporate returns, with state returns.
Individual
- Federal return
- 43 states with a personal income tax
- Sole-proprietors, single member LLC’s, rentals, farms
- Credits and deductions identified
Business
- Forms 1065 · 1120S · 1120
- Right legal entity, lower liability
- Credits for your industry
- Trust returns
Expats
- Annual IRS filing, wherever you live
- Clients in China, Argentina, Switzerland, Germany
- Foreign-account reporting
Enrolled Agent: IRS-certified, continuing education required.
“Patrick Peterhans is an integral part of my business' financial performance. I started working with Patrick more than 10 years ago first as a fractional CFO for my start-up consultancy. Patrick has assisted and helped me guide my business in all aspects of financial planning, fiscal performance, cashflow management and tax advisory. His expert advice and strategic planning has helped me steer out of a trying tax situation and helped return the business to prosperous health. I highly recommend Patrick as a key partner for business success.”
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