Tax Services

Tax Preparation

Expert tax return preparation by a Board Certified Tax Attorney and CPA every return built to withstand IRS scrutiny and maximize your legal deductions.

Preparation Built for IRS Scrutiny

As a Florida Bar Board Certified Tax Attorney, CPA, and former IRS Appeals Officer, I don’t just prepare tax returns I build them to withstand scrutiny. Every return is documented, supported by legal authority, and prepared with potential IRS review in mind. This approach minimizes audit risk while ensuring you claim every legitimate deduction.

My clients receive more than tax preparation they get built-in audit protection. If the IRS sends a notice, I already know your return inside and out, allowing me to respond strategically from day one.

Professional tax preparation services

Comprehensive Tax Preparation

Individual Returns

  • Form 1040 individual income tax
  • Itemized deductions & credits
  • Investment income & capital gains
  • Rental property income (Schedule E)
  • Self-employment income (Schedule C)

Business Returns

  • S Corporation (Form 1120-S)
  • C Corporation (Form 1120)
  • Partnership (Form 1065)
  • Multi-member LLC returns
  • Payroll & employment tax filings

Estate & Trust Returns

  • Estate tax returns (Form 706)
  • Gift tax returns (Form 709)
  • Trust income tax (Form 1041)
  • Estate & trust administration
  • Beneficiary tax reporting

Specialized Returns

  • Amended returns (Form 1040-X)
  • Foreign account reporting (FBAR)
  • Foreign income (Form 8938)
  • Estimated tax payment planning
  • Multi-state tax returns

Why Choose BKG Tax Attorney for Preparation

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Built-In Audit Defense

Every return prepared with IRS examination in mind—documented, supported, and ready to defend if needed

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Dual Credentials

Board Certified Tax Attorney + CPA ensures both legal and financial expertise in every return

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Former IRS Insight

15+ years as IRS Appeals Officer means understanding exactly how returns are examined and evaluated

The Tax Preparation Process

Simple, efficient, and thorough

1

Document Collection

Secure upload of W-2s, 1099s, and other tax documents via our portal

2

Strategic Analysis

Review for deductions, credits, and planning opportunities you may have missed

3

Preparation & Review

Return prepared, documented, and reviewed for accuracy and optimization

4

E-Filing & Support

Electronic filing and ongoing support if IRS questions arise

Ready for Expert Tax Preparation?

Get returns built to withstand IRS scrutiny. Schedule a consultation to get started.