Tax Planning & Filing | Samer Mekhail, CPA

TAX PLANNING & FILING SERVICES

Samer Mekhail CPA assists clients in reducing their tax burden and strategically planning for their financial future through tailored tax planning and filing services. By conducting thorough assessments of each client's financial situation, we identify key deductions, credits, and opportunities for tax deferral or reduction. Our proactive approach involves staying updated on the latest tax laws and leveraging innovative strategies to maximize savings, ensuring clients can make informed decisions throughout the year. This comprehensive service not only minimizes immediate tax liabilities but also aligns with clients’ long-term financial goals, empowering them to achieve greater stability and growth in their personal and business finances.

At our firm, we understand that tax season can be a stressful time for individuals and businesses alike. Our dedicated team is here to simplify the tax filing process and ensure you maximize your deductions while staying compliant with the latest regulations. With a commitment to personalized service and expert guidance, we strive to make your tax experience as seamless and stress-free as possible. Whether you’re an individual, a small business, or a corporation, we have the expertise to meet your unique tax needs.

Individual Tax Preparation (Form - 1040)
Business Tax Preparation (Forms - 1120, 1120-S, and 1065)
Amended Returns (Forms 1040-X, 1120-X, and 1065-X)
Estate & Trust Tax Filing (Form - 1041)
Sales and use Tax Filing
Franchise Tax Filing

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Receiving a notice from the IRS can be a frightening experience, but it doesn’t have to keep you awake at night. Call our firm and let us do the work on your behalf.

Whether you need help filing back taxes or are being threatened with a lien, levy, or wage garnishment, we have the know-how and experience needed to resolve your issue. We work with the IRS routinely to help both individuals and businesses with tax settlement options including offers in compromise, and we can provide audit assistance as well.

Don’t lose another moment of sleep worrying about tax problems. Call us today to discuss our IRS problem resolution services.

Back Taxes
Liens and Levies
Wage Garnishment
Audit Assistance
Tax Settlement Options

Business decisions can result in unanticipated tax consequences. Before making any costly mistakes, consult with SM. When you turn to us for guidance, we'll draw on our tax planning experience and offer advice on what choices make the most financial sense. We're proficient in tax regulations and know how to coordinate tax planning techniques that will reduce tax liabilities. The maze of tax laws change regularly so we're constantly educating ourselves on any revisions that could affect our small business clients; then we take proactive measures to develop strategies that will minimize the impact to your profits. We offer a variety of tax planning services to both businesses and individuals.

Strategic Tax Planning
Alternative Minimum Tax Planning
Multi-State Tax Planning
Estate Planning
Succession Planning, and
Non-Profit Tax Planning

Samer Mekhail, CPA

TAX PLANNING & FILING SERVICES

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Samer Mekhail CPA, LLC