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PERSONAL TAX

At Cusi Consulting, we provide personal income tax preparation & filing that is fast & accurate .We strive to make your tax preparation process smooth and stress-free by maximizing deductions and expediting your refund through electronic filing with the IRS and state tax authorities. 

Tax Preparation:

Preparing and filing individual, Estate, Trust and business tax returns.

Tax Planning:

Strategies to minimize tax liabilities and maximize savings. 

Tax Resolution:

Assisting with IRS audits, disputes, and penalty abatements. 

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YOUR TAX
EXPERTS

TAX PREPARATION AND FILING:

  • ​Preparing and filing individual tax returns, including federal, state, and local returns.

  • Ensuring compliance with current tax laws and maximizing deductions and credits.             

 

Tax Planning:

  • Providing strategies to minimize tax liabilities for the current year and future.

  • Advising on retirement contributions, investments, and other financial moves to optimize tax benefits.

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Audit Support:

  • Assisting individuals in case of audits by the IRS or other tax authorities.

  • Representing clients during audits and helping gather necessary documentation.

 

Tax Advice:

  • Providing guidance on tax implications of significant life changes (e.g., marriage, home purchase, starting a business).

  • Advising on complex tax matters such as inheritance, investments, or foreign income.

 

Amendments and Corrections:

  • Correcting previously filed tax returns if errors or changes are identified.

  • Filing amendments to ensure accuracy and compliance.

 

Estimated Tax Payments:

  • Assisting in calculating and scheduling quarterly estimated tax payments for self-employed individuals or those with significant non-wage income.

 

Recordkeeping Guidance:

  • Advising on proper record retention for tax documentation to support deductions and credits.

  • By offering these services, CPAs help individuals manage their taxes efficiently, stay compliant with laws, and reduce financial stress during tax season.

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