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.

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.
​​
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.