“The hardest thing in the world to understand is the income tax” - Albert Einstein
At Shaun Roberts Associates, we offer a full range of tax planning, audit representation, and compliance services. We work with clients year-round if necessary in order to minimize their total tax burden. We also prepare all federal, state and local tax returns for individuals and businesses.
Income Tax Preparation
We offer professional preparation of all federal, state, and local tax returns at competitive rates.
Estate, Gift & Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift, and trust tax returns.
Received an audit notice from a federal, state or local tax authority? There are critical steps to take for an audit and we can assist clients in understanding their choices and preparing a response. We walk clients through the process, assist in assembling and sorting through records, explain the client’s options, and can even provide a qualified representative on their behalf so the client doesn’t have to attend the audit. We handle all types of tax audits including individual income, small business, corporate, sales, and payroll.
Offer In Compromise
We can work with tax agencies to reduce a client’s tax liability if they qualify, guiding clients through the maze of tax paperwork and deadlines to ensure they receive a fair settlement.
Business Tax Preparation
We can prepare business tax returns for C-Corporations, S-Corporations, Partnerships, and LLCs.
Failing to file taxes on time may result in serious penalties from the IRS. We can help clients avoid higher interest, file back tax returns, and amend incorrect prior year returns.
Collections and Assessments
It’s critical to act quickly in response to an assessment. We can verify whether or not the assessment is accurate and file the client’s response or request for review. We can also amend tax returns if needed.
Formulating and filing an appeal can be tricky. We can assist in a client’s appeal process, contest IRS decisions, and resolve their case.