Personal Tax Services
Tax Filing
Tax Planning
Credits & Deductions
Rental Income
We provide accurate preparation and filing of individual federal and state tax returns. Our services are designed to help individuals navigate filing requirements, understand their tax position, and maintain compliance with applicable tax laws.
Small Business Tax Services
Business Tax Filing
Tax Planning
Payroll Taxes
Sales Tax
TaxCore365 supports small businesses with tax preparation and advisory services tailored to their operations. We assist with business tax returns, year-round tax planning considerations, and coordination with bookkeeping and payroll to support consistent compliance.
Self-Employed Tax Services
Filing
Expenses
Quarterly
Deductions
We work with self-employed individuals, freelancers, and independent contractors to address unique tax considerations such as estimated taxes, deductions, and reporting requirements. Our approach emphasizes clarity, accuracy, and proactive planning.
Payroll Tax Services
Payroll Processing
Payroll Tax Filing
Quarterly
Withholding Taxes
Our payroll tax services focus on proper reporting and compliance with federal and state payroll tax requirements. We assist with payroll tax filings, reconciliations, and coordination with payroll providers to help ensure accurate and timely reporting.
Inheritance Tax Services
Inheritance Tax Filing
Asset Valuation
Valuation
Estate Tax Planning
We provide guidance and preparation related to inheritance tax matters, where applicable, helping beneficiaries understand reporting obligations and tax considerations associated with inherited assets.
Gift Tax Services
Gift Tax Filing
Annual Exclusions
Tax Planning
Compliance
TaxCore365 assists with gift tax reporting and compliance, including preparation of required gift tax returns and guidance on applicable exclusions and filing thresholds.
Estate Tax Services
Estate Tax Filing
Estate Planning
Valuation
Trusts
Our estate tax services include preparation and coordination of estate tax filings, as well as support in understanding tax responsibilities related to estate administration. We work alongside legal and financial professionals when appropriate.
IRS Audit representation
Audit Representation
Audit Defense
Audit Help
IRS Liaison
As an EA-led firm, we are authorized to represent clients before the Internal Revenue Service. We assist with IRS audits, notices, and correspondence, helping clients respond accurately and professionally throughout the process.
ITIN Services
ITIN Application
New ITIN Filing
Renewal
Compliance
We assist eligible individuals with Individual Taxpayer Identification Number (ITIN) applications, renewals, and related tax filings, following IRS documentation and submission requirements.
Notary Services
Document Notarization
Affidavits
Legal Forms
Notarization
TaxCore365 offers notary services for eligible documents in accordance with applicable state laws. Availability and document eligibility may vary.
Bookkeeping Services
Monthly Bookkeeping
Income & Expenses
Reports
Cleanup
Our bookkeeping services support accurate financial recordkeeping to complement tax reporting. We help maintain organized records, reconcile accounts, and coordinate with tax preparation and payroll services.
Company Registration
Business Formation
LLC Registration
State Filing
Corporation
We assist with business entity formation and registration, including guidance on entity type considerations and required tax registrations. Our services are designed to support compliance during business startup and early operations.